Connect Seafile and ClearCRM to Build Intelligent Automations

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Seafile

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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 Seafile integrations.

Create Group

Create Group

Creates a Group.

Create a lead

Create a lead

Create a new lead in Clear CRM using the contact and company details you provide.

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Frequently Asked Questions

How do I start an integration between Seafile and ClearCRM?

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

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

Absolutely. You can customize how Seafile 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 Seafile and ClearCRM?

The data sync between Seafile 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 Seafile 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 Seafile and ClearCRM?

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

Seafile

About Seafile

Seafile is a powerful open-source file synchronization and sharing platform designed for high reliability, performance, and productivity. It allows users to store and manage files securely, collaborate with team members, and access files from any device. With features like file versioning, encryption, and seamless integration with various tools, Seafile is ideal for both personal and enterprise use.

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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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