Connect ClearCRM and Rows 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!
Add Row
Create table
Delete table
Rename Table
Create Spreadsheet Page
Delete Spreadsheet Page
Rename Spreadsheet
Get values from range
Ready to use ClearCRM and Rows automations
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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.
Create a lead
Create a new lead in Clear CRM using the contact and company details you provide.
Add Row
Add a new row to the selected table using the values you provide.
Create table
Create a new table with the given name on the chosen page of your spreadsheet.
Delete table
Deletes the selected table from the chosen spreadsheet.
Rename Table
Renames a table in the chosen spreadsheet to the new name you provide.
Create Spreadsheet Page
Adds a new page (tab) to the selected spreadsheet using the name you provide.
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Frequently Asked Questions
To start, connect both your ClearCRM and Rows accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Rows (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Rows. This includes choosing which data fields go into which fields of Rows, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Rows 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 Rows. 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 Rows
Rows is a powerful online spreadsheet tool designed to enhance productivity and collaboration. It offers advanced features for data analysis, automation, and integration with various apps and services.
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