Connect Privyr and clientpay to Build Intelligent Automations

Choose a Trigger

Privyr

When this happens...

Choose an Action

clientpay

Automatically do this!

Enable Integrations or automations with these events of Privyr and clientpay

Enable Integrations or automations with these events of Privyr and clientpay

Actions

Create Client

Create Client

Creates a new client

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Frequently Asked Questions

How do I start an integration between Privyr and clientpay?

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

Can we customize how data from Privyr is recorded in clientpay?

Absolutely. You can customize how Privyr data is recorded in clientpay. This includes choosing which data fields go into which fields of clientpay, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Privyr and clientpay?

The data sync between Privyr and clientpay 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 Privyr to clientpay?

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 Privyr and clientpay?

Yes, you can set conditional logic to control the flow of data between Privyr and clientpay. 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.

Privyr

About Privyr

Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.

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clientpay

About clientpay

ClientPay is a simple, web-based solution designed specifically for architecture, engineering, design, and construction professionals.

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