Connect Badger Maps and Clientary to Build Intelligent 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 Badger Maps integrations.
List Users Profile
List all Users Profile
List Account
Get list of all accounts
Create Check In
Create check-in for an account.
Get Check In
Retrieve user's check-ins for an account with customer_id.
Get Account
Find an exisiting Account by ID or Other fields.
Get Users
Find an exisiting user by email or id.
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Frequently Asked Questions
To start, connect both your Badger Maps and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Badger Maps triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Badger Maps 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 Badger Maps 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 Badger Maps 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 Badger Maps
Badger Maps is a sales productivity and planning app for outside salespeople.
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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