Connect ClearCRM and Trackingtime 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!
Add Customer
Update Project
Add Time Entry
Add Service
Add Task
Update Task
Add Project
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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.
Add Customer
Adds a new customer.
Update Project
Updates an existing project.
Add Time Entry
Adds a new time entry.
Add Service
Adds a new service.
Add Task
Adds a new task.
Update Task
Update tasks for Tracking Time.
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Frequently Asked Questions
To start, connect both your ClearCRM and Trackingtime accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Trackingtime (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Trackingtime. This includes choosing which data fields go into which fields of Trackingtime, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Trackingtime 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 Trackingtime. 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 Trackingtime
Trackingtime is a comprehensive time tracking and productivity tool designed to help businesses and individuals manage their time efficiently. It offers features such as task management, project tracking, and detailed reporting to ensure optimal productivity and time management.
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