Connect Clientary and rapidreg to Build Intelligent Automations

Choose a Trigger

Clientary

When this happens...

Choose an Action

rapidreg

Automatically do this!

Enable Integrations or automations with these events of Clientary and rapidreg

Enable Integrations or automations with these events of Clientary and rapidreg

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.

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Clientary and rapidreg?

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

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

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

How often does the data sync between Clientary and rapidreg?

The data sync between Clientary and rapidreg 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 rapidreg?

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 rapidreg?

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