
When this happens...
Person Created
Person Updated

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 new person is added to your business.
Triggers when a person is updated in your business.
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 pike13 integrations.
List all user's account details
List all Businesses
List account people.
Lists the available custom fields.
Lists all the event.
Lists all event occurrence.

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To start, connect both your pike13 and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in pike13 triggers actions in Clientary (or vice versa).
Absolutely. You can customize how pike13 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 pike13 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 pike13 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.
The mobile-friendly Pike13 platform allows class-based businesses like strength and conditioning gyms, yoga studios, and pilates studios to manage everything from clients and schedules to billing and payroll.
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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