Connect ClearCRM and Notion
Integrate ClearCRM with Notion to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Page by ID from Notion when Get recent contracts from ClearCRM
Move Page in Notion when Get recent contracts from ClearCRM
Update Database in Notion when Get recent contracts from ClearCRM
Create Page in Notion when New Customer in Clearcrm
Retrieve Block Children from a block in Notion when New Customer in Clearcrm
Popular ClearCRM + Notion 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
Notion
Automatically do this!
Query Data Source
Create Data Source Item
Update Data Source Item
Find Page By Title
Get Data Source Details
Add Comment to Page
Add Content to Page
Get Page by ID
Create Page
Retrieve Block Children
Find or Create Comment on Page
List All people at the Workspace
List Page Property Items
List Page Comments
Find Data Source By Title
Archive Page
Restore Page
Update a Block
Archive Block
Restore Block
Delete Block
Get Comment By ID
Find or Create Data Source Item
Get Database by ID
List Data Source Items
Search Data Source Page Templates
List Data Source Page Templates
Get User Details
List Databases
List Data Sources
Get Notion Workspace Account Details
List Views
Delete View
Get View by ID
Create View
Retrieve Page Markdown
Update View
Create View Query
Get View Query Results
Delete View Query
List Custom Emojis
List File Uploads
Move Page
Create File Upload
Upload File
Retrieve File Upload
Update Comment
Delete Comment
Create Database
Update Database
Create Data Source
Update Data Source
Update Page as Markdown
Append Block Children
Query Meeting Notes
Get Page by ID from Notion when Get recent contracts from ClearCRM
Use this flowMove Page in Notion when Get recent contracts from ClearCRM
Use this flowUpdate Database in Notion when Get recent contracts from ClearCRM
Use this flowCreate Page in Notion when New Customer in Clearcrm
Use this flowRetrieve Block Children from a block in Notion when New Customer in Clearcrm
Use this flowList All people at the Workspace in Notion Workspace when New Customer in Clearcrm
Use this flowDelete Comment in Notion when New Customer in Clearcrm
Use this flowQuery Data Source from Notion when New Estimate in Clearcrm
Use this flowAdd Content to Page in Notion when New Estimate in Clearcrm
Use this flowGet Page by ID from Notion when New Estimate in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Notion.
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.
Query Data Source
Use filters and sorting to find matching items in a Notion data source.
Create Data Source Item
Create a new page in the selected Notion data source using provided fields. Optionally set an icon and cover, use a template, and add page content.
Update Data Source Item
Update a Notion data source page: change properties, icon or cover, lock/trash state, apply a template, and optionally replace or append page content.
Find Page By Title
Searches for a page by title
Get Data Source Details
Retrieves a data source in Notion using the data source ID.
Add Comment to Page
Adds a new comment to a Page.
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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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 Notion
Notion is an AI workspace for teams to create and organize docs, wikis, projects, databases, and custom agents, helping users collaborate, automate work, and manage knowledge in one place.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Notion 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 Notion 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 Notion. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Notion, and a separate workflow where Notion 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 Notion. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Notion integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
