Add ClearCRM to Your Product
Give your customers access to ClearCRM from within your product & agents. Use viaSocket to manage authentication, execute actions, and receive events from connected accounts.
Everything You Need to Manage ClearCRM Integrations
Add ClearCRM to your product & agents today. viaSocket runs the infrastructure; your AI coding assistant does the setup.
Managed Authentication
Let your customers connect their ClearCRM accounts without building and maintaining OAuth flows yourself.
Customer-Specific Connections
Manage separate ClearCRM connections for each customer in your product & agents.
Actions, Triggers and Webhooks
Execute supported ClearCRM actions and receive events through a consistent integration interface.
Managed Data Mapping
Map data between your product & agents and the formats expected by ClearCRM.
Monitoring and Debugging
Track executions, inspect errors, and troubleshoot integration issues.
Your Product & Agents, Your Experience
Offer ClearCRM integrations under your own branding and within your existing product & agents.
Available Actions and Triggers for ClearCRM
What You Can Do with ClearCRM
Explore available actions to let your product & agents interact with ClearCRM.
No actions are available for ClearCRM yet.
Respond to Events in ClearCRM
Use triggers to let your product & agents respond to events from connected ClearCRM accounts.
- Get recent contractsGet contracts added in a recent time window and include each contract's timestamp converted to UTC.
- New CustomerFetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
- New EstimateRetrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
- New InvoiceFetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
- Get recent leadsGet leads added in the configured time window and include each lead's added time in UTC.
- New PaymentRetrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
- New ProjectRetrieve projects created in your Clear CRM account on the execution date (Clear CRM local date). Returns project records with a standardized ISO created timestamp.
- New ProposalRetrieve proposals from Clear CRM created within the configured recent time window and return them with UTC ISO creation timestamps.
- New TicketRetrieve tickets created in Clear CRM within the configured time window and return them with UTC ISO timestamps.
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 more
About viaSocket
Connect 2,300+ apps to your product & agents with one prompt. Auth, events and actions handled. Free to start.
Learn moreFAQs about adding ClearCRM to your product & agents
Find answers to common questions about integrating ClearCRM into your product & agents, including authentication, supported actions, triggers, and implementation.
How can I integrate ClearCRM into my product & agents?
You can use viaSocket to add ClearCRM integration to your product & agents. viaSocket provides APIs, managed authentication, actions, and triggers to help you build integration features for your customers.
Do I need to build and maintain the integration infrastructure myself?
No. viaSocket manages the integration infrastructure, including authentication, customer connections, and supported actions and triggers.
Can my customers connect their own ClearCRM accounts?
Yes. viaSocket supports customer-specific connections, allowing each customer to authorize their own ClearCRM account.
Can I offer ClearCRM integration under my own branding?
Yes. You can provide the integration experience under your own branding and within the existing interface of your product & agents.
Can I connect ClearCRM with other apps?
Yes. viaSocket supports integrations with 2,300+ apps, allowing your product & agents to work with ClearCRM and other supported services.
How do I execute actions in ClearCRM?
Use viaSocket's supported actions and APIs to perform operations in connected ClearCRM accounts. Available operations depend on the integration's supported capabilities and the permissions granted.
Can my product & agents respond to events from ClearCRM?
Yes. You can use supported triggers and webhooks to receive events from ClearCRM and respond within your product & agents.
Bring ClearCRM Into Your Product & Agents
- Managed auth
- Per-customer connections
- Actions & triggers
- Data mapping
- Monitoring & logs
- Your branding