Connect ClearCRM and karlia
Integrate ClearCRM with karlia to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Users in Karlia when Get recent contracts from ClearCRM
Create Purchase in Karlia when Get recent contracts from ClearCRM
Create Event in Karlia when Get recent contracts from ClearCRM
Create Note in Karlia when Get recent contracts from ClearCRM
Create Time in Karlia when Get recent contracts from ClearCRM
Popular ClearCRM + karlia 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
karlia
Automatically do this!
List All Users
Create Purchase
Create Event
Create Note
Create Time
Create Project
Create Project Subtask
Update Event
Update Purchase
Update Project
Update Note
Update Project Subtask
Update Contact Custom Field
Find Opportunity
Find Supplier
Find Customer
Create Task
Update Task
List All Users in Karlia when Get recent contracts from ClearCRM
Use this flowCreate Purchase in Karlia when Get recent contracts from ClearCRM
Use this flowCreate Event in Karlia when Get recent contracts from ClearCRM
Use this flowCreate Note in Karlia when Get recent contracts from ClearCRM
Use this flowCreate Time in Karlia when Get recent contracts from ClearCRM
Use this flowCreate Project in Karlia when Get recent contracts from ClearCRM
Use this flowCreate Project Subtask in Karlia when Get recent contracts from ClearCRM
Use this flowUpdate Event in Karlia when Get recent contracts from ClearCRM
Use this flowUpdate Purchase in Karlia when Get recent contracts from ClearCRM
Use this flowUpdate Project in Karlia when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and karlia.
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.
List All Users
Retrieve the list of all users
Create Purchase
Create an Purchase.
Create Event
Create an event.
Create Note
Create an note.
Create Time
Creates a new time.
Create Project
Create a Project.
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 karlia
Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and karlia 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 karlia 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 karlia. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in karlia, and a separate workflow where karlia 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 karlia. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and karlia integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
