
When this happens...
New Expense
New Project
New Client
New Estimate
New Invoice
New Contracts
New Lead
New Task
New Payment
New Staff

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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.

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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 Transcript Downloader accounts to viaSocket. Once connected, you can set up a workflow where an event in Clientary triggers actions in Transcript Downloader (or vice versa).
Absolutely. You can customize how Clientary data is recorded in Transcript Downloader. This includes choosing which data fields go into which fields of Transcript Downloader, setting up custom formats, and filtering out unwanted information.
The data sync between Clientary and Transcript Downloader 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 Transcript Downloader. 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 MoreTranscript Downloader is a tool designed to simplify the process of downloading and managing transcripts from various sources. Ideal for students, educators, and professionals who need quick access to transcripts for study, review, or record-keeping.
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