Connect Landbot and Clientary to Build Intelligent Automations

Choose a Trigger

Landbot

When this happens...

Choose an Action

Clientary

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Expense

New Expense

A new expense in Clientary.

New Project

New Project

Triggered when a new project is created in Clientary.

New Client

New Client

Triggered when a new client is created in Clientary.

New Estimate

New Estimate

Triggered when a new estimate is created in Clientary.

New Invoice

New Invoice

A new invoice is created in Clientary.

New Contracts

New Contracts

An individual Contracts within Clientary.

Do thisActions

Action is the task that follows automatically within your Landbot integrations.

Get  a Channel

Get a Channel

Get an existing channel by its channel ID

List Channels

List Channels

List all existing channels

Delete a Channel

Delete a Channel

Delete an existing Channel by its channel ID

List Customers

List Customers

List all existing Customers

Get a Customer

Get a Customer

Get an existing Customer by Customer ID

Delete a Customer

Delete a Customer

Delete an existing Customer by Customer Id

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Frequently Asked Questions

How do I start an integration between Landbot and Clientary?

To start, connect both your Landbot and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Landbot triggers actions in Clientary (or vice versa).

Can we customize how data from Landbot is recorded in Clientary?

Absolutely. You can customize how Landbot 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.

How often does the data sync between Landbot and Clientary?

The data sync between Landbot and Clientary typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Landbot to Clientary?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Landbot and Clientary?

Yes, you can set conditional logic to control the flow of data between Landbot 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.

Landbot

About Landbot

Landbot is a no-code chatbot platform that enables users to create conversational chatbots designed to improve customer engagement and collect valuable user insights. It allows the deployment of chatbots on websites, WhatsApp, or Facebook Messenger without any coding knowledge.

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Clientary

About 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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