Connect clientpay with 2100+ apps

Integrate clientpay with your favorite apps

The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.

If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.

Real-world use cases of clientpay integrations

See how clientpay integrates with popular apps to automate tasks and streamline your workflow.

Sync form responses automatically to a spreadsheet for instant data capture

Send Slack notifications whenever a new row is added or updated in Sheets

Trigger email campaigns in Mailchimp when a new contact is added to a sheet

Create CRM contacts in HubSpot directly from new Google Sheets entries

Generate and save PDF reports to Google Drive from spreadsheet data

Automatically back up database records to a Google Sheet on a daily schedule

clientpay
clientpay
Slack
Gmail
HubSpot
Notion
Shopify
Airtable
+2,100+ more apps

How to get started with clientpay automations

Automate when something happens in clientpay

Login -> Create new flow -> Select trigger -> Search clientpay -> Choose the trigger from the list

Take action in clientpay when something happens in an app or you want to add step in flow

Login -> Create new flow -> Select action -> Search clientpay -> Choose the action from the list

Trigger

clientpay

Action

clientpay

Need help building your workflow?

Get instant answers from our AI assistant or connect with a support specialist anytime.

Frequently Asked Questions

What does "ClientPay automation" with viaSocket actually do?

It links ClientPay events (like a payment or a payment link request) with the other tools you use so routine steps happen automatically—sending payment links, updating invoices in accounting, creating receipts, and triggering team workflows.

Do I need to write code or involve IT?

No. viaSocket is built for non-technical operators: you map triggers and actions through simple workflows. Complex logic can be handled visually or with optional help from your team.

Can viaSocket use AI as part of ClientPay automations?

Yes. viaSocket can add AI steps—for example, classifying overdue invoices, drafting personalized reminder messages, or prioritizing collections—then automatically send ClientPay payment links based on AI decisions.

Will automations expose card data or increase compliance work?

Automations use event and reference data from ClientPay; sensitive payment details remain with the payment provider. You should keep following your payment provider’s security and compliance guidance, while viaSocket handles orchestration without storing raw card numbers.

How quickly can I start automating ClientPay workflows?

You can start with a simple automation (for example, sending a payment link after a signed contract) in a day. More integrated workflows that touch accounting or project systems typically take a few days to configure and test.

clientpay

About clientpay

ClientPay is a simple, web-based solution designed specifically for architecture, engineering, design, and construction professionals.

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viaSocket

About viaSocket

viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.

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