Connect Form.taxi and ClearCRM to Build Intelligent Automations

Choose a Trigger

Form.taxi

When this happens...

Choose an Action

ClearCRM

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Submission

New Submission

Triggers when a new form submission is done.

Get recent contracts

Get recent contracts

Get contracts added in a recent time window and include each contract's timestamp converted to UTC.

New Customer

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

New Estimate

Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.

New Invoice

New Invoice

Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.

Get recent leads

Get recent leads

Get leads added in the configured time window and include each lead's added time in UTC.

Do thisActions

Action is the task that follows automatically within your Form.taxi integrations.

Create a lead

Create a lead

Create a new lead in Clear CRM using the contact and company details you provide.

Request a new Action for Form.taxi

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Frequently Asked Questions

How do I start an integration between Form.taxi and ClearCRM?

To start, connect both your Form.taxi and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Form.taxi triggers actions in ClearCRM (or vice versa).

Can we customize how data from Form.taxi is recorded in ClearCRM?

Absolutely. You can customize how Form.taxi 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.

How often does the data sync between Form.taxi and ClearCRM?

The data sync between Form.taxi and ClearCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Form.taxi to ClearCRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Form.taxi and ClearCRM?

Yes, you can set conditional logic to control the flow of data between Form.taxi 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.

Form.taxi

About Form.taxi

Form.taxi is a platform designed to streamline the process of creating and managing forms specifically for the transportation industry. It allows users to easily build custom forms for bookings, feedback, and other transportation-related needs.

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ClearCRM

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.

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