Connect ClearCRM and Zakeke to Build Intelligent Automations

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ClearCRM

When this happens...

Choose an Action

Zakeke

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Ready to use ClearCRM and Zakeke automations

Actions and Triggers

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.

Retrieve an order by ID

Retrieve an order by ID

Retrieve existing an order by ID.

Get an order by code

Get an order by code

Retrieve an order by code.

Retrieve a design by ID

Retrieve a design by ID

Retrieve relevant data about a design.

Get Print Ready File

Get Print Ready File

Download a print-ready file in the chosen format.

Request a new Action for ClearCRM

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Frequently Asked Questions

How do I start an integration between ClearCRM and Zakeke?

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

Can we customize how data from ClearCRM is recorded in Zakeke?

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

How often does the data sync between ClearCRM and Zakeke?

The data sync between ClearCRM and Zakeke 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 Zakeke?

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 Zakeke?

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

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Zakeke

About Zakeke

Zakeke is a powerful platform that enables businesses to offer product customization and 3D visualization to their customers. It integrates seamlessly with e-commerce platforms, allowing users to personalize products in real-time, enhancing the shopping experience and boosting sales.

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