Connect ClearCRM and Veshort 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 Short Link
Get Short Link Details
Update Short Link
Delete Short Link
List Short Links
List QR Codes
Get QR Code Details
Delete QR Code
Create QR Code
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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 Short Link
Creates a short, branded link from a long URL with tracking and optional customization.
Get Short Link Details
Get detailed information and analytics for a short link by using Link ID.
Update Short Link
Update an existing short link to modify its destination URL, alias, expiration, or targeting settings.
Delete Short Link
Delete an existing short link using its link ID.
List Short Links
Lists your short links and lets you search, sort, and view more pages.
List QR Codes
Lists your QR codes with scan counts and creation dates.
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Frequently Asked Questions
To start, connect both your ClearCRM and Veshort accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Veshort (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Veshort. This includes choosing which data fields go into which fields of Veshort, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Veshort 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 Veshort. 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 Veshort
Veshort is an all-in-one link management platform to shorten URLs, create QR codes, and track performance. Automate workflows, monitor clicks, and optimize your marketing with real-time analytics.
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