Connect SMS Everyone and Clientary to Build Intelligent Automations
Ready to use SMS Everyone and Clientary automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Expense
A new expense in Clientary.
New Project
Triggered when a new project is created in Clientary.
New Client
Triggered when a new client is created in Clientary.
New Estimate
Triggered when a new estimate is created in Clientary.
New Invoice
A new invoice is created in Clientary.
New Contracts
An individual Contracts within Clientary.
Do thisActions
Action is the task that follows automatically within your SMS Everyone integrations.
Get campaign status
Check the current status of a campaign.
Cancel an SMS
Cancel a campaign to stop its scheduled SMS messages.
Get delivery status
Check the delivery status of a campaign or message (Delivery receipts)
Get SMS Replies
Get all SMS replies from your account.
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
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Frequently Asked Questions
To start, connect both your SMS Everyone and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS Everyone triggers actions in Clientary (or vice versa).
Absolutely. You can customize how SMS Everyone 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.
The data sync between SMS Everyone and Clientary 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 SMS Everyone 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.
About SMS Everyone
SMS Everyone is a versatile platform designed to streamline communication through SMS. It offers robust features for sending and managing text messages, making it ideal for businesses and individuals looking to enhance their communication strategies.
Learn MoreAbout 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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