Connect Clientary and Referral Reactor to Build Intelligent Automations
Enable Integrations or automations with these events of Clientary and Referral Reactor
Enable Integrations or automations with these events of Clientary and Referral Reactor
Triggers
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.
Actions
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.
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Frequently Asked Questions
To start, connect both your Clientary and Referral Reactor accounts to viaSocket. Once connected, you can set up a workflow where an event in Clientary triggers actions in Referral Reactor (or vice versa).
Absolutely. You can customize how Clientary data is recorded in Referral Reactor. This includes choosing which data fields go into which fields of Referral Reactor, setting up custom formats, and filtering out unwanted information.
The data sync between Clientary and Referral Reactor 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 Referral Reactor. 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.
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 Referral Reactor
Referral Reactor is a tool that helps you manage the referrals your business receives. Referrers can join your Reactor and send you referrals right through an app and you can pay them instantly for their referral.
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