Connect ClearCRM and Supabase 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 A Row To Table
Delete Project
Create Project
Run PostgreSQL query
Get All Rows From Table
Delete Rows From A Table
Update Rows of a Table
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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.
Add A Row To Table
Add a new row to a selected table in your Supabase project.
Delete Project
Deletes the given project by its reference.
Create Project
Create a new Supabase project
Run PostgreSQL query
Run a PostgreSQL query to retrieve or update data in the selected Supabase project.
Get All Rows From Table
Show all rows from the selected table in your Supabase project.
Delete Rows From A Table
Remove rows in the chosen table that match the values you enter.
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Frequently Asked Questions
To start, connect both your ClearCRM and Supabase accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Supabase (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Supabase. This includes choosing which data fields go into which fields of Supabase, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Supabase 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 Supabase. 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 Supabase
Supabase is an open-source backend-as-a-service platform that provides developers with a suite of tools to build, deploy, and manage applications. It offers features like real-time databases, authentication, and storage, making it a comprehensive solution for modern app development.
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