Connect ClearCRM and Letta
Integrate ClearCRM with Letta to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Agent in Letta when Get recent contracts from ClearCRM
Send message to Letta agent via Letta when Get recent contracts from ClearCRM
Save memory to Letta to Letta when Get recent contracts from ClearCRM
Create Folder in Letta when Get recent contracts from ClearCRM
Create Archive in Letta when Get recent contracts from ClearCRM
Popular ClearCRM + Letta 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
Letta
Automatically do this!
Create Agent
Send message to Letta agent
Save memory to Letta
Create Folder
Create Archive
Create identity
List Identities
Create Agents From Template
Create Agent in Letta when Get recent contracts from ClearCRM
Use this flowSend message to Letta agent via Letta when Get recent contracts from ClearCRM
Use this flowSave memory to Letta to Letta when Get recent contracts from ClearCRM
Use this flowCreate Folder in Letta when Get recent contracts from ClearCRM
Use this flowCreate Archive in Letta when Get recent contracts from ClearCRM
Use this flowCreate identity in Letta when Get recent contracts from ClearCRM
Use this flowList Identities from Letta when Get recent contracts from ClearCRM
Use this flowCreate Agents From Template in Letta when Get recent contracts from ClearCRM
Use this flowCreate Agent in Letta when New Customer in Clearcrm
Use this flowSend message to Letta agent via Letta when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Letta.
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 Agent
Create a new Letta agent with a name, model, type, tags, and optional tool and context settings.
Send message to Letta agent
Send a message to a Letta agent so they can read and reply.
Save memory to Letta
Store text as a Letta agent's long-term memory and optionally add tags for organization.
Create Folder
Create a new folder in Letta with a name, optional description, and usage instructions.
Create Archive
Create a new archive by providing a unique name and optional description to store conversations and related content.
Create identity
Create a person, organization, or other identity in Letta for tracking and management.
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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AI will build it for you
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 Letta
Letta is a comprehensive platform designed to streamline communication and enhance productivity for teams and businesses. With a focus on seamless collaboration, Letta offers tools for efficient messaging, file sharing, and project management, making it an ideal choice for organizations looking to improve their workflow and connectivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Letta 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 Letta 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 Letta. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Letta, and a separate workflow where Letta 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 Letta. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Letta integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
