Connect ClearCRM and Personio
Integrate ClearCRM with Personio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Person in Personio when Get recent contracts from ClearCRM
Search Person in Personio when Get recent contracts from ClearCRM
Delete Person in Personio when Get recent contracts from ClearCRM
Create Compensation in Personio when Get recent contracts from ClearCRM
Create Compensation Types in Personio when Get recent contracts from ClearCRM
Popular ClearCRM + Personio 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
Personio
Automatically do this!
Create Person
Search Person
Delete Person
Create Compensation
Create Compensation Types
Search Legal Entities
Create Absence Period
Create Attendance Period
Search Document metadata
Update person
Search Job Categories
Search Candidates
List Employee Absences Balances
Create Person in Personio when Get recent contracts from ClearCRM
Use this flowSearch Person in Personio when Get recent contracts from ClearCRM
Use this flowDelete Person in Personio when Get recent contracts from ClearCRM
Use this flowCreate Compensation in Personio when Get recent contracts from ClearCRM
Use this flowCreate Compensation Types in Personio when Get recent contracts from ClearCRM
Use this flowSearch Legal Entities in Personio when Get recent contracts from ClearCRM
Use this flowCreate Absence Period in Personio when Get recent contracts from ClearCRM
Use this flowCreate Attendance Period in Personio when Get recent contracts from ClearCRM
Use this flowSearch Document metadata in Personio when Get recent contracts from ClearCRM
Use this flowUpdate person in Personio when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Personio.
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 Person
Create a new Person.
Search Person
Search Person based on filters.
Delete Person
Delete a Person by Email.
Create Compensation
Create Compensation.
Create Compensation Types
Create Compensation Types.
Search Legal Entities
Search legal entities based in frilters .
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 Personio
Personio is a comprehensive HR software solution designed to streamline and automate various human resources processes for small and medium-sized businesses. It offers features such as recruitment, employee onboarding, payroll management, and performance tracking, making it an essential tool for efficient HR management.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Personio 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 Personio 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 Personio. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Personio, and a separate workflow where Personio 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 Personio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Personio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
