Connect ClearCRM and ReadMe
Integrate ClearCRM with ReadMe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Show Documentation Branches in ReadMe when Get recent contracts from ClearCRM
Create Documentation Category in ReadMe when Get recent contracts from ClearCRM
Update Category in ReadMe when Get recent contracts from ClearCRM
Create Custom Page in ReadMe when Get recent contracts from ClearCRM
Upload Image to ReadMe when Get recent contracts from ClearCRM
Popular ClearCRM + ReadMe 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
ReadMe
Automatically do this!
Show Documentation Branches
Create Documentation Category
Update Category
Create Custom Page
Upload Image
List Categories
List All Branches
Show Documentation Branches in ReadMe when Get recent contracts from ClearCRM
Use this flowCreate Documentation Category in ReadMe when Get recent contracts from ClearCRM
Use this flowUpdate Category in ReadMe when Get recent contracts from ClearCRM
Use this flowCreate Custom Page in ReadMe when Get recent contracts from ClearCRM
Use this flowUpload Image to ReadMe when Get recent contracts from ClearCRM
Use this flowList Categories from ReadMe when Get recent contracts from ClearCRM
Use this flowList All Branches from ReadMe when Get recent contracts from ClearCRM
Use this flowShow Documentation Branches in ReadMe when New Customer in Clearcrm
Use this flowCreate Documentation Category in ReadMe when New Customer in Clearcrm
Use this flowUpdate Category in ReadMe when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and ReadMe.
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.
Show Documentation Branches
Show all documentation branches and their base, privacy, release stage, and last updated time.
Create Documentation Category
Create a new documentation category in the selected branch and section.
Update Category
Update a category's title, sidebar position, or section in the selected ReadMe branch.
Create Custom Page
Create a documentation page in a selected project version by setting the title, URL slug, content, appearance, SEO metadata, and visibility.
Upload Image
Add an image to your ReadMe documentation.
List Categories
Show all or one category
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating ClearCRM and ReadMe free
No credit card required. Set up your first workflow in minutes.
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 ReadMe
ReadMe is a comprehensive platform designed to help businesses create, manage, and share API documentation effortlessly. It offers tools for interactive documentation, user guides, and developer portals, enhancing the developer experience and streamlining communication.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and ReadMe 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 ReadMe 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 ReadMe. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in ReadMe, and a separate workflow where ReadMe 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 ReadMe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and ReadMe integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
