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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 a lead
Create a new lead in Clear CRM using the contact and company details you provide.
List Clusters
List all the Cluster
List Cloud Regions
List all the Cloud regions in zilliz.
Create Cluster
Create a dedicated cluster.
Delete Cluster
Deletes a Specified Cluster
List Alert Rules
List all the alert rules
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Frequently Asked Questions
To start, connect both your ClearCRM and Zilliz accounts to viaSocket. Once connected, you can set up a workflow where an event in ClearCRM triggers actions in Zilliz (or vice versa).
Absolutely. You can customize how ClearCRM data is recorded in Zilliz. This includes choosing which data fields go into which fields of Zilliz, setting up custom formats, and filtering out unwanted information.
The data sync between ClearCRM and Zilliz 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 Zilliz. 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 Zilliz
Zilliz is a leading provider of vector database solutions, designed to handle large-scale data processing and analytics. It offers advanced capabilities for managing and querying vector data, making it ideal for AI and machine learning applications. Zilliz's platform is optimized for high performance and scalability, enabling businesses to efficiently process and analyze complex datasets.
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