Connect Apollo and Clientary
Integrate Apollo with Clientary to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Apollo + Clientary flows
Start from a real workflow other teams are already running.
Choose a trigger
Apollo
When this happens...
When a new account is created in Apollo
When a new contact is created in Apollo
When an existing contact is updated
Choose an action
Clientary
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
Create Account in Apollo when New Expense in Clientary
Use this flowCreate Contact in Apollo when New Expense in Clientary
Use this flowCreate Deal in Apollo when New Expense in Clientary
Use this flowCreate Task in Apollo when New Expense in Clientary
Use this flowUpdate Account in Apollo when New Expense in Clientary
Use this flowSearch Contacts in Apollo when New Expense in Clientary
Use this flowUpdate Contact in Apollo when New Expense in Clientary
Use this flowUpdate Deal in Apollo when New Expense in Clientary
Use this flowSearch People by Email in Apollo when New Expense in Clientary
Use this flowGet Company Details from Apollo when New Expense in Clientary
Use this flowSupported Triggers & Actions
Everything you can automate between Apollo and Clientary.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new account is created in Apollo
Runs the workflow automatically whenever a new account is created in Apollo.
When a new contact is created in Apollo
Runs the workflow automatically whenever a new contact is created in Apollo.
When an existing contact is updated
Runs the workflow automatically whenever an existing contact is updated.
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.
Do thisActions
Action is the task that follows automatically within your Apollo integrations.
Create Account
Create a new account
Create Contact
Add a new contact to Apollo
Create Deal
Create a new deal in Apollo
Create Task
Create and assign a task
Update Account
Update an Apollo account
Search Contacts
Search contacts by criteria
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Apollo and Clientary workflows.
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About Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn more
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Apollo and Clientary accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Apollo and Clientary as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clientary. No coding required.
Yes. You can set up a workflow where Apollo triggers actions in Clientary, and a separate workflow where Clientary triggers actions in Apollo. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Apollo and Clientary. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Apollo and Clientary integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
