Connect Desklog.io and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Desklog.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 Desklog.io 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 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 Desklog.io integrations.
Create Task
Creates a new task in Desklog.io.
Update Task
Updates an existing task in Desklog.io.
Create Project
Creates a Project.
Create Client
Creates a Client.
Create Tag
Creates a Tag.
Update Tag
Update an existing tag.
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Frequently Asked Questions
To start, connect both your Desklog.io and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Desklog.io triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Desklog.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 Desklog.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 Desklog.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 Desklog.io
Desklog.io is a comprehensive project management and time tracking software designed to enhance productivity and streamline workflow processes. It offers features such as task management, employee monitoring, and automated timesheets, making it an ideal solution for businesses looking to optimize their project management and team collaboration efforts.
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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