Connect ClearCRM and Teamdeck
Integrate ClearCRM with Teamdeck to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add booking to Teamdeck when Get recent contracts from ClearCRM
Create Project in Teamdeck when Get recent contracts from ClearCRM
Create Resource in Teamdeck when Get recent contracts from ClearCRM
Create Organization Unit in Teamdeck when Get recent contracts from ClearCRM
Time Entry Resource in Teamdeck when Get recent contracts from ClearCRM
Popular ClearCRM + Teamdeck flows
Start from a real workflow other teams are already running.
Choose a trigger
ClearCRM
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
Teamdeck
Automatically do this!
Add booking
Create Project
Create Resource
Create Organization Unit
Time Entry Resource
Update Project
Add New MileStone
List Resources
Add booking to Teamdeck when Get recent contracts from ClearCRM
Use this flowCreate Project in Teamdeck when Get recent contracts from ClearCRM
Use this flowCreate Resource in Teamdeck when Get recent contracts from ClearCRM
Use this flowCreate Organization Unit in Teamdeck when Get recent contracts from ClearCRM
Use this flowTime Entry Resource in Teamdeck when Get recent contracts from ClearCRM
Use this flowUpdate Project in Teamdeck when Get recent contracts from ClearCRM
Use this flowAdd New MileStone to Teamdeck when Get recent contracts from ClearCRM
Use this flowList Resources on Teamdeck when Get recent contracts from ClearCRM
Use this flowAdd booking to Teamdeck when New Customer in Clearcrm
Use this flowCreate Project in Teamdeck when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Teamdeck.
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 booking
Add a new Booking to the Selected Resource.
Create Project
Creates a new Project in your Organization.
Create Resource
Creates a new rRsource in your Account.
Create Organization Unit
Creates a organization unit.
Time Entry Resource
Add a new time Entry assigned to any Resource within your Organization.
Update Project
Updates an Existing Project.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Teamdeck
Teamdeck is a resource management and scheduling tool designed to help teams optimize their workflow, manage their time effectively, and ensure project deadlines are met. It offers features such as time tracking, resource scheduling, and project planning to enhance team productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Teamdeck accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClearCRM and Teamdeck as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Teamdeck. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Teamdeck, and a separate workflow where Teamdeck triggers actions in ClearCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClearCRM and Teamdeck. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Teamdeck integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
