
When this happens...

Automatically do this!
Create a lead
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When this happensTriggers
A trigger is an event that starts a workflow.
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get leads added in the configured time window and include each lead's added time in UTC.
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Action is the task that follows automatically within your Recooty AI integrations.
Retrieve all published job postings for the authenticated company.
Retrieve job postings from Recooty and optionally filter by title, job code, city, state, country, employment type, experience level, or remote option. Returns job details, cleaned description, responsibilities, requirements, and application links.
Create a new lead in Clear CRM using the contact and company details you provide.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Recooty AI and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Recooty AI triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how Recooty AI 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 Recooty AI 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 Recooty AI 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.
Recooty is a powerful recruitment tool designed to streamline the hiring process for businesses of all sizes. It offers features like job posting, candidate tracking, and interview scheduling to help companies find the best talent efficiently.
Learn MoreClear 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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