
When this happens...
New Expense
New Project
New Client
New Estimate
New Invoice
New Contracts
New Lead
New Task
New Payment
New Staff

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When this happensTriggers
A trigger is an event that starts a workflow.
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.
Action is the task that follows automatically within your Clientary integrations.
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 Genny accounts to viaSocket. Once connected, you can set up a workflow where an event in Clientary triggers actions in Genny (or vice versa).
Absolutely. You can customize how Clientary data is recorded in Genny. This includes choosing which data fields go into which fields of Genny, setting up custom formats, and filtering out unwanted information.
The data sync between Clientary and Genny 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 Genny. 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 MoreGenny is an advanced AI-powered text-to-speech and voiceover platform that allows users to create realistic and natural-sounding voiceovers for various applications. With a wide range of voices and languages, Genny is perfect for content creators, marketers, and businesses looking to enhance their audio content with high-quality voiceovers.
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