Connect Pointagram and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Pointagram
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 Pointagram and Clientary automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Contracts
An individual Contracts within Clientary.
Do thisActions
Action is the task that follows automatically within your Pointagram integrations.
Find Players
Looks up a player by matching either player name, player external id or email-address.
Create Player
Creates a new player.
Create or Find Player
Search for an existing player or create a new one if the player is not found.
Add Points
Add points for a player in a score series
Update a Player
Updates an existing player
Create Client
Create a new client in Clientary.
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Frequently Asked Questions
To start, connect both your Pointagram and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Pointagram triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Pointagram 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 Pointagram 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 Pointagram 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 Pointagram
Pointagram is a platform designed to gamify team activities and enhance engagement through point-based challenges and rewards. It allows teams to create competitions, track progress, and celebrate achievements, fostering a fun and motivating environment.
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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