
When this happens...
New Entry

Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new entry is created in a Contentful space.
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.
Action is the task that follows automatically within your Contentful integrations.
Creates a new entry in a Contentful space.
Publishes an entry to make it available to the Content Delivery API.
Creates a new asset in a Contentful space.
Publishes an asset to make it available to the Content Delivery API.
Get list of all spaces in an organization.
Create a new client in Clientary.

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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 Contentful and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Contentful triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Contentful data is recorded in Clientary. This includes choosing which data fields go into which fields of Clientary, setting up custom formats, and filtering out unwanted information.
The data sync between Contentful and Clientary 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 Contentful and Clientary. 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.
Contentful is a content management system (CMS) that allows you to create, manage, and distribute content across multiple platforms. It provides a flexible and scalable solution for managing digital content, making it easy for teams to collaborate and deliver engaging experiences.
Learn MoreOnline 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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