Connect Timekit and ClearCRM to Build Intelligent Automations

Choose a Trigger

Timekit

When this happens...

Choose an Action

ClearCRM

Automatically do this!

Ready to use Timekit and ClearCRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Get recent contracts

Get recent contracts

Get contracts added in a recent time window and include each contract's timestamp converted to UTC.

New Customer

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

New Estimate

Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.

New Invoice

New Invoice

Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.

Get recent leads

Get recent leads

Get leads added in the configured time window and include each lead's added time in UTC.

New Payment

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 Timekit integrations.

List Resources

List Resources

Get all resources for the app.

List Bookings

List Bookings

Get all bookings.

List Booking Groups

List Booking Groups

Get all group bookings.

List Projects

List Projects

Get all projects.

List Locations

List Locations

Get all locations.

List Services

List Services

Get a list of all the services.

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Frequently Asked Questions

How do I start an integration between Timekit and ClearCRM?

To start, connect both your Timekit and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Timekit triggers actions in ClearCRM (or vice versa).

Can we customize how data from Timekit is recorded in ClearCRM?

Absolutely. You can customize how Timekit 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.

How often does the data sync between Timekit and ClearCRM?

The data sync between Timekit and ClearCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Timekit to ClearCRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Timekit and ClearCRM?

Yes, you can set conditional logic to control the flow of data between Timekit 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.

Timekit

About Timekit

Timekit lets you build scalable and flexible booking experiences and scheduling flows that grow your business.

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ClearCRM

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.

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