Connect ClearCRM and Paystack 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!
Cancel a Subscription
Update a Order
Add Product
Find Customer
Find Transfer
Find Transaction
Create Invoice
Create Refund
Create Subscription
Create Virtual Terminal
Initialize Transaction
Ready to use ClearCRM and Paystack automations
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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 Lead
Create a new lead using the provided contact and company details.
Cancel a Subscription
Disable (cancel) a Paystack subscription using its subscription code and email token.
Update a Order
Update the status of an existing Paystack order (e.g., delivered or cancelled) using its Order ID.
Add Product
Create a new Paystack product with name, description, price, currency, and stock (quantity or unlimited) settings.
Find Customer
Locate a Paystack customer using their email and return the customer's details or a not-found message.
Find Transfer
Retrieve Paystack transfer details using a transfer code.
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Frequently Asked Questions
To start, connect both your ClearCRM and Paystack accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Paystack (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Paystack. This includes choosing which data fields go into which fields of Paystack, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Paystack typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ClearCRM and Paystack. 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.
Learn MoreAbout Paystack
Integrate seamless payment processing features with Paystack, enabling businesses to handle transactions efficiently and securely.
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