Connect viaSocket Table and ClearCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Column Value Updates
New Row Is Added
Record Is Updated
Record Is Deleted
Choose an Action
Automatically do this!
- Request a new Action for ClearCRM
Ready to use viaSocket Table and ClearCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Column Value Updates
Runs when column value updates
New Row Is Added
Runs when new row is added
Record Is Updated
Runs when record is updated
Record Is Deleted
Runs when record is deleted
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.
Do thisActions
Action is the task that follows automatically within your viaSocket Table integrations.
Add Row
Add row to selected table
Update Table Row
Change values for a table row.
Delete Records
Remove one or more rows from the selected table using comma-separated row IDs.
Find Table Records
Get table rows by filters
List Table Columns
Retrieve columns for a table
List All Rows From A Table
List all rows in a table
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Frequently Asked Questions
To start, connect both your viaSocket Table and ClearCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in viaSocket Table triggers actions in ClearCRM (or vice versa).
Absolutely. You can customize how viaSocket Table 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 viaSocket Table 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 viaSocket Table 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 viaSocket Table
Dbdash is a comprehensive dashboard application designed to provide insights and analytics for your database. It enables users to visualize data and track key performance indicators effectively.
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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