Connect Frill and ClearCRM to Build Intelligent Automations

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Frill

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ClearCRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Idea

New Idea

Triggers when a new Idea is created.

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 Frill integrations.

Update Idea

Update Idea

Update an existing Idea.

List All Ideas

List All Ideas

Fetch all ideas from your Frill account and return them as a single list.

Create a lead

Create a lead

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

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Frequently Asked Questions

How do I start an integration between Frill and ClearCRM?

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

Can we customize how data from Frill is recorded in ClearCRM?

Absolutely. You can customize how Frill 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 Frill and ClearCRM?

The data sync between Frill 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 Frill 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 Frill and ClearCRM?

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

Frill

About Frill

Frill lets you collect customer feedback, communicate a public roadmap and announce new features.

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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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