Enable Integrations or automations with these events of Clientary and boxlock
A new expense in Clientary.
Triggered when a new project is created in Clientary.
Triggered when a new client is created in Clientary.
Triggered when a new estimate is created in Clientary.
A new invoice is created in Clientary.
An individual Contracts within Clientary.
Create a new client in Clientary.
Create a new expense in Clientary.
Create a task inside Clientary.
Create A New Entry.
Create A New Invoice Payment.
Update an exsiting expense.
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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 Clientary and boxlock accounts to viaSocket. Once connected, you can set up a workflow where an event in Clientary triggers actions in boxlock (or vice versa).
Absolutely. You can customize how Clientary data is recorded in boxlock. This includes choosing which data fields go into which fields of boxlock, setting up custom formats, and filtering out unwanted information.
The data sync between Clientary and boxlock 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 Clientary and boxlock. 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.
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.
Learn MoreBoxLock is a supply chain access control platform that makes operations more efficient, accountable and reliable wherever assets are stored and transferred.
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