Connect ClearCRM and Nifty
Integrate ClearCRM with Nifty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Nifty when Get recent contracts from ClearCRM
Update Task in Nifty when Get recent contracts from ClearCRM
Create Project in Nifty when Get recent contracts from ClearCRM
Update Project in Nifty when Get recent contracts from ClearCRM
Create Milestone in Nifty when Get recent contracts from ClearCRM
Popular ClearCRM + Nifty 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
Nifty
Automatically do this!
Create Task
Update Task
Create Project
Update Project
Create Milestone
List All Members
Get User Details
Create Portfolio
Create Document
Create Status
Create Tag
Find Task
Find Projects
Find Milestones
Update Milestone or List
Find Document
Update Document
Create Task in Nifty when Get recent contracts from ClearCRM
Use this flowUpdate Task in Nifty when Get recent contracts from ClearCRM
Use this flowCreate Project in Nifty when Get recent contracts from ClearCRM
Use this flowUpdate Project in Nifty when Get recent contracts from ClearCRM
Use this flowCreate Milestone in Nifty when Get recent contracts from ClearCRM
Use this flowList All Members in Nifty when Get recent contracts from ClearCRM
Use this flowGet User Details from Nifty when Get recent contracts from ClearCRM
Use this flowCreate Portfolio in Nifty when Get recent contracts from ClearCRM
Use this flowCreate Document in Nifty when Get recent contracts from ClearCRM
Use this flowCreate Status in Nifty when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Nifty.
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 Task
Create a task in a project
Update Task
Updates details of an existing task.
Create Project
Creates a new project within an organization or team.
Update Project
Updates information for an existing project.
Create Milestone
Creates a new milestone to track project progress.
List All Members
Retrieves the list of all members
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 Nifty
Nifty is a project management and team collaboration tool designed to streamline your workflow and enhance productivity. It offers features such as task management, time tracking, project timelines, and team communication to help you manage your projects efficiently.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Nifty 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 Nifty 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 Nifty. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Nifty, and a separate workflow where Nifty 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 Nifty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Nifty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
