
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket

Automatically do this!
Add to blacklist
Create a coupon
Update Product Group
Create Section
Update Coupon
Delete Blacklist Entry
Get section details
Get group details
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When this happensTriggers
A trigger is an event that starts a workflow.
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get leads added in the configured time window and include each lead's added time in UTC.
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Action is the task that follows automatically within your ClearCRM integrations.
Create a new lead in Clear CRM using the contact and company details you provide.
Add an IP, email, country, ASN, or email pattern to your blacklist.
Create a coupon that gives customers a percentage or fixed discount, with limits and an expiration date
Update a product group's title, visibility, and sort order.
Create a new section and link groups and products.
Update a coupon’s code, discount, usage limits, minimum order amount, store‑wide setting, and expiry date.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ClearCRM and SellApp accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in SellApp (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in SellApp. This includes choosing which data fields go into which fields of SellApp, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and SellApp 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 SellApp. 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.
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 MoreSellApp is a powerful eCommerce platform designed to streamline online sales and digital product distribution. It offers robust tools for managing transactions, inventory, and customer interactions, making it ideal for businesses looking to enhance their online presence and sales efficiency.
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