Connect ClearCRM and YCloud
Integrate ClearCRM with YCloud to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send an Email via YCloud when Get recent contracts from ClearCRM
Retrieve balance in Ycloud when Get recent contracts from ClearCRM
List Unsubscribers from YCloud when Get recent contracts from ClearCRM
List Voice Records from YCloud when Get recent contracts from ClearCRM
List WhatsApp Business Accounts from YCloud when Get recent contracts from ClearCRM
Popular ClearCRM + YCloud 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
YCloud
Automatically do this!
Send an Email
Retrieve balance
List Unsubscribers
List Voice Records
List WhatsApp Business Accounts
List WhatsApp Business Phone Numbers
List WhatsApp Templates
Send an Email via YCloud when Get recent contracts from ClearCRM
Use this flowRetrieve balance in Ycloud when Get recent contracts from ClearCRM
Use this flowList Unsubscribers from YCloud when Get recent contracts from ClearCRM
Use this flowList Voice Records from YCloud when Get recent contracts from ClearCRM
Use this flowList WhatsApp Business Accounts from YCloud when Get recent contracts from ClearCRM
Use this flowList WhatsApp Business Phone Numbers from YCloud when Get recent contracts from ClearCRM
Use this flowList WhatsApp Templates from YCloud when Get recent contracts from ClearCRM
Use this flowSend an Email via YCloud when New Customer in Clearcrm
Use this flowRetrieve balance in Ycloud when New Customer in Clearcrm
Use this flowList Unsubscribers from YCloud when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and YCloud.
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.
Send an Email
Send an email to the customers
Retrieve balance
Get balance from ycloud.
List Unsubscribers
Get all unsubscribers from ycloud.
List Voice Records
Get all Voice Records from ycloud.
List WhatsApp Business Accounts
Get all WhatsApp business accounts from ycloud.
List WhatsApp Business Phone Numbers
Get all WhatsApp business phone numbers from ycloud.
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 YCloud
YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and YCloud 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 YCloud 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 YCloud. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in YCloud, and a separate workflow where YCloud 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 YCloud. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and YCloud integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
