Integrate Clientary with ShopBase to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Order in ShopBase when New Expense in Clientary
Create New Product in ShopBase when New Expense in Clientary
Add Product Variant to ShopBase when New Expense in Clientary
Add Product Image to ShopBase when New Expense in Clientary
Update Product Title and Images in ShopBase when New Expense in Clientary
Start from a real workflow other teams are already running.
Clientary
When this happens...
New Expense
New Project
New Client
New Estimate
New Invoice
New Contracts
New Lead
New Task
New Payment
New Staff
ShopBase
Automatically do this!
Create Order
Create New Product
Add Product Variant
Add Product Image
Update Product Title and Images
Get Shop Details
List Orders
Create Customer
Delete Order
Delete Product
Update Customer
Delete Customer
List All Products
List All Customers
Create Order in ShopBase when New Expense in Clientary
Use this flowCreate New Product in ShopBase when New Expense in Clientary
Use this flowAdd Product Variant to ShopBase when New Expense in Clientary
Use this flowAdd Product Image to ShopBase when New Expense in Clientary
Use this flowUpdate Product Title and Images in ShopBase when New Expense in Clientary
Use this flowGet Shop Details from ShopBase when New Expense in Clientary
Use this flowList Orders from ShopBase when New Expense in Clientary
Use this flowCreate Customer in ShopBase when New Expense in Clientary
Use this flowDelete Order in ShopBase when New Expense in Clientary
Use this flowDelete Product from ShopBase when New Expense in Clientary
Use this flowEverything you can automate between Clientary and ShopBase.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Action is the task that follows automatically within your Clientary integrations.
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.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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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 moreShopBase is a comprehensive eCommerce platform designed to help businesses create and manage online stores with ease. It offers a range of tools for product management, order processing, and customer engagement, making it ideal for entrepreneurs and small to medium-sized businesses looking to establish a strong online presence.
Learn moreSign up for a free viaSocket account, then authorize both your Clientary and ShopBase accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Clientary and ShopBase as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ShopBase. No coding required.
Yes. You can set up a workflow where Clientary triggers actions in ShopBase, and a separate workflow where ShopBase triggers actions in Clientary. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Clientary and ShopBase. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clientary and ShopBase integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.