Connect DataForms.io and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for DataForms.io
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 DataForms.io and Clientary automations
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 DataForms.io integrations.
Create Form
Creates a new form in DataForms.io using a selected template, title, and submission settings.
Find Form, Template or Entry
Finds a form, template, or entry in your DataForms account by name or code and returns it.
Delete Form
Permanently remove a form so it no longer appears or can be used.
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
Create Task
Create a task inside Clientary.
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Frequently Asked Questions
To start, connect both your DataForms.io and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in DataForms.io triggers actions in Clientary (or vice versa).
Absolutely. You can customize how DataForms.io 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 DataForms.io 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 DataForms.io 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 DataForms.io
Web-based form builder for businesses that creates, templates, and embeds custom forms on websites with team collaboration and role-based permissions. Provides integrations (Zapier, Make) and a RESTful API for automations and programmatic access (base URL: https://api.dataforms.io).
Learn MoreAbout 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.
Learn More
