Connect Hana and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Report Group
New Report Group Message
New Integration Group Space
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 Hana and Clientary automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Report Group
Triggers when a new Report Group is created.
New Report Group Message
Triggers when a new Report Group Message is added to a particular group.
New Integration Group Space
Triggers when Hana is added to a new group space in Chat.
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.
Do thisActions
Action is the task that follows automatically within your Hana integrations.
Create Google Chat Message
Hana will create a Google Chat message in the specified space
Create Report Group Message
Creates a report group message in Hana system that you can QnA over later such that Hana acts as your POC.
Generate Completion
Allows you to generate a completion/reply from Hana based on some input prompt and other parameters. She will automatically consider her memories and other system context to answer your query
Get Chat Completion Status
Get chat completion status for a previously requested chat completion.
Search for Report Group Messages in a Group
Search for report group messages from a particular report group, optionally between 2 timestamps. Max limit - 100 records.
Search for Spaces Hana Is Added In
Search for spaces that Hana is added in Google Chat. Max limit - 100 records.
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Frequently Asked Questions
To start, connect both your Hana and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Hana triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Hana 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 Hana 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 Hana 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 Hana
Hana is a comprehensive platform designed to streamline business operations through advanced technology solutions. It offers a range of services that cater to various business needs, enhancing productivity and efficiency.
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.
Learn More
