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Supported Triggers & Actions

Everything you can automate between ClearCRM and Transkriptor.

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.

Transcibe Audio or Video File

Transcibe Audio or Video File

Converts spoken content in an audio or video file into text.

Request a new Action for ClearCRM
How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Transkriptor
Transkriptor + ClearCRM
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About Transkriptor

Transkriptor is a powerful transcription service that converts audio and video files into text quickly and accurately. Ideal for professionals, students, and anyone needing reliable transcription services.

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Frequently Asked Questions

How do I connect ClearCRM and Transkriptor?

Sign up for a free viaSocket account, then authorize both your ClearCRM and Transkriptor 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between ClearCRM and Transkriptor as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from ClearCRM to Transkriptor?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Transkriptor. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where ClearCRM triggers actions in Transkriptor, and a separate workflow where Transkriptor triggers actions in ClearCRM. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between ClearCRM and Transkriptor. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire ClearCRM and Transkriptor integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.