Connect ClearCRM and Short.Io to Build Intelligent Automations

Choose a Trigger

ClearCRM

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Choose an Action

Short.Io

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Ready to use ClearCRM and Short.Io automations

Actions and Triggers

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.

List Domains

List Domains

Retrieve the details of the Domains present on your account.

Create a Short Link

Create a Short Link

Creates a short link in specific domain.

Delete a Link

Delete a Link

Deletes a link by link id.

List Links

List Links

Returns the list of the links present in the domain.

Get Link details by path

Get Link details by path

Get Link details by path

Get a Link by Long URL

Get a Link by Long URL

Get details of the link by it's long url.

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Frequently Asked Questions

How do I start an integration between ClearCRM and Short.Io?

To start, connect both your ClearCRM and Short.Io accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Short.Io (or vice versa).

Can we customize how data from ClearCRM is recorded in Short.Io?

Absolutely. You can customize how ClearCRM data is recorded in Short.Io. This includes choosing which data fields go into which fields of Short.Io, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ClearCRM and Short.Io?

The data sync between ClearCRM and Short.Io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ClearCRM to Short.Io?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ClearCRM and Short.Io?

Yes, you can set conditional logic to control the flow of data between ClearCRM and Short.Io. 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.

ClearCRM

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.

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Short.Io

About Short.Io

Short.io offers a convenient solution for managing and optimizing URLs for various online activities, ranging from social media marketing to website analytics

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