Connect Cradl AI and ClearCRM
Integrate Cradl AI with ClearCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Documents from Cradl AI when Get recent contracts from ClearCRM
Create Dataset in Cradl AI when Get recent contracts from ClearCRM
Create Document using Cradl AI when Get recent contracts from ClearCRM
List users from Cradl AI when Get recent contracts from ClearCRM
List Agent from Cradl AI when Get recent contracts from ClearCRM
Popular Cradl AI + ClearCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Cradl AI
When this happens...
New Document
New Dataset
Choose an action
ClearCRM
Automatically do this!
- Request a new Action for ClearCRM
List Documents from Cradl AI when Get recent contracts from ClearCRM
Use this flowCreate Dataset in Cradl AI when Get recent contracts from ClearCRM
Use this flowCreate Document using Cradl AI when Get recent contracts from ClearCRM
Use this flowList users from Cradl AI when Get recent contracts from ClearCRM
Use this flowList Agent from Cradl AI when Get recent contracts from ClearCRM
Use this flowCreate agent in Cradl-ai when Get recent contracts from ClearCRM
Use this flowUpdate agent in Cradl-ai when Get recent contracts from ClearCRM
Use this flowDelete agent in Cradl-ai when Get recent contracts from ClearCRM
Use this flowGet Agent Run from Cradl AI when Get recent contracts from ClearCRM
Use this flowList Documents from Cradl AI when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Cradl AI and ClearCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers when a new document is created.
New Dataset
Triggers when a new dataset is created.
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.
Do thisActions
Action is the task that follows automatically within your Cradl AI integrations.
List Documents
Get all existing documents.
Create Dataset
Create a new dataset.
Create Document
Create a new document.
List users
Get all existing users.
List Agent
List all Agent in Cradl AI.
Create agent
Create a new agent.
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 Cradl AI
Cradl AI is a no-code tool for automating document workflows using customized AI - fully automated or with human-in-the-loop validation.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cradl AI and ClearCRM 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 Cradl AI and ClearCRM 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 ClearCRM. No coding required.
Yes. You can set up a workflow where Cradl AI triggers actions in ClearCRM, and a separate workflow where ClearCRM triggers actions in Cradl AI. 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 Cradl AI and ClearCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cradl AI and ClearCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
