Connect Reclaim AI and ClearCRM
Integrate Reclaim AI with ClearCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Reclaim AI + ClearCRM flows
Start from a real workflow other teams are already running.
Create Task in Reclaim AI when Get recent contracts from ClearCRM
Use this flowCreate Task in Reclaim AI when New Customer in Clearcrm
Use this flowCreate Task in Reclaim AI when New Estimate in Clearcrm
Use this flowCreate Task in Reclaim AI when New Invoice in Clearcrm
Use this flowCreate Task in Reclaim AI when Get recent leads from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between Reclaim AI and ClearCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new task is created
Runs the workflow automatically whenever a new task is created in the connected Reclaim AI account.
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 Reclaim AI integrations.
Create Task
Create a task with title, due date, priority, notes, duration, and scheduling options (snooze, min/max work duration, on‑deck, event color).
Get Tasks
Find or search tasks and filter results by status, title, priority, or event category.
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 Reclaim AI
Reclaim AI is an AI-powered calendar assistant that automatically schedules focus time, tasks, habits, meetings, and breaks to help individuals and teams protect time, reduce meeting overload, and improve productivity across Google Calendar and Outlook Calendar.
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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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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Reclaim 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 Reclaim 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 Reclaim AI triggers actions in ClearCRM, and a separate workflow where ClearCRM triggers actions in Reclaim 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 Reclaim AI and ClearCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Reclaim 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.
