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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 Nolt integrations.
Get Post
Retrieve the details of a post by its id
Create User
Create a new user in Nolt
Update User
Update the details of a user by its SSO ID.
Create Post
Creates a new post in Nolt Account
Update Post
Update the details of a specific post in Nolt Account
Create Comment
Create a comment on a post.
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Frequently Asked Questions
To start, connect both your Nolt and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Nolt triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Nolt 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 Nolt 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 Nolt 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 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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