Connect Detrack and Clientary to Build Intelligent Automations
Ready to use Detrack and Clientary automations
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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 Detrack integrations.
Create Job
Creates a Job in the Detrack Dashboard.
List Jobs
List all jobs
Create Batch
Create multiple delivery or collection jobs in Detrack as a single batch.
Update Job
Update one or more Detrack jobs (DO numbers). Modify job date, type, address, contact, phone, notification email, tracking number, and items — any fields left blank remain unchanged.
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
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Frequently Asked Questions
To start, connect both your Detrack and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Detrack triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Detrack 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 Detrack 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 Detrack 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 Detrack
Detrack is a live delivery tracking system that offers a robust Proof of Delivery system to last-mile couriers and logistics.
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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