Connect Clientary and ShipIt Product Planning to Build Intelligent Automations
Choose a Trigger
When this happens...
New Expense
New Project
New Client
New Estimate
New Invoice
New Contracts
New Lead
New Task
New Payment
New Staff
Choose an Action
Automatically do this!
- Request a new Action for ShipIt Product Planning
Enable Integrations or automations with these events of Clientary and ShipIt Product Planning
Enable Integrations or automations with these events of Clientary and ShipIt Product Planning
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.
Know More About Clientary and Shipit Product Planning Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
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
To start, connect both your Clientary and ShipIt Product Planning accounts to viaSocket. Once connected, you can set up a workflow where an event in Clientary triggers actions in ShipIt Product Planning (or vice versa).
Absolutely. You can customize how Clientary data is recorded in ShipIt Product Planning. This includes choosing which data fields go into which fields of ShipIt Product Planning, setting up custom formats, and filtering out unwanted information.
The data sync between Clientary and ShipIt Product Planning 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 ShipIt Product Planning. 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.
Learn MoreAbout ShipIt Product Planning
Shipit is a product roadmap planning app. It provides a quarterly roadmap framework. You can manage and prioritise roadmap items for upcoming calendar quarters and for various product lines.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.