Connect ClearCRM and Resend to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
Get Contact by ID or Email
Create Segment
Delete Segment
Create Contact
Add or Remove Contact from Segment
List Segments
List Topics
List Contacts
Ready to use ClearCRM and Resend automations
Actions and Triggers
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.
Get Contact by ID or Email
Get contact by ID or email
Create Segment
Create a new segment in Resend to group contacts for targeted broadcasts.
Delete Segment
Permanently delete a segment from Resend using Segment ID.
Create Contact
Create a new contact in Resend with email, name, segments, topics, and custom properties.
Add or Remove Contact from Segment
Add or remove an existing contact from a segment using Contact ID or email.
List Segments
Retrieve all segments from Resend. Fetch all at once or use custom pagination to get specific results.
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Frequently Asked Questions
To start, connect both your ClearCRM and Resend accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Resend (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Resend. This includes choosing which data fields go into which fields of Resend, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Resend typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ClearCRM and Resend. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout Resend
Resend is a platform designed to streamline and automate the process of resending emails, notifications, and other digital communications. It helps businesses ensure that important messages reach their intended recipients, even if the initial attempt fails. With Resend, users can manage and track their communication efforts efficiently, improving engagement and response rates.
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