Connect ClearCRM and Moskit
Integrate ClearCRM with Moskit to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Deal Note in Moskit when Get recent contracts from ClearCRM
Add Project Note to Moskit when Get recent contracts from ClearCRM
Archive Project in Moskit when Get recent contracts from ClearCRM
Change Activity Responsible in Moskit when Get recent contracts from ClearCRM
Create Product in Moskit when Get recent contracts from ClearCRM
Popular ClearCRM + Moskit 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
Moskit
Automatically do this!
Add Deal Note
Add Project Note
Archive Project
Change Activity Responsible
Create Product
Create Contact
Create Activity
Search User
Search Activity
Add Company Note
Add Contact Note
Change Project Step
Unarchive Project
Lost Deal
Won Deal
Change Deal Responsible
Change Project Responsible
Search Project
Search Deal
Search Product
Search Contact
Search Company
Add Deal Note in Moskit when Get recent contracts from ClearCRM
Use this flowAdd Project Note to Moskit when Get recent contracts from ClearCRM
Use this flowArchive Project in Moskit when Get recent contracts from ClearCRM
Use this flowChange Activity Responsible in Moskit when Get recent contracts from ClearCRM
Use this flowCreate Product in Moskit when Get recent contracts from ClearCRM
Use this flowCreate Contact in Moskit when Get recent contracts from ClearCRM
Use this flowCreate Activity in Moskit when Get recent contracts from ClearCRM
Use this flowSearch User in Moskit when Get recent contracts from ClearCRM
Use this flowSearch Activity in Moskit when Get recent contracts from ClearCRM
Use this flowAdd Company Note in Moskit when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Moskit.
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.
Add Deal Note
Create note in deal.
Add Project Note
Add note in Project
Archive Project
Archive a Project.
Change Activity Responsible
Change responsible of activity.
Create Product
Create a new Product.
Create Contact
Creates a new company.
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 Moskit
Moskit is a powerful CRM platform designed to streamline and enhance customer relationship management processes. It offers a suite of tools to help businesses manage their sales pipeline, track customer interactions, and improve overall sales efficiency. With Moskit, teams can collaborate effectively, automate routine tasks, and gain valuable insights into customer behavior, ultimately driving better sales outcomes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Moskit 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 Moskit 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 Moskit. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Moskit, and a separate workflow where Moskit 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 Moskit. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Moskit integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
