Connect humanitix and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Attendes
New Event
New Order
Choose an Action
Automatically do this!
- Request a new Action for ClearCRM
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Attendes
Triggers on every attendee created on an order. Use this trigger if you want to collect customer information on the ticket level.
New Event
Triggers when a new event is created in your account.
New Order
Triggers when a new order is made in one of your events. This includes just the high level order information
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.
Do thisActions
Action is the task that follows automatically within your humanitix integrations.
Search Event
Search for any current Event by Id.
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Frequently Asked Questions
To start, connect both your humanitix and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in humanitix triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how humanitix 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 humanitix 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 humanitix 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 humanitix
Humanitix is a platform that revolutionizes event management by transforming booking fees into charitable donations. It offers a seamless experience for event organizers to manage ticketing, registrations, and donations, while supporting various social causes. With a focus on making a positive impact, Humanitix is ideal for those who want to combine event management with philanthropy.
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.
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