Connect ClearCRM and Sms Alert to Build Intelligent Automations

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Sms Alert

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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.

Create a lead

Create a lead

Create a new lead in Clear CRM using the contact and company details you provide.

Send SMS

Send SMS

Sends an SMS to a specified phone number.

Create Contact

Create Contact

Adds a new contact to the SMS alert system.

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Frequently Asked Questions

How do I start an integration between ClearCRM and Sms Alert?

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

Can we customize how data from ClearCRM is recorded in Sms Alert?

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

How often does the data sync between ClearCRM and Sms Alert?

The data sync between ClearCRM and Sms Alert 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 Sms Alert?

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 Sms Alert?

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

About Sms Alert

Sms alert is a robust platform designed to streamline and automate SMS notifications for businesses and individuals. It offers a range of features including bulk messaging, transactional alerts, and promotional campaigns, ensuring timely and effective communication.

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