Connect ClearCRM and Redbooth
Integrate ClearCRM with Redbooth to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Comment in Redbooth when Get recent contracts from ClearCRM
Create Subtask in Redbooth when Get recent contracts from ClearCRM
Create Task in Redbooth when Get recent contracts from ClearCRM
Create TaskList in Redbooth when Get recent contracts from ClearCRM
Create Conversation in Redbooth when Get recent contracts from ClearCRM
Popular ClearCRM + Redbooth 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
Redbooth
Automatically do this!
Create Comment
Create Subtask
Create Task
Create TaskList
Create Conversation
Create Note
Create Organization
Find a Task
Get a Tasklist
Get a Project
Get an Organization
Update Task
Update Tasklist
Update Subtask
Update Project
Update Note
Update File
Update Conversation
Delete Subtask
Delete Project
Delete Organization
Delete Note
Delete File
Delete Conversation
Create Workspace
Delete Task
List All Activities
List All Notes
List All Conversation
List All Files
List All Memberships
List All Notifications
List All People
List All Project
List All Tags
List All Tasklist
List All Task
List All Users
Create Comment in Redbooth when Get recent contracts from ClearCRM
Use this flowCreate Subtask in Redbooth when Get recent contracts from ClearCRM
Use this flowCreate Task in Redbooth when Get recent contracts from ClearCRM
Use this flowCreate TaskList in Redbooth when Get recent contracts from ClearCRM
Use this flowCreate Conversation in Redbooth when Get recent contracts from ClearCRM
Use this flowCreate Note in Redbooth when Get recent contracts from ClearCRM
Use this flowCreate Organization in Redbooth when Get recent contracts from ClearCRM
Use this flowFind a Task in Redbooth when Get recent contracts from ClearCRM
Use this flowGet a Tasklist in Redbooth when Get recent contracts from ClearCRM
Use this flowGet a Project in Redbooth when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Redbooth.
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 Comment
Creates a new Comment.
Create Subtask
Create a new Subtask.
Create Task
Creates a new task
Create TaskList
Creates a new tasklist
Create Conversation
Creates a new Conversation
Create Note
Creates a new Note
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 Redbooth
Redbooth is an easy-to-use online task and project management software for busy teams. With Redbooth, teams can collaborate on projects, manage tasks, and communicate in real-time, boosting productivity and streamlining workflows.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Redbooth 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 Redbooth 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 Redbooth. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Redbooth, and a separate workflow where Redbooth 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 Redbooth. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Redbooth integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
