Connect ClearCRM and M91
Integrate ClearCRM with M91 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Channel Alert by ID from M91 when Get recent contracts from ClearCRM
Invite Direct Recipient via M91 when Get recent contracts from ClearCRM
Get Direct Alert by ID from M91 when Get recent contracts from ClearCRM
Invite Channel Members to a channel in M91 when Get recent contracts from ClearCRM
Create Channel in M91 when Get recent contracts from ClearCRM
Popular ClearCRM + M91 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
M91
Automatically do this!
Get Channel Alert by ID
Invite Direct Recipient
Get Direct Alert by ID
Invite Channel Members
Create Channel
Send Direct Alert
Send Channel Alert
Close Channel Alert
Delete Direct Recipient
Delete Channel Member
Close Direct Alert
Get Channel Alert by ID from M91 when Get recent contracts from ClearCRM
Use this flowInvite Direct Recipient via M91 when Get recent contracts from ClearCRM
Use this flowGet Direct Alert by ID from M91 when Get recent contracts from ClearCRM
Use this flowInvite Channel Members to a channel in M91 when Get recent contracts from ClearCRM
Use this flowCreate Channel in M91 when Get recent contracts from ClearCRM
Use this flowSend Direct Alert via M91 when Get recent contracts from ClearCRM
Use this flowSend Channel Alert via M91 when Get recent contracts from ClearCRM
Use this flowClose Channel Alert in M91 when Get recent contracts from ClearCRM
Use this flowDelete Direct Recipient from M91 when Get recent contracts from ClearCRM
Use this flowDelete Channel Member from M91 when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and M91.
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.
Get Channel Alert by ID
Find a channel alert by its Alert ID or Custom ID using the exact send link provided by the user.
Invite Direct Recipient
Invite a direct alert recipient by phone; provide phone with country code (no +) and optional label.
Get Direct Alert by ID
Retrieve a direct alert's status and responder decision using alert ID and recipient phone.
Invite Channel Members
Invite one or more phone numbers to a specified channel by providing the channel ID and phone list.
Create Channel
Create a team alert channel and return its sendLink. Set name and optional alertOwner to include API-key owner.
Send Direct Alert
Send an alert to a single phone number with title, description, severity, response buttons, and auto-close option.
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 M91
M91 is an alert escalation platform that routes critical notifications to the right people through push, SMS, and voice calls until an alert is acknowledged. It supports actionable alerts and sends responders’ actions back to the originating system.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and M91 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 M91 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 M91. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in M91, and a separate workflow where M91 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 M91. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and M91 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
