Connect Deputy and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Employee
New Department
New Location
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 Deputy and Clientary automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Employee
Trigger when there is a new employee in created.
New Department
Trigger when a new department created.
New Location
Trigger when new location in created.
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.
Do thisActions
Action is the task that follows automatically within your Deputy integrations.
Get Company
Get Company details
Add an employee
Create a new staff member.
Add a location
Create a new location.
Get timesheets
View a timesheet
Create a Department
create a new department
Start an employees timesheet
Start a shift for your staff.
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Frequently Asked Questions
To start, connect both your Deputy and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Deputy triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Deputy 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 Deputy 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 Deputy 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 Deputy
Deputy is a comprehensive workforce management solution that simplifies scheduling, timesheets, tasking, and communication for businesses. It helps streamline operations and improve productivity by automating administrative tasks.
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.
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