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

Automatically do this!
Create User Task
Update Task
Get User's Tags
Create Tag
Update Tag
Delete Tag
Create Party Group
Get Group Details
Update Group
Delete Task
Score a Task
Send Group Message
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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 Habitica accounts to viaSocket. Once connected, you can set up a workflow where an event in Clientary triggers actions in Habitica (or vice versa).
Absolutely. You can customize how Clientary data is recorded in Habitica. This includes choosing which data fields go into which fields of Habitica, setting up custom formats, and filtering out unwanted information.
The data sync between Clientary and Habitica 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 Habitica. 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 MoreHabitica is a unique productivity app that turns your daily tasks and goals into a role-playing game. By gamifying your to-do list, Habitica helps you stay motivated and organized, rewarding you with experience points and in-game rewards as you complete tasks. It's an engaging way to build habits and achieve personal and professional goals.
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