Popular ClearCRM + Shiprocket flows

Start from a real workflow other teams are already running.

Choose a trigger

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ClearCRM

When this happens...

Choose an action

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Shiprocket

Automatically do this!

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Supported Triggers & Actions

Everything you can automate between ClearCRM and Shiprocket.

When this happensTriggers

A trigger is an event that starts a workflow.

Get recent contracts

Get recent contracts

Get contracts added in a recent time window and include each contract's timestamp converted to UTC.

New Customer

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

New Estimate

Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.

New Invoice

New Invoice

Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.

Get recent leads

Get recent leads

Get leads added in the configured time window and include each lead's added time in UTC.

New Payment

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 an Order

Create an Order

Creates a new order.

Create a Product

Create a Product

Create a new product.

Create a Pickup Location

Create a Pickup Location

Create a new pickup location in your account.

Generate Invoice

Generate Invoice

Generate Invoice pdf for specific order.

Search Order

Search Order

Search a specific order by order channel name.

Cancel Order

Cancel Order

Cancel a created order.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Shiprocket
Shiprocket + ClearCRM
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About Shiprocket

Shiprocket is a leading eCommerce logistics and shipping solution in India, designed to streamline the shipping process for online retailers. It offers a comprehensive platform that integrates with various eCommerce platforms, providing features like automated shipping, real-time tracking, and multiple courier options to enhance the delivery experience for businesses and their customers.

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Frequently Asked Questions

How do I connect ClearCRM and Shiprocket?

Sign up for a free viaSocket account, then authorize both your ClearCRM and Shiprocket 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between ClearCRM and Shiprocket as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from ClearCRM to Shiprocket?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Shiprocket. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where ClearCRM triggers actions in Shiprocket, and a separate workflow where Shiprocket triggers actions in ClearCRM. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between ClearCRM and Shiprocket. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire ClearCRM and Shiprocket integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.