Connect Shoppy and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order Is Placed
New Product Is Created
Choose an Action
Automatically do this!
- Request a new Action for ClearCRM
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Is Placed
Runs when a new order is placed in Shoppy.
New Product Is Created
runs when New Product Is Created
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.
Do thisActions
Action is the task that follows automatically within your Shoppy integrations.
Create product
Create a new product.
Update Product
Update product details
Delete Product
Delete a product from your store.
List Queries
Get queries from your Shoppy store.
Create Payment
Create a payment in Shoppy using the /api/v2/pay endpoint.
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Frequently Asked Questions
To start, connect both your Shoppy and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Shoppy triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how Shoppy 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 Shoppy 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 Shoppy 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.
About Shoppy
Shoppy is a versatile eCommerce platform that enables users to create and manage online stores with ease. It offers a range of features for product management, payment processing, and customer engagement, making it ideal for businesses looking to expand their online presence.
Learn MoreAbout 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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