Connect Teambook and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Project Created
New User Joins
Choose an Action
Automatically do this!
- Request a new Action for ClearCRM
Ready to use Teambook and ClearCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Project Created
Runs when project is created
New User Joins
Runs when new user joins
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 Teambook integrations.
Create User
Create a teambook user.
List Project
List all projects.
List Users
List all team members
List Actual Log
List all Actual Log.
List Tasks
List all tasks
List User Capacity
List all User Capacity.
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Frequently Asked Questions
To start, connect both your Teambook and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Teambook triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how Teambook 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 Teambook 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 Teambook 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 Teambook
TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.
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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