Connect Chatbase and Clientary to Build Intelligent Automations
Ready to use Chatbase 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 Chatbase integrations.
Create Chatbot
Creates a chatbot
Send Prompt
Send a prompt to your chatbot
Create Contact
Creates a contact.
List Chatbots
Get a list of chatbots.
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
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Frequently Asked Questions
To start, connect both your Chatbase and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatbase triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Chatbase 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 Chatbase 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 Chatbase 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 Chatbase
With Chatbase, you can create a custom GPT chatbot that knows your data. Upload a pdf or a link and get a chatbot that has the info on it.
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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