Connect Runn and ClearCRM to Build Intelligent Automations

Choose a Trigger

Runn

When this happens...

Choose an Action

ClearCRM

Automatically do this!

Ready to use Runn and ClearCRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Payment

New Payment

Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.

Do thisActions

Action is the task that follows automatically within your Runn integrations.

Create project

Create project

Create a new Runn project for the chosen client, with optional budget, team, and rate settings.

Create client

Create client

Create a new client in Runn using a name and optional website.

Create Person

Create Person

Add a person to Runn so they can be assigned a role, team, and schedule.

Create role

Create role

Create a new role in Runn to assign to people and projects.

Create skill

Create skill

Add a new skill to Runn so you can assign and track expertise.

Assign person to project

Assign person to project

Add a person to a project for selected dates with daily time, role, and billable status.

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Frequently Asked Questions

How do I start an integration between Runn and ClearCRM?

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

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

Absolutely. You can customize how Runn 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 Runn and ClearCRM?

The data sync between Runn 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 Runn 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 Runn and ClearCRM?

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

Runn

About Runn

Runn is a powerful tool designed to streamline project management and resource planning. It offers intuitive features for scheduling, tracking, and forecasting, making it ideal for teams looking to optimize their workflow and resource allocation.

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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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