Connect UserEcho and Clear Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Topic
New Comment
Choose an Action
Automatically do this!
- Request a new Action for Clear Crm
Ready to use UserEcho and Clear Crm automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Topic
Triggers when a new topic is created in a UserEcho forum.
New Comment
Triggers when a new comment is posted in UserEcho.
New Contract
Retrieve contracts added in Clear CRM during a specified recent time window and return matching records with a standardized UTC timestamp.
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 UserEcho integrations.
Create a Forum
Create a new forum
Create a Topic
Create a new topic by forum id
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Frequently Asked Questions
To start, connect both your UserEcho and Clear Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in UserEcho triggers actions in Clear Crm (or vice versa).
Absolutely. You can customize how UserEcho data is recorded in Clear Crm. This includes choosing which data fields go into which fields of Clear Crm, setting up custom formats, and filtering out unwanted information.
The data sync between UserEcho and Clear Crm 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 UserEcho and Clear Crm. 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 UserEcho
Integrate with UserEcho to manage customer feedback, support tickets, and community interactions seamlessly.
Learn MoreAbout Clear Crm
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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