Connect ClearCRM and Track-POD to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
Create Order
Delete Order
Update Order
Find a Route by Code
Find an Order by Number
List drivers
Get driver
list route codes for export
List route ids for export
List Vehicle
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Actions and Triggers
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 Order
Create a new order.
Delete Order
Delete an order until Arrived.
Update Order
Update an existing order.
Find a Route by Code
Search for route by code.
Find an Order by Number
Search for order by number.
List drivers
Get All Drivers.
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Frequently Asked Questions
To start, connect both your ClearCRM and Track-POD accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Track-POD (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Track-POD. This includes choosing which data fields go into which fields of Track-POD, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Track-POD typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ClearCRM and Track-POD. 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.
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 MoreAbout Track-POD
Track-POD is a delivery management software that helps businesses streamline their delivery operations, track shipments in real-time, and ensure proof of delivery. It offers features like route optimization, electronic signatures, and real-time tracking to enhance delivery efficiency and customer satisfaction.
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