Connect Chatlease and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New AI Agent Crawled URLs
New Conversations of AI Agent
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 Chatlease and Clientary automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New AI Agent Crawled URLs
Triggered when a new AI agent crawled URLs is added.
New Conversations of AI Agent
Triggered when a new conversations of AI agent is created.
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.
Do thisActions
Action is the task that follows automatically within your Chatlease integrations.
Message Chatbot
Message your Chatbot and Get a Response
Create User
Create a new user.
Add URLs
Add URLs to AI Agent.
Add AI Agent Q/A
Add Question/Answer to AI agent.
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 Chatlease and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatlease triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Chatlease 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 Chatlease 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 Chatlease 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 Chatlease
Chatlease is an AI-powered platform designed to enhance communication and customer interaction through intelligent chat solutions. It leverages artificial intelligence to provide seamless and efficient chat experiences, making it ideal for businesses looking to improve customer support and engagement.
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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