
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket

Automatically do this!
Create Job
Search Job
Update Job
Get Job Opening Candidates
Create Talent Pool
List Talent Pools Openings
Search Talent Pools Opening
Update Talent Pool
Get Talent Pool Candidates
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When this happensTriggers
A trigger is an event that starts a workflow.
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get leads added in the configured time window and include each lead's added time in UTC.
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Action is the task that follows automatically within your ClearCRM integrations.
Creates a new job in Talenteria account.
Find the details of a specific job.
Update the details of a specific job
Fetch all candidate applications linked to a specific job opening by providing the job ID.
Create a new talent pool by providing a title, category, and optional details such as location and visibility settings.
List all the talent pools openings.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ClearCRM and Talenteria accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Talenteria (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Talenteria. This includes choosing which data fields go into which fields of Talenteria, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Talenteria 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 Talenteria. 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.
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 MoreTalenteria is a comprehensive platform designed to streamline talent acquisition and recruitment processes. It offers tools for creating career sites, managing job postings, and enhancing candidate engagement.
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