Connect ClearCRM and Truffle AI
Integrate ClearCRM with Truffle AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ClearCRM + Truffle 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
Truffle AI
Automatically do this!
List Agents
Get Agent Details by ID
Create Agent
Run Agent
List Agents from Truffle AI when New Ticket in Clearcrm
Use this flowGet Agent Details by ID from Truffle AI when New Ticket in Clearcrm
Use this flowCreate Agent in Truffle AI when New Ticket in Clearcrm
Use this flowRun Agent using Truffle AI when New Ticket in Clearcrm
Use this flowRun Agent using Truffle AI when New Customer in Clearcrm
Use this flowList Agents from Truffle AI when New Project in Clearcrm
Use this flowRun Agent using Truffle AI when New Proposal in Clearcrm
Use this flowGet Agent Details by ID from Truffle AI when New Invoice in Clearcrm
Use this flowCreate Agent in Truffle AI when Get recent leads from ClearCRM
Use this flowList Agents from Truffle AI when Get recent leads from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Truffle 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.
List Agents
Retrieve a list of all agents
Get Agent Details by ID
Retrieve details of a specific agent by ID
Create Agent
Creates a new AI agent
Run Agent
Execute an agent with provided input
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 Truffle AI
Truffle AI is a cutting-edge platform that leverages artificial intelligence to provide advanced analytics and insights for businesses. It helps organizations make data-driven decisions by analyzing large datasets and offering predictive analytics. With Truffle AI, users can optimize their operations, enhance customer experiences, and drive growth through intelligent data interpretation.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Truffle 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 Truffle 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 Truffle AI. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Truffle AI, and a separate workflow where Truffle 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 Truffle AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Truffle AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
