Connect Tny and ClearCRM to Build Intelligent Automations

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Tny

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ClearCRM

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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 Tny integrations.

Shorten URL

Shorten URL

Generate a Tny shortened link from a provided long URL and return the short URL.

Unshorten URL

Unshorten URL

Unshortens a URL. Follows all redirects and returns the final destination of a URL.

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Frequently Asked Questions

How do I start an integration between Tny and ClearCRM?

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

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

Absolutely. You can customize how Tny 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 Tny and ClearCRM?

The data sync between Tny 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 Tny 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 Tny and ClearCRM?

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

Tny

About Tny

Tny is a powerful URL shortening service designed to simplify link management and enhance online marketing strategies. With Tny, users can easily create, share, and track shortened URLs, making it an essential tool for digital marketers and businesses looking to optimize their online presence.

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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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