Connect ClearCRM and Memory
Integrate ClearCRM with Memory to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a record in Memory when Get recent contracts from ClearCRM
Find record in Memory when Get recent contracts from ClearCRM
Update a record in Memory when Get recent contracts from ClearCRM
Delete Records from Memory when Get recent contracts from ClearCRM
Get all records from Memory when Get recent contracts from ClearCRM
Popular ClearCRM + Memory 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
Memory
Automatically do this!
Create a record
Find record
Update a record
Delete Records
Get all records
Memory
Create a record in Memory when Get recent contracts from ClearCRM
Use this flowFind record in Memory when Get recent contracts from ClearCRM
Use this flowUpdate a record in Memory when Get recent contracts from ClearCRM
Use this flowDelete Records from Memory when Get recent contracts from ClearCRM
Use this flowGet all records from Memory when Get recent contracts from ClearCRM
Use this flowMemory when Get recent contracts from ClearCRM
Use this flowCreate a record in Memory when New Customer in Clearcrm
Use this flowFind record in Memory when New Customer in Clearcrm
Use this flowUpdate a record in Memory when New Customer in Clearcrm
Use this flowDelete Records from Memory when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Memory.
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 a record
Add a new record to Memory or update an existing one.
Find record
Find items by ID or matching fields.
Update a record
Modify specific records using the Update by ID action. This allows you to directly update a particular entry in your MongoDB storage by its unique identifier, ensuring precise changes to your stored data.
Delete Records
Delete one or more records from your Workspace Memory. You can delete by a specific Record ID, filter records using query conditions, or clear all records at once.
Get all records
Get documents from Memory.
Memory
This action can be used for storage in key-value pair. Have defined functions like "findFromMemory(key, defaultValue)", "updateInMemory(key, newValue)", "getFullJSON()".
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 Memory
A seamless, secure vault for your crucial data. The "Memory" integration offers MongoDB-based storage, enabling Create, Read, Update, and Delete operations. Effortlessly manage and safeguard your data within your automation flows, ensuring easy access and precise control throughout the process.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Memory 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 Memory 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 Memory. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Memory, and a separate workflow where Memory 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 Memory. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Memory integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
