Connect Reamaze and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Conversation Starts
New Message Created
New Contact Created
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 Reamaze and Clientary automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Conversation Starts
Runs when new conversation starts
New Message Created
Runs when new message is created
New Contact Created
Runs when new contact is 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.
Do thisActions
Action is the task that follows automatically within your Reamaze integrations.
Create Contact
Create a contact in Reamaze
Create Message
Send a message in a conversation
Create Conversation
Create a new customer conversation.
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 Reamaze and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Reamaze triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Reamaze 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 Reamaze 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 Reamaze 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 Reamaze
Reamaze is a web-based customer communication platform that integrates email, social media, and live chat functionalities to provide a comprehensive support solution for businesses.
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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