Integrate ClearCRM with Groove to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New in Groove when Get recent contracts from ClearCRM
Change Ticket State in Groove when Get recent contracts from ClearCRM
Reopen Ticket in Groove when Get recent contracts from ClearCRM
Close Ticket in Groove when Get recent contracts from ClearCRM
Change Assigned Agent in Groove when Get recent contracts from ClearCRM
Start from a real workflow other teams are already running.
ClearCRM
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
Groove
Automatically do this!
Create New
Change Ticket State
Reopen Ticket
Close Ticket
Change Assigned Agent
Create New in Groove when Get recent contracts from ClearCRM
Use this flowChange Ticket State in Groove when Get recent contracts from ClearCRM
Use this flowReopen Ticket in Groove when Get recent contracts from ClearCRM
Use this flowClose Ticket in Groove when Get recent contracts from ClearCRM
Use this flowChange Assigned Agent in Groove when Get recent contracts from ClearCRM
Use this flowCreate New in Groove when New Customer in Clearcrm
Use this flowChange Ticket State in Groove when New Customer in Clearcrm
Use this flowReopen Ticket in Groove when New Customer in Clearcrm
Use this flowClose Ticket in Groove when New Customer in Clearcrm
Use this flowChange Assigned Agent in Groove when New Customer in Clearcrm
Use this flowEverything you can automate between ClearCRM and Groove.
When this happensTriggers
A trigger is an event that starts a workflow.
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get leads added in the configured time window and include each lead's added time in UTC.
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Action is the task that follows automatically within your ClearCRM integrations.
Starts a new ticket for your customer
Changes the state of a ticket, e.g. from "opened" to "closed".
Changes the state of a ticket to "opened".
Changes the state of a ticket to "closed
Assigns an agent to a ticket.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn moreGroove is a customer service platform designed to help businesses manage their customer support tickets, streamline communication, and improve overall customer satisfaction.
Learn moreSign up for a free viaSocket account, then authorize both your ClearCRM and Groove accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClearCRM and Groove as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Groove. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Groove, and a separate workflow where Groove triggers actions in ClearCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClearCRM and Groove. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Groove integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.