Connect Cashfree and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Cashfree
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 Cashfree and Clientary 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 Cashfree integrations.
Get Order
Get a specific order by its id.
Create Order
Create an order.
Terminate Order
Terminate a specific order by its id.
Create Payment Link
Create a payment link.
Cancel Payment Link
Cancel a specific payment link by its link id.
Get Payment Link
Get a specific payment link details by its link id.
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Frequently Asked Questions
To start, connect both your Cashfree and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Cashfree triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Cashfree 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 Cashfree 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 Cashfree 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 Cashfree
Cashfree is a leading payment gateway and payment processing solution that enables businesses to accept and disburse payments seamlessly. It offers a wide range of payment options, including credit/debit cards, UPI, net banking, and wallets, making it easy for businesses to manage their financial transactions efficiently.
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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