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Clientary
Connect Clientary integrations
with your favorite apps
Easily connect Clientary with the apps you use every day. Build and manage Clientary automations
to simplify work and streamline communication. Pick from thousands of available Clientary integrations
or customize new ones through our automation platform.
Select Any App to connect with Clientary
Ready to use Clientary automations
Triggers and Actions in Clientary Automations
viaSocket makes it simple to connectClientary integrations and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Invoice
A new invoice is created in Clientary.
New Contracts
An individual Contracts within Clientary.
Do thisActions
Action is the task that follows automatically within your Clientary app integrations.
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
Create Task
Create a task inside Clientary.
Create Entry
Create A New Entry.
Create Invoice Payment
Create A New Invoice Payment.
Update Expense
Update an exsiting expense.
Real-World Use Cases of Clientary Integrations
See how Clientary integrates with popular apps to automate tasks and streamline your workflow.
- Integrate clientary with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and clientary databases.
- Integrate clientary with MySQL to automatically sync records, facilitating seamless data exchange between clientary and your SQL databases.
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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.
Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
About 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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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