Automate Clientary tasks: invoices, time sheets and payments
Use viaSocket to turn Clientary into an automated revenue engine — generate invoices from billed time, sync clients, trigger payment reminders, and combine Clientary data with other apps and AI.
Ready to use Clientary automations
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Triggers and Actions in Clientary Automations
viaSocket makes it simple to connect Clientary 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 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.
How to get started with Clientary automations
Automate when something happens in Clientary
Login -> Create new flow -> Select trigger -> Search Clientary -> Choose the trigger from the list
Take action in Clientary when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Clientary -> Choose the action from the list
Trigger
Action
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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Frequently Asked Questions
Common automations include creating invoices from completed time entries, syncing clients and projects from your CRM, sending staged payment reminders, exporting billing data to accounting or BI tools, and pushing approved hours to payroll. Each workflow is rule-based and focused on removing repetitive tasks that slow down billing and payments.
Yes. You can configure workflows so that when time entries or projects reach a billed status, viaSocket generates the invoice in Clientary using your rates and line-item structure, and can then email the invoice or mark it for approval.
viaSocket can incorporate AI to improve workflows — for example, auto-categorizing time entries, summarizing project work into invoice descriptions, or identifying likely late-paying clients so the workflow sends stronger reminders. AI is used to augment decision steps, not to replace your billing rules.
viaSocket only accesses the Clientary data you authorize and uses standard encryption for data in transit. Access is limited by the permissions you grant, and workflows run under your account credentials. You can revoke access at any time.
You can set up basic automations (create invoice from time entry, send payment reminders, sync new clients) in a few minutes using prebuilt workflow templates. More complex multi-step rules that involve other systems or AI typically take a bit longer to configure and test.
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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