Connect EventsAir and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for EventsAir
Choose an Action
Automatically do this!
- Request a new Action for ClearCRM
Ready to use EventsAir and ClearCRM automations
Trigger an AI plugin action from a webhook and return the result
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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 EventsAir integrations.
Retrieve List of Events
Retrieves List of Events
Retrieve List of Sessions for an Event
Retrieve List of Sessions
Retrieve Webhook Event Types
Retrieve Webhook Event Types
Retrieve List of Attendees for an Event
Retrieve List of Attendees for an Event
Retrieve a Event Sponsors by ID
Retrieve a Event Sponsors by ID
Retrieve List of Registration for an Event
Retrieve List of registrations for an Event
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Frequently Asked Questions
To start, connect both your EventsAir and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in EventsAir triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how EventsAir data is recorded in ClearCRM. This includes choosing which data fields go into which fields of ClearCRM, setting up custom formats, and filtering out unwanted information.
The data sync between EventsAir and ClearCRM 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 EventsAir and ClearCRM. 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 EventsAir
EventsAir is a comprehensive event management platform designed to streamline the planning, execution, and analysis of events. It offers a suite of tools for event organizers to manage registrations, create engaging virtual and hybrid experiences, and analyze event performance. With its robust features, EventsAir caters to the needs of event professionals looking to enhance attendee experiences and optimize event operations.
Learn MoreAbout 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 More
