Connect tabidoo and Clear Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record
Update Record
Choose an Action
Automatically do this!
- Request a new Action for Clear Crm
Enable Integrations or automations with these events of tabidoo and Clear Crm
Enable Integrations or automations with these events of tabidoo and Clear Crm
Triggers
New Record
Triggers when a new record is created.
Update Record
Triggers after a record being update .
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.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your tabidoo and Clear Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in tabidoo triggers actions in Clear Crm (or vice versa).
Absolutely. You can customize how tabidoo data is recorded in Clear Crm. This includes choosing which data fields go into which fields of Clear Crm, setting up custom formats, and filtering out unwanted information.
The data sync between tabidoo and Clear Crm 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 tabidoo and Clear Crm. 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 tabidoo
"Tabidoo is an intuitive and user-friendly online database management system designed to help you organize, store, and manage your data efficiently. With Tabidoo, you can easily create custom tables, manage relationships between data points, and collaborate seamlessly within your organization. Whether you're tracking projects, managing contacts, or handling inventory, Tabidoo simplifies data organization, making it accessible and manageable without the need for complex software or coding skills."
Learn MoreAbout Clear Crm
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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