Connect ClearCRM and Snitcher 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!
Add Tag to Organization
Remove Tag From Organisation
List Organisations
Get Organisation Contacts
Create Tag
Ready to use ClearCRM and Snitcher automations
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.
Add Tag to Organization
Add tag to organization
Remove Tag From Organisation
Remove a tag from organisation
List Organisations
List organisations by filters
Get Organisation Contacts
Retrieve organisation contacts
Create Tag
Create a workspace tag
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Frequently Asked Questions
To start, connect both your ClearCRM and Snitcher accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Snitcher (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Snitcher. This includes choosing which data fields go into which fields of Snitcher, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Snitcher 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 Snitcher. 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 Snitcher
A monitoring and alerting tool that notifies users about changes or events on monitored assets.
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