Connect Payrexx and Clientary to Build Intelligent Automations

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Payrexx

When this happens...

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Clientary

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Expense

New Expense

A new expense in Clientary.

New Project

New Project

Triggered when a new project is created in Clientary.

New Client

New Client

Triggered when a new client is created in Clientary.

New Estimate

New Estimate

Triggered when a new estimate is created in Clientary.

New Invoice

New Invoice

A new invoice is created in Clientary.

New Contracts

New Contracts

An individual Contracts within Clientary.

Do thisActions

Action is the task that follows automatically within your Payrexx integrations.

Create a Design

Create a Design

Create a new Design.

Update a Design

Update a Design

Update a specific design by id.

Create Client

Create Client

Create a new client in Clientary.

Create Expense

Create Expense

Create a new expense in Clientary.

Create Task

Create Task

Create a task inside Clientary.

Create Entry

Create Entry

Create A New Entry.

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Frequently Asked Questions

How do I start an integration between Payrexx and Clientary?

To start, connect both your Payrexx and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Payrexx triggers actions in Clientary (or vice versa).

Can we customize how data from Payrexx is recorded in Clientary?

Absolutely. You can customize how Payrexx 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.

How often does the data sync between Payrexx and Clientary?

The data sync between Payrexx and Clientary typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Payrexx to Clientary?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Payrexx and Clientary?

Yes, you can set conditional logic to control the flow of data between Payrexx 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.

Payrexx

About Payrexx

Payrexx is a versatile payment processing platform designed to simplify online transactions for businesses of all sizes. It offers a user-friendly interface and a range of tools to manage payments, subscriptions, and donations efficiently. With Payrexx, businesses can easily integrate various payment methods, ensuring a seamless checkout experience for their customers.

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Clientary

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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