Connect Meeting BaaS and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Meeting BaaS
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 Meeting BaaS and Clientary automations
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- Send for Approval acceptCreate Entry of expensesAdd 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 Meeting BaaS integrations.
Sending a bot
Send AI bots to meetings
Removing a Bot
Remove a bot from an ongoing meeting using the API
Get Meetings
Get meeting recording and metadata.
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 Meeting BaaS and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Meeting BaaS triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Meeting BaaS 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 Meeting BaaS 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 Meeting BaaS 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 Meeting BaaS
Meeting BaaS is a comprehensive platform designed to streamline and enhance the process of organizing, scheduling, and conducting meetings. It offers a suite of tools to facilitate seamless communication, collaboration, and documentation, making it an ideal solution for businesses and teams looking to improve their meeting efficiency and productivity.
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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