Connect Tiledesk and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New contact Arrives
Choose an Action
Automatically do this!
- Request a new Action for ClearCRM
Ready to use Tiledesk and ClearCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New contact Arrives
runs when new contact arrives
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 Tiledesk integrations.
Create a Contact
Add a new Contact to Tiledesk.
Send Message to Conversation
Send a message into a support ticket or conversation
Invite a team member
Invite a new team member by email and set their role
Create saved reply
Add a reusable message (title and text) to use in chats.
Create tag
Create a tag to organize conversations
Create support request
Create a new support request with an initial message.
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Frequently Asked Questions
To start, connect both your Tiledesk and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Tiledesk triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how Tiledesk 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 Tiledesk 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 Tiledesk 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 Tiledesk
Tiledesk is a comprehensive platform for customer support and communication, offering tools for live chat, chatbots, and multi-channel messaging to enhance customer engagement and streamline support processes.
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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