Integrations ClearCRM Text Summarizer
ClearCRM + Text Summarizer

Connect ClearCRM and Text Summarizer to Build Intelligent Automations

Choose a Trigger

ClearCRM

When this happens...

Choose an Action

Text Summarizer

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Ready to use ClearCRM and Text Summarizer automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Get recent contracts

Get recent contracts

Get contracts added in a recent time window and include each contract's timestamp converted to UTC.

New Customer

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

New Estimate

Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.

New Invoice

New Invoice

Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.

Get recent leads

Get recent leads

Get leads added in the configured time window and include each lead's added time in UTC.

New Payment

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.

Create a lead

Create a lead

Create a new lead in Clear CRM using the contact and company details you provide.

Summarize Text

Summarize Text

Create a concise summary of the provided text.

Request a new Action for ClearCRM

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Frequently Asked Questions

How do I start an integration between ClearCRM and Text Summarizer?

To start, connect both your ClearCRM and Text Summarizer accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Text Summarizer (or vice versa).

Can we customize how data from ClearCRM is recorded in Text Summarizer?

Absolutely. You can customize how ClearCRM data is recorded in Text Summarizer. This includes choosing which data fields go into which fields of Text Summarizer, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ClearCRM and Text Summarizer?

The data sync between ClearCRM and Text Summarizer typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ClearCRM to Text Summarizer?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ClearCRM and Text Summarizer?

Yes, you can set conditional logic to control the flow of data between ClearCRM and Text Summarizer. 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.

ClearCRM

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.

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Text Summarizer

About Text Summarizer

Effortlessly condense lengthy texts into concise summaries with our advanced AI-powered Text Summarizer. Ideal for professionals, students, and anyone needing quick insights from large volumes of text.

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