Connect ClearCRM and ResourceGuru
Integrate ClearCRM with ResourceGuru to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List active projects from ResourceGuru when Get recent contracts from ClearCRM
List active projects from ResourceGuru when New Customer in Clearcrm
List active projects from ResourceGuru when New Estimate in Clearcrm
List active projects from ResourceGuru when New Invoice in Clearcrm
List active projects from ResourceGuru when Get recent leads from ClearCRM
Popular ClearCRM + ResourceGuru 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
ResourceGuru
Automatically do this!
Create Booking
Update Client
Update Booking
Create Project
Update Project
Create Client
Update Time Off Event
Create Time Off Event
List active activity types
List bookings
List active clients
List custom availability
List custom fields
List downtimes
List active projects
List rates
Get report of resources
Get report of clients
Get report of projects
List active resources
List resource types
List timesheet entries
List active users
List users
List active projects from ResourceGuru when Get recent contracts from ClearCRM
Use this flowList active projects from ResourceGuru when New Customer in Clearcrm
Use this flowList active projects from ResourceGuru when New Estimate in Clearcrm
Use this flowList active projects from ResourceGuru when New Invoice in Clearcrm
Use this flowList active projects from ResourceGuru when Get recent leads from ClearCRM
Use this flowList active projects from ResourceGuru when New Payment in Clearcrm
Use this flowList active projects from ResourceGuru when New Project in Clearcrm
Use this flowList active projects from ResourceGuru when New Proposal in Clearcrm
Use this flowList active projects from ResourceGuru when New Ticket in Clearcrm
Use this flowCreate Time Off Event in ResourceGuru when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and ResourceGuru.
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 Booking
Creates a new booking.
Update Client
Updates an existing client.
Update Booking
Updates an existing booking.
Create Project
Creates a new project.
Update Project
Updates an existing project.
Create Client
Creates a new client.
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 ResourceGuru
ResourceGuru is a resource scheduling and management tool designed to help teams and organizations efficiently allocate and manage their resources. It offers features such as calendar views, resource booking, and utilization tracking to ensure optimal productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and ResourceGuru 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 ResourceGuru 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 ResourceGuru. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in ResourceGuru, and a separate workflow where ResourceGuru 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 ResourceGuru. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and ResourceGuru integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
