
When this happens...
New Post
New Comment
New Vote
Post Status Change
Tag Added to Post

Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new post is created.
Triggers when a new comment is added to a specific post.
Triggers when a new vote is created
Triggers when posts status is changed
Triggers when tag is added to post
A new expense in Clientary.
Action is the task that follows automatically within your Canny integrations.
creates a new comment
Creates a new post
Changes a post status
Finds the id for a user. If the user does not exist, one is created, and its id is returned. If the user does exist, they will be updated with the data supplied.
Finds an existing post
Returns a list of all boards associated with your company, in no particular order.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Canny and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Canny triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Canny 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 Canny 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 Canny 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.
Canny is a user feedback tool that helps you collect, organize, and analyze feedback from your users to make informed product decisions.
Learn MoreOnline 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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