Connect ClearCRM and Raisely
Integrate ClearCRM with Raisely to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Campaigns in Raisely when Get recent contracts from ClearCRM
List All Donations from Raisely when Get recent contracts from ClearCRM
List All Exercise logs from Raisely when Get recent contracts from ClearCRM
List All Interaction Categories from Raisely when Get recent contracts from ClearCRM
List All Interactions from Raisely when Get recent contracts from ClearCRM
Popular ClearCRM + Raisely 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
Raisely
Automatically do this!
List All Campaigns
List All Donations
List All Exercise logs
List All Interaction Categories
List All Interactions
List All Orders
List All Posts
List All Promo Codes
List All Segments
List All Subscriptions
List All Tags
List All Users
Add a Tag
Add an Interaction
Create Offline Donation
Remove a tag
Create or Update Person
Find User
List All Campaigns in Raisely when Get recent contracts from ClearCRM
Use this flowList All Donations from Raisely when Get recent contracts from ClearCRM
Use this flowList All Exercise logs from Raisely when Get recent contracts from ClearCRM
Use this flowList All Interaction Categories from Raisely when Get recent contracts from ClearCRM
Use this flowList All Interactions from Raisely when Get recent contracts from ClearCRM
Use this flowList All Orders from Raisely when Get recent contracts from ClearCRM
Use this flowList All Posts from Raisely when Get recent contracts from ClearCRM
Use this flowList All Promo Codes from Raisely when Get recent contracts from ClearCRM
Use this flowList All Segments from Raisely when Get recent contracts from ClearCRM
Use this flowList All Subscriptions from Raisely when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Raisely.
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.
List All Campaigns
Retrieve the list of all campaigns
List All Donations
Retrieve the list of all donations
List All Exercise logs
Retrieve the list of all exercise logs
List All Interaction Categories
Retrieve the list of all interaction categories
List All Interactions
Retrieve the list of all interactions
List All Orders
Retrieve the list of all orders
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 Raisely
Raisley is a powerful fundraising platform designed to help non-profits engage communities and raise more funds efficiently.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Raisely 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 Raisely 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 Raisely. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Raisely, and a separate workflow where Raisely 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 Raisely. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Raisely integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
