Conversion + Clientary

Connect Conversion and Clientary to Build Intelligent Automations

Choose a Trigger

When this happens...

Request a new Trigger for Conversion

Choose an Action

Automatically do this!

Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead

Ready to use Conversion and Clientary automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

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.

Do thisActions
Action is the task that follows automatically within your Conversion integrations.

Extract and Text from Document/Image URL

Extracts and converts text from PDF, DOC, or image URLs into readable text content.

Generate Image from text prompt

Generates Image from given text prompt.

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.

We'll help you get started

Our team is all set to help you!

Know More About Conversion and Clientary 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.

Know more

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.

Know more

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.

Know more

Frequently Asked Questions

How do I start an integration between Conversion and Clientary?

To start, connect both your Conversion and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Conversion triggers actions in Clientary (or vice versa).

Can we customize how data from Conversion is recorded in Clientary?

Absolutely. You can customize how Conversion 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.

How often does the data sync between Conversion and Clientary?

The data sync between Conversion and Clientary typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Conversion to Clientary?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Conversion and Clientary?

Yes, you can set conditional logic to control the flow of data between Conversion 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.

About Conversion

Conversion enables seamless conversion of various document formats (PDF, DOC) and images into text. Simply provide a URL for your PDF, DOC, or image file, and the plug will extract and convert the content into readable text. Ideal for users looking to quickly transform content from documents and images into an editable format for further processing or analysis.

AI Tools

Learn More

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.

Proposal and Invoice Management

Learn More

Connect Conversion and Clientary to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Conversion and Clientary automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Expense

New Project

New Client

New Estimate

New Invoice

New Contracts

Do thisActionsAction is the task that follows automatically within your Conversion integrations.

Extract and Text from Document/Image URL

Generate Image from text prompt

Create Client

Create Expense

Create Task

Create Entry

We'll help you get started

Know More About Conversion and Clientary Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About Conversion

About Clientary

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Conversion integrations.