Connect ClearCRM and Jandi to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contract
New Customer
New Estimate
New Invoice
New Lead
New Payment
New Project
New Proposal
New Ticket
Choose an Action
Automatically do this!
Send Incoming Webhook
Ready to use ClearCRM and Jandi automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contract
Retrieve contracts added in Clear CRM during a specified recent time window and return matching records with a standardized UTC timestamp.
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.
New Lead
Retrieve leads added to Clear CRM during the configured time window and return each lead with its added time converted to UTC (ISO format).
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.
Create Lead
Create a new lead in Clear CRM using the provided contact, company, and status information.
Send Incoming Webhook
Send an Incoming Webhook Message.
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Frequently Asked Questions
To start, connect both your ClearCRM and Jandi accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Jandi (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Jandi. This includes choosing which data fields go into which fields of Jandi, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Jandi typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ClearCRM and Jandi. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout Jandi
Jandi is a powerful team collaboration platform designed to enhance communication and productivity within organizations. It offers features like group messaging, file sharing, and task management, making it an ideal solution for teams looking to streamline their workflows and improve collaboration.
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