
When this happens...
New Task Created
Task Reaches Its Due Date

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.
Runs when a new task is created.
Runs when task reaches its due date
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 Quire integrations.
Get all existing organizations
Finds an existing user in your Quire account.
Finds a task in a project by its ID.
Add a comment to a task, optionally pin it or post as another user.
Update a task's title, dates, assignees, tags, priority, status, or followers.
Add a task to a project with optional dates, assignees, followers, status, priority, and tags.

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To start, connect both your Quire and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Quire triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Quire 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 Quire 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 Quire 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.
Quire is a collaborative project management tool designed to help teams plan, organize, and execute their tasks efficiently. It offers features such as task lists, Kanban boards, and real-time collaboration to streamline project workflows.
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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