Connect Reflect and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Link
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 Reflect and Clientary automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Link
Triggers when a new link 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.
New Estimate
Triggered when a new estimate is created in Clientary.
New Invoice
A new invoice is created in Clientary.
Do thisActions
Action is the task that follows automatically within your Reflect integrations.
Create Note
Creates a Note with supplied HTML or Markdown.
Create Link
Creates a Link inside of Reflect.
Append to Daily Note
Appends text to the daily note
List Graphs
Get a list of all graphs.
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
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Frequently Asked Questions
To start, connect both your Reflect and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Reflect triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Reflect 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 Reflect 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 Reflect 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 Reflect
Reflect is a powerful tool designed to help users capture, organize, and reflect on their thoughts and ideas. With features that support note-taking, journaling, and idea management, Reflect.app is perfect for individuals looking to enhance their productivity and mindfulness.
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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