Connect Docugami and ClearCRM
Integrate Docugami with ClearCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a docset in Docugami when Get recent contracts from ClearCRM
Create a project in Docugami when Get recent contracts from ClearCRM
Publish a project in Docugami when Get recent contracts from ClearCRM
Create a docset in Docugami when New Customer in Clearcrm
Create a project in Docugami when New Customer in Clearcrm
Popular Docugami + ClearCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Docugami
When this happens...
Create Project
Create Docsets
Choose an action
ClearCRM
Automatically do this!
- Request a new Action for ClearCRM
Create a docset in Docugami when Get recent contracts from ClearCRM
Use this flowCreate a project in Docugami when Get recent contracts from ClearCRM
Use this flowPublish a project in Docugami when Get recent contracts from ClearCRM
Use this flowCreate a docset in Docugami when New Customer in Clearcrm
Use this flowCreate a project in Docugami when New Customer in Clearcrm
Use this flowPublish a project in Docugami when New Customer in Clearcrm
Use this flowCreate a docset in Docugami when New Estimate in Clearcrm
Use this flowCreate a project in Docugami when New Estimate in Clearcrm
Use this flowPublish a project in Docugami when New Estimate in Clearcrm
Use this flowCreate a docset in Docugami when New Invoice in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Docugami and ClearCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
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 Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Docugami and ClearCRM free
No credit card required. Set up your first workflow in minutes.
About Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
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 Docugami 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 Docugami 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 Docugami triggers actions in ClearCRM, and a separate workflow where ClearCRM triggers actions in Docugami. 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 Docugami and ClearCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Docugami 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.
