Connect Leadsquared and Clientary to Build Intelligent Automations
Ready to use Leadsquared and Clientary automations
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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 Leadsquared integrations.
Create a new lead
Create a lead in LeadSquared
Find a lead by email id
Find a lead using email id
Find Leads By Phone
Find leads that match one or more phone numbers and return either basic or full lead details.
Create activity on a lead
Post an Activity on a Lead
Search Lead by Criteria
Search lead by criteria
Search Leads by Date
Retrieve leads modified between a start and end date, returning selected fields with optional sorting and pagination.
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Frequently Asked Questions
To start, connect both your Leadsquared and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Leadsquared 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 Leadsquared 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 Leadsquared 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 Leadsquared
Leadsquared is a comprehensive marketing automation and CRM platform designed to help businesses streamline their lead management, sales automation, and customer engagement 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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