Connect ClearCRM and Kuration
Integrate ClearCRM with Kuration to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project From Builder in Kuration when Get recent contracts from ClearCRM
List Project Builders from Kuration when Get recent contracts from ClearCRM
Find Projects in Kuration when Get recent contracts from ClearCRM
Add Company to Project in Kuration when Get recent contracts from ClearCRM
List Project Rows from Kuration when Get recent contracts from ClearCRM
Popular ClearCRM + Kuration 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
Kuration
Automatically do this!
Create Project From Builder
List Project Builders
Find Projects
Add Company to Project
List Project Rows
Create Project From Builder in Kuration when Get recent contracts from ClearCRM
Use this flowList Project Builders from Kuration when Get recent contracts from ClearCRM
Use this flowFind Projects in Kuration when Get recent contracts from ClearCRM
Use this flowAdd Company to Project in Kuration when Get recent contracts from ClearCRM
Use this flowList Project Rows from Kuration when Get recent contracts from ClearCRM
Use this flowCreate Project From Builder in Kuration when New Customer in Clearcrm
Use this flowList Project Builders from Kuration when New Customer in Clearcrm
Use this flowFind Projects in Kuration when New Customer in Clearcrm
Use this flowAdd Company to Project in Kuration when New Customer in Clearcrm
Use this flowList Project Rows from Kuration when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Kuration.
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.
Create Project From Builder
Create a project using a saved builder's configuration and optional form data.
List Project Builders
Retrieve project builders for viewing, filtering, or syncing to your tools.
Find Projects
Retrieve projects from your account or fetch a project's details. Supports name search, creation date filters, and record limits.
Add Company to Project
Add a company's details to a selected project.
List Project Rows
Get one or more rows from a project. Fetch a specific row or list rows with filters, sorting, pagination, and optionally flatten company fields into top-level values.
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 Kuration
Kuration is an AI-powered B2B data research and enrichment platform that builds custom prospect databases you own. Its AlexAI agent extracts companies and decision‑makers from 200+ live sources—event pages, directories, PDFs, Google Maps, and registries—then enriches, verifies, de‑duplicates, and syncs them to your CRM and outreach tools. Use it via web app, API, or MCP to get verified emails/phones, global multi‑language coverage, and auto‑refreshing lists.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Kuration 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 Kuration 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 Kuration. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Kuration, and a separate workflow where Kuration 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 Kuration. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Kuration integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
