Connect Sigma Computing and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sigma Computing
Choose an Action
Automatically do this!
Create Lead
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contract
Retrieve contracts added in Clear CRM during a specified recent time window and return matching records with a standardized UTC timestamp.
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.
New Lead
Retrieve leads added to Clear CRM during the configured time window and return each lead with its added time converted to UTC (ISO format).
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 Sigma Computing integrations.
List Account Types
Retrieve all Sigma account types with their IDs, names, and descriptions.
Create Team
Creates a new team in Sigma Computing. Optionally add a description, invite members, create a team folder, and set visibility (public or private).
Create workbook
Create a new workbook and save it in the selected folder with an optional owner and description.
List Datasets
Retrieve all datasets available in your Sigma Computing account.
List connections
Retrieve all configured data connections (id, name, and type).
Create a File
Create a new workspace, folder, or workbook in your Sigma account.
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Frequently Asked Questions
To start, connect both your Sigma Computing and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Sigma Computing triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how Sigma Computing 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 Sigma Computing 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 Sigma Computing 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 Sigma Computing
Sigma Computing offers a powerful cloud-based analytics platform designed to empower teams with data-driven insights. It enables users to explore, analyze, and visualize data without the need for complex coding, making it accessible for everyone in the organization.
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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