Connect Skyvern and ClearCRM
Integrate Skyvern with ClearCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Run a Workflow in Skyvern when Get recent contracts from ClearCRM
Create and Run Task in Skyvern when Get recent contracts from ClearCRM
Get a Task from Skyvern when Get recent contracts from ClearCRM
Create Browser Session with Skyvern when Get recent contracts from ClearCRM
Create Folder in Skyvern when Get recent contracts from ClearCRM
Popular Skyvern + ClearCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Skyvern
When this happens...
New or Updated Skyvern Workflow
Choose an action
ClearCRM
Automatically do this!
- Request a new Action for ClearCRM
Run a Workflow in Skyvern when Get recent contracts from ClearCRM
Use this flowCreate and Run Task in Skyvern when Get recent contracts from ClearCRM
Use this flowGet a Task from Skyvern when Get recent contracts from ClearCRM
Use this flowCreate Browser Session with Skyvern when Get recent contracts from ClearCRM
Use this flowCreate Folder in Skyvern when Get recent contracts from ClearCRM
Use this flowRun a Workflow in Skyvern when New Customer in Clearcrm
Use this flowCreate and Run Task in Skyvern when New Customer in Clearcrm
Use this flowGet a Task from Skyvern when New Customer in Clearcrm
Use this flowCreate Browser Session with Skyvern when New Customer in Clearcrm
Use this flowCreate Folder in Skyvern when New Customer in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Skyvern and ClearCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Skyvern Workflow
Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.
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.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
Do thisActions
Action is the task that follows automatically within your Skyvern integrations.
Run a Workflow
Launch a Skyvern workflow run using a workflow ID and optional title, proxy location, webhook, and browser address. Returns the run ID, status, and a link to view the run.
Create and Run Task
Create and start a Skyvern task for a URL and prompt, then return the task ID, initial status, and task link.
Get a Task
Fetch the full details of a specific task by its Task ID.
Create Browser Session
Creates a new browser session and optionally sets timeout, proxy location, browser type, and extensions.
Create Folder
Creates a new folder in Skyvern to organize your files and projects.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
Automate browser tasks with Skyvern and viaSocket
Skyvern’s AI agent automates complex browser tasks—logins, 2FA, form submission, and navigating pop-ups and dynamic content. Paired with viaSocket, it enables triggers and actions to streamline onboarding, subscriptions, procurement, and gov forms.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Skyvern and ClearCRM free
No credit card required. Set up your first workflow in minutes.
About Skyvern
Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.
Learn moreSimilar apps
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Skyvern and ClearCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Skyvern and ClearCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ClearCRM. No coding required.
Yes. You can set up a workflow where Skyvern triggers actions in ClearCRM, and a separate workflow where ClearCRM triggers actions in Skyvern. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Skyvern and ClearCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Skyvern and ClearCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
