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IntegrationsClearCRMVizard.ai
ClearCRM + Vizard.ai

Connect ClearCRM and Vizard.ai to Build Intelligent Automations

Choose a Trigger

ClearCRM

When this happens...

Choose an Action

Vizard.ai

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Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contract

New Contract

Retrieve contracts added in Clear CRM during a specified recent time window and return matching records with a standardized UTC timestamp.

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.

New Lead

New Lead

Retrieve leads added to Clear CRM during the configured time window and return each lead with its added time converted to UTC (ISO format).

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.

Create Lead

Create Lead

Create a new lead in Clear CRM using the provided contact, company, and status information.

Submit Video for Clipping

Submit Video for Clipping

Submit a Video for Clipping.

Publish Clips to Social Media

Publish Clips to Social Media

Schedule and publish a selected project video to connected social media accounts.

Retrieve Video Clips

Retrieve Video Clips

Retrieve all video clips for a given project ID, returning each clip's title, URL, duration, transcript, and metadata.

Request a new Action for ClearCRM

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Frequently Asked Questions

How do I start an integration between ClearCRM and Vizard.ai?

To start, connect both your ClearCRM and Vizard.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Vizard.ai (or vice versa).

Can we customize how data from ClearCRM is recorded in Vizard.ai?

Absolutely. You can customize how ClearCRM data is recorded in Vizard.ai. This includes choosing which data fields go into which fields of Vizard.ai, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ClearCRM and Vizard.ai?

The data sync between ClearCRM and Vizard.ai typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ClearCRM to Vizard.ai?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ClearCRM and Vizard.ai?

Yes, you can set conditional logic to control the flow of data between ClearCRM and Vizard.ai. 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.

ClearCRM

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.

CRM (Customer Relationship Management)Sales & CRM
Learn More
Vizard.ai

About Vizard.ai

Vizard is an innovative AI platform designed to enhance productivity and creativity through advanced artificial intelligence tools. It offers solutions for automating tasks, generating insights, and optimizing workflows, making it an essential tool for businesses and individuals looking to leverage AI technology.

AI ToolsProductivity
Learn More

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