Connect AlphaMoon and Clientary to Build Intelligent Automations

Choose a Trigger

AlphaMoon

When this happens...

Choose an Action

Clientary

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Invoice

New Invoice

A new invoice is created in Clientary.

New Contracts

New Contracts

An individual Contracts within Clientary.

Do thisActions

Action is the task that follows automatically within your AlphaMoon integrations.

Get OCR results

Get OCR results

Get OCR results as Plain text

Get collections

Get collections

Get collections using Process ID

Get process Types

Get process Types

Get types of processes available in your Workspace

Get all Processes

Get all Processes

Get details of all available processes

Create Client

Create Client

Create a new client in Clientary.

Create Expense

Create Expense

Create a new expense in Clientary.

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Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between AlphaMoon and Clientary?

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

Can we customize how data from AlphaMoon is recorded in Clientary?

Absolutely. You can customize how AlphaMoon 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 AlphaMoon and Clientary?

The data sync between AlphaMoon 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 AlphaMoon 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 AlphaMoon and Clientary?

Yes, you can set conditional logic to control the flow of data between AlphaMoon 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.

AlphaMoon

About AlphaMoon

Alphamoon offers an AI-driven intelligent document processing platform that reduces manual data entry through OCR capabilities, data extraction, and process automation, making it an indispensable tool for modern businesses seeking efficiency.

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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.

Learn More