Connect AX Semantics and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for AX Semantics
Choose an Action
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
Ready to use AX Semantics and Clientary automations
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 AX Semantics integrations.
List Collections
To get all the collections.
Get a single collection
Fetch details of a specific collection
Overall progress status
Display a combined status of all ongoing tasks.
Get all documents
get a list of all documents.
Add a document in a collection
Put a new document into a collection.
Delete a collection data
Delete all data from a collection
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Frequently Asked Questions
To start, connect both your AX Semantics and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in AX Semantics triggers actions in Clientary (or vice versa).
Absolutely. You can customize how AX Semantics 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 AX Semantics 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 AX Semantics 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 AX Semantics
AX Semantics is an AI-powered content generation platform that enables users to automate the creation of written content across various languages and formats.
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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