Connect ClearCRM and Shiprocket 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 an Order
Create a Product
Create a Pickup Location
Generate Invoice
Search Order
Cancel Order
Change/Update Pickup Location
Update Customer Delivery Address
Generate AWB for Shipment
Search Courier
Search Shipment Detail
Search Country Code
Search Product Detail by Name
Search Integrated channels
Search PickUp Locations
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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 an Order
Creates a new order.
Create a Product
Create a new product.
Create a Pickup Location
Create a new pickup location in your account.
Generate Invoice
Generate Invoice pdf for specific order.
Search Order
Search a specific order by order channel name.
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Frequently Asked Questions
To start, connect both your ClearCRM and Shiprocket accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Shiprocket (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Shiprocket. This includes choosing which data fields go into which fields of Shiprocket, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Shiprocket 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 Shiprocket. 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 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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