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Supported Triggers & Actions

Everything you can automate between ClearCRM and Weaviate.

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.

Create a New Object Class

Create a New Object Class

Create a new data object collection.

Create a New Tenant

Create a New Tenant

Create a new tenant for a collection. Multi-tenancy must be enabled in the collection definition.

Remove an Object Class

Remove an Object Class

Remove a collection from the schema. This will also delete all the objects in the collection.

Delete Tenants From a Class

Delete Tenants From a Class

Delete Tenants From a Class

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 Weaviate
Weaviate + ClearCRM
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About Weaviate

Weaviate is an open-source vector search engine that allows you to store, search, and manage data in a highly efficient manner. It is designed to handle large-scale data sets and provides powerful tools for semantic search and data management.

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Frequently Asked Questions

How do I connect ClearCRM and Weaviate?

Sign up for a free viaSocket account, then authorize both your ClearCRM and Weaviate 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 Weaviate 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 Weaviate?

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

Can the integration run in both directions?

Yes. You can set up a workflow where ClearCRM triggers actions in Weaviate, and a separate workflow where Weaviate 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 Weaviate. 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 Weaviate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.