Connect PixieBrix and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Database Trigger
Choose an Action
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
Ready to use PixieBrix and Clientary automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Database Trigger
Triggers when the new database 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 PixieBrix integrations.
Create Database
Create a new PixieBrix database
Get All Databases
Retrieve all the databases.
List Team Memberships
Retrieve all the team memberships.
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
Create Task
Create a task inside Clientary.
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Frequently Asked Questions
To start, connect both your PixieBrix and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in PixieBrix triggers actions in Clientary (or vice versa).
Absolutely. You can customize how PixieBrix 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 PixieBrix 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 PixieBrix 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 PixieBrix
PixieBrix is a browser extension anyone can use to customize websites and SaaS to fit the way they work.
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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