Connect HR Partner and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Employee
New Reminder
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 HR Partner and Clientary automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Employee
Triggers when a new employee is created
New Reminder
Triggers when a new reminder is create
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.
New Estimate
Triggered when a new estimate is created in Clientary.
Do thisActions
Action is the task that follows automatically within your HR Partner integrations.
Update Reminder
Updates a Reminder in HR Partner.
Delete Remainder
Delete a reminder completely from HR Partner.
Get all job
list all job
Get Employee
List all Employee
New Applicant
List all new job applicant
Add/Update Applicant
This action will add or update an applicant, including the job they applied for and the stage within that application.
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Frequently Asked Questions
To start, connect both your HR Partner and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in HR Partner triggers actions in Clientary (or vice versa).
Absolutely. You can customize how HR Partner 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 HR Partner 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 HR Partner 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 HR Partner
HR Partner is a comprehensive human resources management platform designed to streamline HR processes for businesses of all sizes. It offers tools for managing employee records, leave requests, recruitment, performance reviews, and more, all in one centralized location.
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.
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