Connect ClearCRM and Pinch Payments
Integrate ClearCRM with Pinch Payments to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Scheduled Payment in Pinch Payments when Get recent contracts from ClearCRM
Add a Source to a Payer in Pinch when Get recent contracts from ClearCRM
Create or Update Payer in Pinch when Get recent contracts from ClearCRM
Add a Subscription to Pinch when Get recent contracts from ClearCRM
Find a Subscription in Pinch when Get recent contracts from ClearCRM
Popular ClearCRM + Pinch Payments 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
Pinch Payments
Automatically do this!
Create or Update Scheduled Payment
Add a Source to a Payer
Create or Update Payer
Add a Subscription
Find a Subscription
Create Realtime Payment
Find an Event
Find Payer
Create or Update Scheduled Payment in Pinch Payments when Get recent contracts from ClearCRM
Use this flowAdd a Source to a Payer in Pinch when Get recent contracts from ClearCRM
Use this flowCreate or Update Payer in Pinch when Get recent contracts from ClearCRM
Use this flowAdd a Subscription to Pinch when Get recent contracts from ClearCRM
Use this flowFind a Subscription in Pinch when Get recent contracts from ClearCRM
Use this flowCreate Realtime Payment with Pinch Payments when Get recent contracts from ClearCRM
Use this flowFind an Event in Pinch when Get recent contracts from ClearCRM
Use this flowFind Payer in Pinch when Get recent contracts from ClearCRM
Use this flowCreate or Update Scheduled Payment in Pinch Payments when New Customer in Clearcrm
Use this flowAdd a Source to a Payer in Pinch when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Pinch Payments.
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 or Update Scheduled Payment
Create or update a scheduled payment for a payer.
Add a Source to a Payer
Add a payment source (e.g., bank account or credit card) to a payer.
Create or Update Payer
Create or update a payer in the Pinch Payments system.
Add a Subscription
Create a subscription between a payer and a plan.
Find a Subscription
Find a subscription using the Subscription ID.
Create Realtime Payment
Create a real-time payment against a credit card or bank account.
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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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 Pinch Payments
Pinch Payments is a PCI Compliant Australian payments platform designed to simplify and automate the process of rent payments and property management. It offers seamless payment processing for standard and recurring invoices, standalone transactions, and subscriptions. With Pinch, tenants and landlords can easily manage and track payments, using automated bank account, direct debit, and credit card options for a smooth experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Pinch Payments 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 Pinch Payments 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 Pinch Payments. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Pinch Payments, and a separate workflow where Pinch Payments 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 Pinch Payments. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Pinch Payments integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
