
When this happens...
New Contact Is Added

Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new contact is added to Google Contacts.
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.
Action is the task that follows automatically within your Google Contacts integrations.
Creates a new contact in Google Contacts.
Locate a contact by email, full name, or phone number and add them to the selected Google Contacts group.
Search a contact in Google Contacts by name, email or phonenumber.
Updates an existing contact in Google Contacts.
Delete a contact from Google Contacts using email, full name, or phone number.
update an existing group.

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To start, connect both your Google Contacts and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Contacts triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Google Contacts 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 Google Contacts 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 Google Contacts 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.
Google Contacts is a service that allows users to store and organize contact information for individuals and businesses. It integrates seamlessly with other Google services, providing a centralized location for managing personal and professional contacts.
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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