Connect FastSpring and Clientary to Build Intelligent Automations

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FastSpring

When this happens...

Choose an Action

Clientary

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Expense

New Expense

A new expense in Clientary.

New Project

New Project

Triggered when a new project is created in Clientary.

New Client

New Client

Triggered when a new client is created in Clientary.

New Estimate

New Estimate

Triggered when a new estimate is created in Clientary.

New Invoice

New Invoice

A new invoice is created in Clientary.

New Contracts

New Contracts

An individual Contracts within Clientary.

Do thisActions

Action is the task that follows automatically within your FastSpring integrations.

Create an Account

Create an Account

Creates a new account object.

Search Account By Email

Search Account By Email

Searches for an account by email.

Get Product By path

Get Product By path

Retrieves the details of an existing product with the given product_path.

Create Client

Create Client

Create a new client in Clientary.

Create Expense

Create Expense

Create a new expense in Clientary.

Create Task

Create Task

Create a task inside Clientary.

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Frequently Asked Questions

How do I start an integration between FastSpring and Clientary?

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

Can we customize how data from FastSpring is recorded in Clientary?

Absolutely. You can customize how FastSpring 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.

How often does the data sync between FastSpring and Clientary?

The data sync between FastSpring and Clientary 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 FastSpring to Clientary?

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 FastSpring and Clientary?

Yes, you can set conditional logic to control the flow of data between FastSpring 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.

FastSpring

About FastSpring

FastSpring is a comprehensive eCommerce platform designed to help businesses sell software, digital products, and services online. It offers a range of features including global payment processing, subscription management, and localized purchasing experiences to enhance customer satisfaction and streamline sales operations.

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Clientary

About 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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