Connect Easybill and clienty to Build Intelligent Automations

Choose a Trigger

Easybill

When this happens...

Choose an Action

clienty

Automatically do this!

Enable Integrations or automations with these events of Easybill and clienty

Enable Integrations or automations with these events of Easybill and clienty

Triggers

New Document Created

New Document Created

Triggered when a new Document is created in Easybill.

Project Updated

Project Updated

Triggered when an project is updated in Easybill.

New Project Created

New Project Created

Triggered when a new Project is created in Easybill.

Project Deleted

Project Deleted

Triggered when an project is deleted in Easybill.

New Task Created

New Task Created

Triggered when a new Task is created in Easybill.

Task Updated

Task Updated

Triggered when a Task is updated in Easybill.

Actions

Create Customer

Create Customer

Create a customer in a accout

Delete Customer

Delete Customer

Delete a Customer from account

Update Customer

Update Customer

Update a customer in a account.

Create Customer Groups

Create Customer Groups

Creates Customer Groups in a account.

Delete Customer Group

Delete Customer Group

Delete a customer group from account.

Update Customer Groups

Update Customer Groups

Updates Customer Group in a account.

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Frequently Asked Questions

How do I start an integration between Easybill and clienty?

To start, connect both your Easybill and clienty accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybill triggers actions in clienty (or vice versa).

Can we customize how data from Easybill is recorded in clienty?

Absolutely. You can customize how Easybill data is recorded in clienty. This includes choosing which data fields go into which fields of clienty, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Easybill and clienty?

The data sync between Easybill and clienty typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Easybill to clienty?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Easybill and clienty?

Yes, you can set conditional logic to control the flow of data between Easybill and clienty. 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.

Easybill

About Easybill

Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.

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clienty

About clienty

Clienty centralizes and automates your business process by better tracking prospects.

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