
When this happens...
Guide Deleted
Guide Added to a Collection
Guide Removed From Collection

Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a guide is deleted.
Triggers when a guide is added to a collection.
Triggers when a guide is removed from the collection.
A new expense in Clientary.
Triggered when a new project is created in Clientary.
Triggered when a new client is created in Clientary.
Action is the task that follows automatically within your Dubble integrations.
Create a new collection.
Updates a collection.
Delete a collection.
Updates a guide
Deletes a guide.
Adds a guide to a collection.

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To start, connect both your Dubble and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Dubble triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Dubble 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 Dubble 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 Dubble 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.
Dubble is a cutting-edge platform designed to enhance team collaboration and productivity. It offers a suite of tools to streamline communication, project management, and task tracking, making it ideal for businesses looking to optimize their workflow.
Learn MoreOnline 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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