Connect Onfleet and Clientary to Build Intelligent Automations
Ready to use Onfleet and Clientary automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Created
Triggers when an Onfleet task 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 Onfleet integrations.
Create Task
Creates a pickup or dropoff task.
List Administrators
Get all the administrators
Delete Task
Delete a active task
Clone Task
Clones a existing task
List Workers
Returns a collection of all workers in your organization.
Get Workers by Location
You may provide a coordinate pair along with a radius to get a list of workers who are currently within a certain target area.
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Frequently Asked Questions
To start, connect both your Onfleet and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Onfleet triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Onfleet 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 Onfleet 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 Onfleet 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 Onfleet
Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.
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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