Connect ClearCRM and Natif
Integrate ClearCRM with Natif to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get document by ID from Natif when Get recent contracts from ClearCRM
Get OCR results in Natif when Get recent contracts from ClearCRM
Delete a document in Natif when New Customer in Clearcrm
Find uploaded documents in Natif when Get recent leads from ClearCRM
Get document by ID from Natif when New Payment in Clearcrm
Popular ClearCRM + Natif 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
Natif
Automatically do this!
Find uploaded documents
Get document by ID
Delete a document
Get extraction results
Get OCR results
List existing document sharing tokens
Create a token for sharing a document
Get document by ID from Natif when Get recent contracts from ClearCRM
Use this flowGet OCR results in Natif when Get recent contracts from ClearCRM
Use this flowDelete a document in Natif when New Customer in Clearcrm
Use this flowFind uploaded documents in Natif when Get recent leads from ClearCRM
Use this flowGet document by ID from Natif when New Payment in Clearcrm
Use this flowDelete a document in Natif when New Proposal in Clearcrm
Use this flowList existing document sharing tokens in Natif when New Invoice in Clearcrm
Use this flowList existing document sharing tokens in Natif when New Payment in Clearcrm
Use this flowFind uploaded documents in Natif when Get recent contracts from ClearCRM
Use this flowGet document by ID from Natif when New Project in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Natif.
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.
Find uploaded documents
Queries for documents that fulfill given parameters.
Get document by ID
Get information about the given document, amongst others the processing status.
Delete a document
Permanently delete a document.
Get extraction results
Get the extractions for the given document. The results are specific for the document's type.
Get OCR results
Retrieves the ocr results for the document with the given id.
List existing document sharing tokens
List info about existing document sharing tokens for the current users team.
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 Natif
Natif.ai is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers advanced AI tools designed to automate tasks, improve decision-making, and increase operational efficiency. With Natif.ai, businesses can harness the power of AI to transform their workflows and gain a competitive edge in their industry.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Natif 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 Natif 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 Natif. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Natif, and a separate workflow where Natif 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 Natif. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Natif integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
