Connect Infobip and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Infobip
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 Infobip and Clientary automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Invoice
A new invoice is created in Clientary.
New Contracts
An individual Contracts within Clientary.
Do thisActions
Action is the task that follows automatically within your Infobip integrations.
Send SMS Message
Send SMS message.
Create a Person
Create a new person profile with contact info and optional attributes.
Create a Company
Create a new company record in Infobip with optional details such as notes, country, region, account manager, customer stage, industry, VAT number, tags, and custom attributes.
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
Create Task
Create a task inside Clientary.
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Frequently Asked Questions
To start, connect both your Infobip and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Infobip triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Infobip 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 Infobip 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 Infobip 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 Infobip
Infobip offers omnichannel engagement solutions for businesses to simplify customer communication, enhance CX, and grow securely and reliably.
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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