Connect Ecologi and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Ecologi
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 Ecologi 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 Ecologi integrations.
Get all Trees
Get total no of trees user has funded
Get CO2 avoided
Get total number of tonnes of emissions user has avoided
Get all Impact
Get total no of trees funded and total tonnes of CO2 avoided
Purchase Trees
Purchase some trees
Purchase Carbon avoidance
Purchase 1 or more kilogram of carbon avoidance credits per request
Create Client
Create a new client in Clientary.
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Frequently Asked Questions
To start, connect both your Ecologi and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Ecologi triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Ecologi 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 Ecologi 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 Ecologi 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 Ecologi
Ecology provides a platform for tracking environmental changes and promoting sustainable practices. It offers tools for data collection, analysis, and sharing to enhance ecological research and public awareness.
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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