Connect Dust and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document
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 Dust and Clientary automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers when a new document is created / upserted.
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.
Do thisActions
Action is the task that follows automatically within your Dust integrations.
Talk to an Agent
Send a message to a Dust a gent and retrieve the answer.
Upload Document
Upload a document to a Dust Data Source / Folder.
Search Agent
Search for agent configurations by name in the workspace.
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
Create Task
Create a task inside Clientary.
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Frequently Asked Questions
To start, connect both your Dust and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Dust triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Dust 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 Dust 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 Dust 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 Dust
Dust.tt is a comprehensive workflow automation platform designed to seamlessly integrate and manage data across various sources. It provides robust tools for automating document workflows, data management, and API integrations, helping businesses streamline their operations. Whether it's cloud storage, document handling, or real-time data syncing, Dust.tt allows users to efficiently manage data sources and automate processes to boost productivity.
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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