Enable Integrations or automations with these events of Clientary and Power Tools
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.
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 Power Tools accounts to viaSocket. Once connected, you can set up a workflow where an event in Clientary triggers actions in Power Tools (or vice versa).
Absolutely. You can customize how Clientary data is recorded in Power Tools. This includes choosing which data fields go into which fields of Power Tools, setting up custom formats, and filtering out unwanted information.
The data sync between Clientary and Power Tools 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 Power Tools. 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 MorePower Tools is a comprehensive platform dedicated to providing high-quality tools and resources for professionals and DIY enthusiasts. Whether you're in construction, woodworking, or any other field that requires reliable tools, Power Tools offers a wide range of products and expert advice to help you get the job done efficiently and effectively.
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