Connect docAnalyzer AI and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for docAnalyzer AI
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 docAnalyzer AI 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 docAnalyzer AI integrations.
Find all Documents
Find all Documents
Chat with a Document
Chat with a Document
Find all Labels
Find all Labels
Label based Document Detailing
Label based Document Detailing
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
Know More About Docanalyzerai 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.
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.
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.
Frequently Asked Questions
To start, connect both your docAnalyzer AI and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in docAnalyzer AI triggers actions in Clientary (or vice versa).
Absolutely. You can customize how docAnalyzer AI 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 docAnalyzer AI 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 docAnalyzer AI 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 docAnalyzer AI
docAnalyzer AI is an advanced tool designed to analyze and process documents using artificial intelligence. It offers features such as document classification, data extraction, and content analysis, making it an essential tool for businesses and individuals looking to streamline their document management processes.
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 MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.