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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Workspace
Trigger when new workspace is created.
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.
Do thisActions
Action is the task that follows automatically within your Instapage integrations.
Create Workspace
Creates a workspace.
Rename Workspace
Rename an existing workspace.
Delete Workspace
Delete an existing workspace.
Create Group
Creates a Group.
Update Group
Updates a Group.
Delete Group
Delete an existing group.
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Frequently Asked Questions
To start, connect both your Instapage and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Instapage triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Instapage 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 Instapage 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 Instapage 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 Instapage
Instapage is the leader in post-click optimization and maximizes conversions for advertisers and marketers by enabling them to create, optimize, and personalize landing pages at scale.
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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