Connect Browse AI and Clientary to Build Intelligent Automations

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Browse AI

When this happens...

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Clientary

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Tasks

New Tasks

Triggers when a task is finished successfully.

Table Export

Table Export

Triggers when a table export successfully .

New Expense

New Expense

A new expense in Clientary.

New Project

New Project

Triggered when a new project is created in Clientary.

New Client

New Client

Triggered when a new client is created in Clientary.

New Estimate

New Estimate

Triggered when a new estimate is created in Clientary.

Do thisActions

Action is the task that follows automatically within your Browse AI integrations.

Bulk Run Tasks

Bulk Run Tasks

Bulk runs up to 50,000 tasks using a robot.

Create Client

Create Client

Create a new client in Clientary.

Create Expense

Create Expense

Create a new expense in Clientary.

Create Task

Create Task

Create a task inside Clientary.

Create Entry

Create Entry

Create A New Entry.

Create Invoice Payment

Create Invoice Payment

Create A New Invoice Payment.

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Frequently Asked Questions

How do I start an integration between Browse AI and Clientary?

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

Can we customize how data from Browse AI is recorded in Clientary?

Absolutely. You can customize how Browse AI data is recorded in Clientary. This includes choosing which data fields go into which fields of Clientary, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Browse AI and Clientary?

The data sync between Browse AI and Clientary 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 Browse AI to Clientary?

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 Browse AI and Clientary?

Yes, you can set conditional logic to control the flow of data between Browse AI and Clientary. 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.

Browse AI

About Browse AI

Browse.ai is a powerful tool designed to automate web data extraction and monitoring. It allows users to easily capture and track data from websites without the need for coding, making it ideal for businesses and individuals looking to streamline their data collection processes.

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Clientary

About Clientary

Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.

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