ClearCRM + outline

Connect ClearCRM and outline to Build Intelligent Automations

Choose a Trigger

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

Automatically do this!

Create Document
Create an Attachment
Delete an Attachment
Update a Collection
Delete Collection
Update a Document
Delete Document
Create a Group
Update a group
Delete a Group
Create Collection
Create a Comment
Delete a Comment
Create a Star
Delete a Star
Update a stars order in the sidebar

Ready to use ClearCRM and outline automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

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 lead

Create a new lead in Clear CRM using the contact and company details you provide.

Create Document

Creates a document in outline.

Create an Attachment

Creates an attachment record and upload URL.

Delete an Attachment

Removes an attachment by ID.

Update a Collection

Updates an existing collection’s details.

Delete Collection

Delete a collection and all of its documents.

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Know More About Clearcrm and Outline Integrations

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Frequently Asked Questions

How do I start an integration between ClearCRM and outline?

To start, connect both your ClearCRM and outline accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in outline (or vice versa).

Can we customize how data from ClearCRM is recorded in outline?

Absolutely. You can customize how ClearCRM data is recorded in outline. This includes choosing which data fields go into which fields of outline, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ClearCRM and outline?

The data sync between ClearCRM and outline typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ClearCRM to outline?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ClearCRM and outline?

Yes, you can set conditional logic to control the flow of data between ClearCRM and outline. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

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.

CRM (Customer Relationship Management)Sales & CRM

Learn More

About outline

Outline is a fast, open‑source team knowledge base and wiki for organizing internal documentation, product specs, support answers, meeting notes, and onboarding. It features a blazing‑fast Markdown editor with slash commands, real‑time collaboration with comments and threads, powerful search with optional AI answers, and 20+ integrations including Slack, Figma, and Loom. Teams can manage permissions, guest access, and public sharing, and customize branding with custom domains; it’s available both as a hosted cloud service and a self‑hosted deployment. Designed for speed, simplicity, and transparency, Outline serves as a shared long‑term memory for modern teams.

Documents

Learn More

Connect ClearCRM and outline to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use ClearCRM and outline automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

Get recent contracts

New Customer

New Estimate

New Invoice

Get recent leads

New Payment

Do thisActionsAction is the task that follows automatically within your ClearCRM integrations.

Create a lead

Create Document

Create an Attachment

Delete an Attachment

Update a Collection

Delete Collection

We'll help you get started

Know More About Clearcrm and Outline Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About ClearCRM

About outline

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your ClearCRM integrations.