Connect Clientary and omeda to Build Intelligent Automations

Choose a Trigger

Clientary

When this happens...

Choose an Action

omeda

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Enable Integrations or automations with these events of Clientary and omeda

Enable Integrations or automations with these events of Clientary and omeda

Triggers

New Expense

New Expense

A new expense in Clientary.

New Project

New Project

Triggered when a new project is created in Clientary.

New Client

New Client

Triggered when a new client is created in Clientary.

New Estimate

New Estimate

Triggered when a new estimate is created in Clientary.

New Invoice

New Invoice

A new invoice is created in Clientary.

New Contracts

New Contracts

An individual Contracts within Clientary.

Actions

Create Client

Create Client

Create a new client in Clientary.

Create Expense

Create Expense

Create a new expense in Clientary.

Create Task

Create Task

Create a task inside Clientary.

Create Entry

Create Entry

Create A New Entry.

Create Invoice Payment

Create Invoice Payment

Create A New Invoice Payment.

Update Expense

Update Expense

Update an exsiting expense.

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Frequently Asked Questions

How do I start an integration between Clientary and omeda?

To start, connect both your Clientary and omeda accounts to viaSocket. Once connected, you can set up a workflow where an event in Clientary triggers actions in omeda (or vice versa).

Can we customize how data from Clientary is recorded in omeda?

Absolutely. You can customize how Clientary data is recorded in omeda. This includes choosing which data fields go into which fields of omeda, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Clientary and omeda?

The data sync between Clientary and omeda typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Clientary to omeda?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Clientary and omeda?

Yes, you can set conditional logic to control the flow of data between Clientary and omeda. 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.