Connect ClearCRM and Text2reach
Integrate ClearCRM with Text2reach to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send SMS via Text2reach when Get recent contracts from ClearCRM
Get SMS Delivery Status from Text2reach when Get recent contracts from ClearCRM
Get SMS Delivery Details in Text2reach when Get recent contracts from ClearCRM
Cancel Scheduled SMS in Text2reach when Get recent contracts from ClearCRM
Send SMS via Text2reach when New Customer in Clearcrm
Popular ClearCRM + Text2reach 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
Text2reach
Automatically do this!
Send SMS
Get SMS Delivery Status
Get SMS Delivery Details
Cancel Scheduled SMS
Send SMS via Text2reach when Get recent contracts from ClearCRM
Use this flowGet SMS Delivery Status from Text2reach when Get recent contracts from ClearCRM
Use this flowGet SMS Delivery Details in Text2reach when Get recent contracts from ClearCRM
Use this flowCancel Scheduled SMS in Text2reach when Get recent contracts from ClearCRM
Use this flowSend SMS via Text2reach when New Customer in Clearcrm
Use this flowGet SMS Delivery Status from Text2reach when New Customer in Clearcrm
Use this flowGet SMS Delivery Details in Text2reach when New Customer in Clearcrm
Use this flowCancel Scheduled SMS in Text2reach when New Customer in Clearcrm
Use this flowSend SMS via Text2reach when New Estimate in Clearcrm
Use this flowGet SMS Delivery Status from Text2reach when New Estimate in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Text2reach.
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.
Send SMS
Send an SMS to a phone number
Get SMS Delivery Status
Check SMS delivery status
Get SMS Delivery Details
Fetch SMS delivery details
Cancel Scheduled SMS
Cancel scheduled SMS by ID
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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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 Text2reach
Text2Reach is a powerful SMS marketing and business messaging platform that helps businesses send bulk SMS, notifications, OTPs, and automated messages worldwide. It offers features like SMS API integration, two-way messaging, delivery reports, and campaign scheduling for seamless customer communication. ([text2reach.com][1]) [1]: https://www.text2reach.com/en/?utm_source=chatgpt.com "Text2reach: SMS messaging"
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Text2reach 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 Text2reach 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 Text2reach. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Text2reach, and a separate workflow where Text2reach 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 Text2reach. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Text2reach integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
