Connect KwesForms and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Created
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 KwesForms and Clientary automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Created
runs when New Form 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 KwesForms integrations.
Get All Websites
Retrieve all websites in your account.
Get Website Details
Get detailed information for a specific website.
Create Website
Create a new website with a given name.
Create Form
Create a new form for a selected website.
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
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Frequently Asked Questions
To start, connect both your KwesForms and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in KwesForms triggers actions in Clientary (or vice versa).
Absolutely. You can customize how KwesForms 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 KwesForms 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 KwesForms 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 KwesForms
KwesForms is a powerful tool for creating and managing forms with ease. It offers advanced features like form validation, spam protection, and seamless integration with various platforms, making it ideal for businesses and developers looking to streamline their data collection processes.
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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