Connect ClearCRM and Podio
Integrate ClearCRM with Podio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Status in Podio when Get recent contracts from ClearCRM
Create Item in Podio when Get recent contracts from ClearCRM
Find Item in Podio when Get recent contracts from ClearCRM
Get all Files in Podio when Get recent contracts from ClearCRM
Get all Tasks in Podio when Get recent contracts from ClearCRM
Popular ClearCRM + Podio 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
Podio
Automatically do this!
Create Status
Create Item
Find Item
Get all Files
Get all Tasks
Create Task
List Categories
List Top Shares
List own shares
List apps
List Global Exports
List Calendar Summary
Get calendar summary for personal
List Contacts
List Contact Totals
List Conversations
List Files
Delete Item
Update Item
Add Comment to Item
Update Task
Mark Task as Complete
Update Status
Create Status in Podio when Get recent contracts from ClearCRM
Use this flowCreate Item in Podio when Get recent contracts from ClearCRM
Use this flowFind Item in Podio when Get recent contracts from ClearCRM
Use this flowGet all Files in Podio when Get recent contracts from ClearCRM
Use this flowGet all Tasks in Podio when Get recent contracts from ClearCRM
Use this flowCreate Task in Podio when Get recent contracts from ClearCRM
Use this flowList Categories in Podio when Get recent contracts from ClearCRM
Use this flowList Top Shares in Podio when Get recent contracts from ClearCRM
Use this flowList own shares in Podio when Get recent contracts from ClearCRM
Use this flowList apps in Podio when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Podio.
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 Status
Post a message to a workspace stream.
Create Item
Creates a new item in a Podio app.
Find Item
Find an item by title in an app.
Get all Files
Get all existing files.
Get all Tasks
Get all existing in a workspace
Create Task
Creates a new task in Podio.
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 Podio
Podio is a customizable work management solution that allows you to streamline and sync your team’s projects and workflow. It offers features like task management, collaboration tools, and integrated chat functionality.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Podio 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 Podio 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 Podio. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Podio, and a separate workflow where Podio 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 Podio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Podio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
