Connect ClearCRM and Seven Time 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!
Create Contact Person
Create Task
Create Work Order
Create Time Log
Create Project
Update Customer
Ready to use ClearCRM and Seven Time 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.
Create Contact Person
Creates a Contact Person in Seven Time.
Create Task
Create Task in Seven Time
Create Work Order
Creates a work order in Seven Time.
Create Time Log
Creates a time log in Seven Time.
Create Project
Creates a new project in Seven Time.
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Frequently Asked Questions
To start, connect both your ClearCRM and Seven Time accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Seven Time (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Seven Time. This includes choosing which data fields go into which fields of Seven Time, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Seven Time 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 Seven Time. 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 Seven Time
Seven Time is a comprehensive time tracking and project management tool designed to help businesses and teams efficiently manage their time and resources. It offers features such as time tracking, project management, invoicing, and reporting, making it an ideal solution for businesses looking to streamline their operations and improve productivity.
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