Connect Miro and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Card
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 Miro and Clientary automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Card
Triggers when a new card 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 Miro integrations.
Get All Board
Get a list of all existing boards
Get All Frame
Get all existing frames of a board
Create a Board
Create a new board
Copy Board
Copies an existing board
Create a Card
Create a new card on a board
Create Client
Create a new client in Clientary.
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Step by step guides to integrate Miro and Clientary
Frequently Asked Questions
To start, connect both your Miro and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Miro triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Miro 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 Miro 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 Miro 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 Miro
Miro is a collaborative online whiteboard platform designed to empower teams to work effectively together, from brainstorming with digital sticky notes to planning and managing agile workflows.
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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