
When this happens...

Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
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When this happensTriggers
A trigger is an event that starts a workflow.
A new expense in Clientary.
Triggered when a new project is created in Clientary.
Triggered when a new client is created in Clientary.
Triggered when a new estimate is created in Clientary.
A new invoice is created in Clientary.
An individual Contracts within Clientary.
Action is the task that follows automatically within your GoEnhance integrations.
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Create a new client in Clientary.
Create a new expense in Clientary.
Create a task inside Clientary.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your GoEnhance and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in GoEnhance triggers actions in Clientary (or vice versa).
Absolutely. You can customize how GoEnhance 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 GoEnhance 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 GoEnhance 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.
GoEnhance is an AI-powered platform designed to optimize and enhance various business processes through intelligent automation and data-driven insights. It leverages advanced machine learning algorithms to provide solutions that improve efficiency, productivity, and decision-making for businesses.
Learn MoreOnline 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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