Connect ClearCRM and Paperform
Integrate ClearCRM with Paperform to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Form by ID in Paperform when Get recent contracts from ClearCRM
Form Details by ID from Paperform when Get recent contracts from ClearCRM
Find Partial-Submissions in Paperform when Get recent contracts from ClearCRM
Delete Partial submission by ID in Paperform when Get recent contracts from ClearCRM
Updates Sold Amount for Product in Paperform when Get recent contracts from ClearCRM
Popular ClearCRM + Paperform 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
Paperform
Automatically do this!
Update Form by ID
Form Details by ID
Find Partial-Submissions
Delete Partial submission by ID
Updates Sold Amount for Product
Find Product By SKU
Updates product by SKU
Update Product Quantity
Delete Product
Creates Coupon
Update Coupon
Delete Coupon
Creates Spaces
Updates Space
Copy Document
Cancel Document
Update Form by ID in Paperform when Get recent contracts from ClearCRM
Use this flowForm Details by ID from Paperform when Get recent contracts from ClearCRM
Use this flowFind Partial-Submissions in Paperform when Get recent contracts from ClearCRM
Use this flowDelete Partial submission by ID in Paperform when Get recent contracts from ClearCRM
Use this flowUpdates Sold Amount for Product in Paperform when Get recent contracts from ClearCRM
Use this flowFind Product By SKU in Paperform when Get recent contracts from ClearCRM
Use this flowUpdates product by SKU in Paperform when Get recent contracts from ClearCRM
Use this flowUpdate Product Quantity in Paperform when Get recent contracts from ClearCRM
Use this flowDelete Product in Paperform when Get recent contracts from ClearCRM
Use this flowCreates Coupon in Paperform when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Paperform.
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.
Update Form by ID
Update Form By ID
Form Details by ID
Get Form Details by ID
Find Partial-Submissions
Get Partial-Submissions details by Slug id
Delete Partial submission by ID
Deletes a specific partial submission by ID.
Updates Sold Amount for Product
Updates the sold amount for a product
Find Product By SKU
Get the product available for a specific form by SKU
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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AI will build it for you
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 Paperform
Paperform is a powerful online tool that lets you easily create beautiful forms to do almost anything. Use it to collect information, sell products, take payments, or schedule appointments—all without needing to code.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Paperform 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 Paperform 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 Paperform. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Paperform, and a separate workflow where Paperform 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 Paperform. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Paperform integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
