Connect ClearCRM and Pappers to Build Intelligent Automations

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ClearCRM

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Choose an Action

Pappers

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Ready to use ClearCRM and Pappers automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Get recent contracts

Get recent contracts

Get contracts added in a recent time window and include each contract's timestamp converted to UTC.

New Customer

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

New Estimate

Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.

New Invoice

New Invoice

Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.

Get recent leads

Get recent leads

Get leads added in the configured time window and include each lead's added time in UTC.

New Payment

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.

Search Companies

Search Companies

Find companies matching your search terms and selected filters.

Get Company Details

Get Company Details

Retrieve company information from Pappers using SIREN or SIRET.

Get Company Financials

Get Company Financials

Retrieve a company's financial statements and key ratios for a specified year using its SIREN number.

Search Company Directors

Search Company Directors

Find company directors in France by name and filters (role, age, nationality, company SIREN/NAF, location); optionally include their companies.

Request a new Action for ClearCRM

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Frequently Asked Questions

How do I start an integration between ClearCRM and Pappers?

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

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

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

How often does the data sync between ClearCRM and Pappers?

The data sync between ClearCRM and Pappers 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 Pappers?

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 Pappers?

Yes, you can set conditional logic to control the flow of data between ClearCRM and Pappers. 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.

ClearCRM

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.

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Pappers

About Pappers

Pappers.fr is a French business intelligence platform that provides access to comprehensive legal, financial, and administrative data on companies registered in France.

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