
When this happens...
Payment Received
Subscription Cancelled

Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a payment is received.
Triggers when a user has cancelled their subscription, or Stripe has marked it as cancelled due to payment failures.
A new expense in Clientary.
Triggered when a new project is created in Clientary.
Triggered when a new client is created in Clientary.
Triggered when a new estimate is created in Clientary.
Action is the task that follows automatically within your PayHere integrations.
Creates a new payment plan
Update the company information for currently authenticated user.
Issue a refund a customer the amount specified, can be a partial refund.
Create a new client in Clientary.
Create a new expense in Clientary.
Create a task inside Clientary.

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To start, connect both your PayHere and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in PayHere triggers actions in Clientary (or vice versa).
Absolutely. You can customize how PayHere 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 PayHere 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 PayHere 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.
PayHere is a comprehensive online payment gateway service that facilitates seamless and secure transactions for businesses and individuals in Sri Lanka. It supports multiple payment methods, including credit cards, mobile payments, and bank transfers, making it easier for users to manage their financial transactions online.
Learn MoreOnline 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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