Connect ClearCRM and TimelinesAI
Integrate ClearCRM with TimelinesAI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Uploaded File to Existing Chat in TimelinesAI when Get recent contracts from ClearCRM
Send Message to Existing Chat via TimelinesAI when Get recent contracts from ClearCRM
Find Whatsapp Account using TimelinesAI when Get recent contracts from ClearCRM
Close Chat in TimelinesAI when Get recent contracts from ClearCRM
Find Uploaded File in Timelinesai when Get recent contracts from ClearCRM
Popular ClearCRM + TimelinesAI 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
TimelinesAI
Automatically do this!
Send Message to New Chat
Send Uploaded File to Existing Chat
Send Message to Existing Chat
Find Whatsapp Account
Close Chat
Find Uploaded File
Send Uploaded File to Existing Chat in TimelinesAI when Get recent contracts from ClearCRM
Use this flowSend Message to Existing Chat via TimelinesAI when Get recent contracts from ClearCRM
Use this flowFind Whatsapp Account using TimelinesAI when Get recent contracts from ClearCRM
Use this flowClose Chat in TimelinesAI when Get recent contracts from ClearCRM
Use this flowFind Uploaded File in Timelinesai when Get recent contracts from ClearCRM
Use this flowSend Uploaded File to Existing Chat in TimelinesAI when New Customer in Clearcrm
Use this flowSend Message to Existing Chat via TimelinesAI when New Customer in Clearcrm
Use this flowFind Whatsapp Account using TimelinesAI when New Customer in Clearcrm
Use this flowClose Chat in TimelinesAI when New Customer in Clearcrm
Use this flowFind Uploaded File in Timelinesai when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and TimelinesAI.
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 Message to New Chat
Sends a message to a new chat.
Send Uploaded File to Existing Chat
Sends an uploaded file to an existing chat.
Send Message to Existing Chat
Sends a message to an already existing chat.
Find Whatsapp Account
Finds a specific WhatsApp account.
Close Chat
Closes an existing chat.
Find Uploaded File
Finds an uploaded file in the system.
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 TimelinesAI
TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and TimelinesAI 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 TimelinesAI 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 TimelinesAI. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in TimelinesAI, and a separate workflow where TimelinesAI 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 TimelinesAI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and TimelinesAI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
