Connect Presentations.AI and ClearCRM
Integrate Presentations.AI with ClearCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Decks in Presentations.AI when Get recent contracts from ClearCRM
Generate Outline in Presentations.AI when Get recent contracts from ClearCRM
Create Deck in Presentations-ai when Get recent contracts from ClearCRM
Get Deck Generation Status in Presentations-ai when Get recent contracts from ClearCRM
Create Share Link in Presentations-ai when Get recent contracts from ClearCRM
Popular Presentations.AI + ClearCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Presentations.AI
When this happens...
New Deck
Choose an action
ClearCRM
Automatically do this!
- Request a new Action for ClearCRM
Find Decks in Presentations.AI when Get recent contracts from ClearCRM
Use this flowGenerate Outline in Presentations.AI when Get recent contracts from ClearCRM
Use this flowCreate Deck in Presentations-ai when Get recent contracts from ClearCRM
Use this flowGet Deck Generation Status in Presentations-ai when Get recent contracts from ClearCRM
Use this flowCreate Share Link in Presentations-ai when Get recent contracts from ClearCRM
Use this flowFind Decks in Presentations.AI when New Customer in Clearcrm
Use this flowGenerate Outline in Presentations.AI when New Customer in Clearcrm
Use this flowCreate Deck in Presentations-ai when New Customer in Clearcrm
Use this flowGet Deck Generation Status in Presentations-ai when New Customer in Clearcrm
Use this flowCreate Share Link in Presentations-ai when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Presentations.AI and ClearCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Deck
Runs when a new deck with slides appears in your workspace, optionally within a chosen project.
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.
Do thisActions
Action is the task that follows automatically within your Presentations.AI integrations.
Find Decks
List, search, or get a deck by ID, including its exports.
Generate Outline
Generate an editable slide-by-slide outline from a prompt or source material.
Create Deck
Generate a finished slide deck from a prompt, source text or files, or an edited outline.
Get Deck Generation Status
Check progress of a deck generation and get the download link once it completes.
Create Share Link
Enable a public share link for a deck and get its URL.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Presentations.AI
Presentations.AI turns a prompt, documents or an outline into a finished, designed slide deck (PPTX, PDF or images).
Learn more
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Presentations.AI and ClearCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Presentations.AI and ClearCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ClearCRM. No coding required.
Yes. You can set up a workflow where Presentations.AI triggers actions in ClearCRM, and a separate workflow where ClearCRM triggers actions in Presentations.AI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Presentations.AI and ClearCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Presentations.AI and ClearCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
