Connect ClearCRM and toflow.ai
Integrate ClearCRM with toflow.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create List in toflow.ai when Get recent contracts from ClearCRM
Get Lists from toflow.ai when Get recent contracts from ClearCRM
Delete List in toflow.ai when Get recent contracts from ClearCRM
List Companies from toflow.ai when Get recent contracts from ClearCRM
Delete Company in Toflow.ai when Get recent contracts from ClearCRM
Popular ClearCRM + toflow.ai 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
toflow.ai
Automatically do this!
Create List
Get Lists
Delete List
List Companies
Delete Company
Create Person
Update Person
Create Note
Find Tasks
Delete Task
Find Notes
List Deals
Create Deal
Delete Deal
Send Email
Get Filtered Emails
Create List in toflow.ai when Get recent contracts from ClearCRM
Use this flowGet Lists from toflow.ai when Get recent contracts from ClearCRM
Use this flowDelete List in toflow.ai when Get recent contracts from ClearCRM
Use this flowList Companies from toflow.ai when Get recent contracts from ClearCRM
Use this flowDelete Company in Toflow.ai when Get recent contracts from ClearCRM
Use this flowCreate Person in Toflow.ai when Get recent contracts from ClearCRM
Use this flowUpdate Person in Toflow.ai when Get recent contracts from ClearCRM
Use this flowCreate Note in toflow.ai when Get recent contracts from ClearCRM
Use this flowFind Tasks in toflow.ai when Get recent contracts from ClearCRM
Use this flowDelete Task in toflow.ai when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and toflow.ai.
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.
Create List
Create a new list to organize contacts for outreach campaigns.
Get Lists
Get workspace lists, optionally filtered by resource type.
Delete List
Archive a list to remove it from active use while keeping it recoverable (soft delete).
List Companies
List companies from toflow.ai with pagination; apply default page and page_size when inputs are blank.
Delete Company
Delete a company record.
Create Person
Create a person using the Person Fields input. Company/relation fields are ignored; use company_id to link a company. Optionally add the person to a list.
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 toflow.ai
AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and toflow.ai 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 toflow.ai 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 toflow.ai. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in toflow.ai, and a separate workflow where toflow.ai 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 toflow.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and toflow.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
