Connect BugHerd and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
Comment Created
Task Created
Task Updated
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 BugHerd and Clientary automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Comment Created
Trigger when a comment is created.
Task Created
Trigger when task is created.
Task Updated
Trigger when task is created or 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 BugHerd integrations.
Create Project
Create a project in BugHerd.
Add Member
Add a member to a project.
Add Guest
Add an existing guest to a project, or invite someone by email address.
Update Project
Update settings for an existing project under your control
Delete Project
Delete a project and all associated data.
Add Task to a Project
Add a new task in a project.
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Frequently Asked Questions
To start, connect both your BugHerd and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in BugHerd triggers actions in Clientary (or vice versa).
Absolutely. You can customize how BugHerd 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 BugHerd 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 BugHerd 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 BugHerd
BugHerd is a simple yet powerful web-based bug tracking tool that acts like a sticky note on your website. It allows teams to easily manage feedback and track issues directly on web pages.
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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