Connect TxtSync and ClearCRM
Integrate TxtSync with ClearCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send SMS via TxtSync when Get recent contracts from ClearCRM
Create a Contact in TxtSync when Get recent contracts from ClearCRM
Update a Contact in TxtSync when Get recent contracts from ClearCRM
List Contacts from TxtSync when Get recent contracts from ClearCRM
Send SMS via TxtSync when New Customer in Clearcrm
Popular TxtSync + ClearCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
TxtSync
When this happens...
New Contact Created
Choose an action
ClearCRM
Automatically do this!
- Request a new Action for ClearCRM
Send SMS via TxtSync when Get recent contracts from ClearCRM
Use this flowCreate a Contact in TxtSync when Get recent contracts from ClearCRM
Use this flowUpdate a Contact in TxtSync when Get recent contracts from ClearCRM
Use this flowList Contacts from TxtSync when Get recent contracts from ClearCRM
Use this flowSend SMS via TxtSync when New Customer in Clearcrm
Use this flowCreate a Contact in TxtSync when New Customer in Clearcrm
Use this flowUpdate a Contact in TxtSync when New Customer in Clearcrm
Use this flowList Contacts from TxtSync when New Customer in Clearcrm
Use this flowSend SMS via TxtSync when New Estimate in Clearcrm
Use this flowCreate a Contact in TxtSync when New Estimate in Clearcrm
Use this flowSupported Triggers & Actions
Everything you can automate between TxtSync and ClearCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
runs when a New Contact is Created.
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 TxtSync integrations.
Send SMS
Send a single SMS text message to a phone number or contact
Create a Contact
Adds a new contact to your TxtSync contact list.
Update a Contact
Update an existing contact's details.
List Contacts
List all contacts and their details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About TxtSync
TxtSync is a powerful SMS communication platform designed to enhance business communication through efficient and reliable text messaging services. It offers seamless integration with various applications, enabling businesses to automate and streamline their SMS marketing and customer engagement strategies.
Learn moreSimilar apps
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TxtSync and ClearCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between TxtSync and ClearCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ClearCRM. No coding required.
Yes. You can set up a workflow where TxtSync triggers actions in ClearCRM, and a separate workflow where ClearCRM triggers actions in TxtSync. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between TxtSync and ClearCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TxtSync and ClearCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
