Connect Giddh and Clearpoint Strategy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Giddh
Choose an Action
Automatically do this!
- Request a new Action for Clearpoint Strategy
Enable Integrations or automations with these events of Giddh and Clearpoint Strategy
Enable Integrations or automations with these events of Giddh and Clearpoint Strategy
Actions
Create Invoice
Generates a new invoice in Giddh.
Create Customer
Creates a Customer or Account.
Create Address
Create Address in Your Account
Find Company
Find a Company using uniqueId.
Create Group
Creates a Group
Delete Group
Delete a Group.
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Frequently Asked Questions
To start, connect both your Giddh and Clearpoint Strategy accounts to viaSocket. Once connected, you can set up a workflow where an event in Giddh triggers actions in Clearpoint Strategy (or vice versa).
Absolutely. You can customize how Giddh data is recorded in Clearpoint Strategy. This includes choosing which data fields go into which fields of Clearpoint Strategy, setting up custom formats, and filtering out unwanted information.
The data sync between Giddh and Clearpoint Strategy 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 Giddh and Clearpoint Strategy. 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 Giddh
Giddh is a comprehensive accounting software designed to simplify financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting, making it an ideal solution for small to medium-sized enterprises looking to streamline their accounting processes.
Learn MoreAbout Clearpoint Strategy
Manage your strategy and create reports in less time. ClearPoint makes it simple for you to link and align goals, KPIs and projects, to integrate data from multiple sources, and to automatically generate and distribute reports.
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