Connect Optform and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
Receives New Form Submission
Choose an Action
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Receives New Form Submission
Runs when a new form submission is received in Optform.
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 Optform integrations.
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
Create Task
Create a task inside Clientary.
Create Entry
Create A New Entry.
Create Invoice Payment
Create A New Invoice Payment.
Update Expense
Update an exsiting expense.
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Frequently Asked Questions
To start, connect both your Optform and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Optform triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Optform 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 Optform 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 Optform 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 Optform
Optform is a versatile platform designed to streamline form creation and data collection for businesses and individuals. With its user-friendly interface, Optform allows users to easily design, distribute, and analyze forms, making it an essential tool for efficient data management.
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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