Connect ProdPad and Clientary to Build Intelligent Automations

Choose a Trigger

ProdPad

When this happens...

Choose an Action

Clientary

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Idea

New Idea

Triggers when a new idea is created.

New Contact

New Contact

Tiggers when a new contact is created.

New Company

New Company

Triggers when a new company is created.

New Feedback

New Feedback

Triggers when a new Feedback is created.

New Expense

New Expense

A new expense in Clientary.

New Project

New Project

Triggered when a new project is created in Clientary.

Do thisActions

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

Create Contact

Create Contact

Create a new Contact.

Create Feedback

Create Feedback

Create new feedback.

Create Idea

Create Idea

Create a New Idea

Update Feedback

Update Feedback

Update an existing piece of feedback

Update Contact

Update Contact

Update an existing Contact

Find Contact

Find Contact

Find an existing Contact by Contact ID.

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Frequently Asked Questions

How do I start an integration between ProdPad and Clientary?

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

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

Absolutely. You can customize how ProdPad 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 ProdPad and Clientary?

The data sync between ProdPad 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 ProdPad 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 ProdPad and Clientary?

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

ProdPad

About ProdPad

ProdPad is a tool that helps you achieve better products through better product management.

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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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