Connect Form.taxi and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Submission Arrives
Choose an Action
Automatically do this!
- Request a new Action for ClearCRM
Enable Integrations or automations with these events of Form.taxi and ClearCRM
Enable Integrations or automations with these events of Form.taxi and ClearCRM
Triggers
New Submission Arrives
Runs when a new form submission is received.
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.
Trigger an AI plugin action from a webhook and return the result
Automate Social Media Content Creation and Scheduling (Instagram, YouTube, X, LinkedIn)
Automate Instagram Comment Replies + Smart DMs for Keywords
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Frequently Asked Questions
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).
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.
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.
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 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.
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.
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
