Connect ClearCRM and PromptMate.io
Integrate ClearCRM with PromptMate.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Use a Specific Template in Promptmateio when Get recent contracts from ClearCRM
List Projects from PromptMate.io when Get recent contracts from ClearCRM
List Templates in Promptmateio when Get recent contracts from ClearCRM
Lists Available Languages in PromptMate.io when Get recent contracts from ClearCRM
Lists Available Countries in Promptmateio when Get recent contracts from ClearCRM
Popular ClearCRM + PromptMate.io 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
PromptMate.io
Automatically do this!
Use a Specific Template
List Projects
List Templates
Lists Available Languages
Lists Available Countries
Use a Specific Template in Promptmateio when Get recent contracts from ClearCRM
Use this flowList Projects from PromptMate.io when Get recent contracts from ClearCRM
Use this flowList Templates in Promptmateio when Get recent contracts from ClearCRM
Use this flowLists Available Languages in PromptMate.io when Get recent contracts from ClearCRM
Use this flowLists Available Countries in Promptmateio when Get recent contracts from ClearCRM
Use this flowUse a Specific Template in Promptmateio when New Customer in Clearcrm
Use this flowList Projects from PromptMate.io when New Customer in Clearcrm
Use this flowList Templates in Promptmateio when New Customer in Clearcrm
Use this flowLists Available Languages in PromptMate.io when New Customer in Clearcrm
Use this flowLists Available Countries in Promptmateio when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and PromptMate.io.
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.
Use a Specific Template
Use a specific template
List Projects
List all the projects
List Templates
List all the templates
Lists Available Languages
Lists all available languages
Lists Available Countries
Lists all available countries
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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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 PromptMate.io
PromptMate.io is a cutting-edge platform designed to enhance and streamline the creation and management of AI-generated content. It offers tools and features that assist users in crafting high-quality prompts for various AI models, making it an essential resource for developers, content creators, and businesses looking to leverage AI technology effectively.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and PromptMate.io 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 PromptMate.io 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 PromptMate.io. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in PromptMate.io, and a separate workflow where PromptMate.io 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 PromptMate.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and PromptMate.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
