Connect Doppio and ClearCRM
Integrate Doppio with ClearCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Render PDF Direct in Doppio when Get recent contracts from ClearCRM
Render Screenshot Direct in Doppio when Get recent contracts from ClearCRM
Render a Screenshot or PDF from a Template using Doppio when Get recent contracts from ClearCRM
Render PDF Direct in Doppio when New Customer in Clearcrm
Render Screenshot Direct in Doppio when New Customer in Clearcrm
Popular Doppio + ClearCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Doppio
When this happens...
- Request a new Trigger for Doppio
Choose an action
ClearCRM
Automatically do this!
- Request a new Action for ClearCRM
Render PDF Direct in Doppio when Get recent contracts from ClearCRM
Use this flowRender Screenshot Direct in Doppio when Get recent contracts from ClearCRM
Use this flowRender a Screenshot or PDF from a Template using Doppio when Get recent contracts from ClearCRM
Use this flowRender PDF Direct in Doppio when New Customer in Clearcrm
Use this flowRender Screenshot Direct in Doppio when New Customer in Clearcrm
Use this flowRender a Screenshot or PDF from a Template using Doppio when New Customer in Clearcrm
Use this flowRender PDF Direct in Doppio when New Estimate in Clearcrm
Use this flowRender Screenshot Direct in Doppio when New Estimate in Clearcrm
Use this flowRender a Screenshot or PDF from a Template using Doppio when New Estimate in Clearcrm
Use this flowRender PDF Direct in Doppio when New Invoice in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Doppio and ClearCRM.
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 Doppio integrations.
Render PDF Direct
Render a PDF directly from a specified URL.
Render Screenshot Direct
Render a Screenshot directly from a specified URL.
Render a Screenshot or PDF from a Template
Render a Screenshot or a PDF from a Template.
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 Doppio
Doppio is a cutting-edge platform designed to enhance productivity and streamline workflows for developers and tech enthusiasts. With its robust set of tools and integrations, Doppio empowers users to efficiently manage their development projects, automate repetitive tasks, and collaborate seamlessly with team members. Whether you're working on a solo project or part of a larger team, Doppio provides the necessary features to boost your productivity and ensure successful project delivery.
Learn moreSimilar apps
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 Doppio 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 Doppio 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 Doppio triggers actions in ClearCRM, and a separate workflow where ClearCRM triggers actions in Doppio. 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 Doppio and ClearCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Doppio 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.
