Connect ClearCRM and Huddo Boards
Integrate ClearCRM with Huddo Boards to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Incomplete Task in Huddo Boards when Get recent contracts from ClearCRM
Complete Task in Huddo Boards when Get recent contracts from ClearCRM
Find Cards in Huddo Boards when Get recent contracts from ClearCRM
Create Board on Huddo Boards when Get recent contracts from ClearCRM
Search Board Members in Huddo Boards when Get recent contracts from ClearCRM
Popular ClearCRM + Huddo Boards flows
Start from a real workflow other teams are already running.
Choose a trigger
ClearCRM
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
Choose an action
Huddo Boards
Automatically do this!
Incomplete Task
Complete Task
Find Cards
Create Board
Search Board Members
Create Card
Find Board
Incomplete Task in Huddo Boards when Get recent contracts from ClearCRM
Use this flowComplete Task in Huddo Boards when Get recent contracts from ClearCRM
Use this flowFind Cards in Huddo Boards when Get recent contracts from ClearCRM
Use this flowCreate Board on Huddo Boards when Get recent contracts from ClearCRM
Use this flowSearch Board Members in Huddo Boards when Get recent contracts from ClearCRM
Use this flowCreate Card on Huddo Boards when Get recent contracts from ClearCRM
Use this flowFind Board in Huddo Boards when Get recent contracts from ClearCRM
Use this flowIncomplete Task in Huddo Boards when New Customer in Clearcrm
Use this flowComplete Task in Huddo Boards when New Customer in Clearcrm
Use this flowFind Cards in Huddo Boards when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Huddo Boards.
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Do thisActions
Action is the task that follows automatically within your ClearCRM integrations.
Incomplete Task
Marks a task as incomplete on the board
Complete Task
Marks a task as completed on the board
Find Cards
Searches for a card within a specific board using the card's name and description in array format
Create Board
Creates a new board in Huddo Boards
Search Board Members
Searches for and finds all members associated with a specific board
Create Card
Creates a new card on a board
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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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About ClearCRM
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 moreSimilar apps
About Huddo Boards
Huddo Boards is a collaborative platform designed to enhance team productivity and project management. It offers a visual interface for organizing tasks, tracking progress, and facilitating communication among team members, making it an ideal tool for businesses and organizations looking to streamline their workflow and improve collaboration.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Huddo Boards 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 Huddo Boards 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 Huddo Boards. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Huddo Boards, and a separate workflow where Huddo Boards 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 Huddo Boards. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Huddo Boards integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
