Connect RouteLogic and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Task Updated
Task Deleted
Sending Notifications
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 RouteLogic and Clientary automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created.
Task Updated
Triggers when a task is updated.
Task Deleted
Trigger's when a task is deleted.
Sending Notifications
Triggers when a new notifications is sent.
New Expense
A new expense in Clientary.
New Project
Triggered when a new project is created in Clientary.
Do thisActions
Action is the task that follows automatically within your RouteLogic integrations.
Create Products Task
Create a new product task.
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
Create Task
Create a task inside Clientary.
Create Entry
Create A New Entry.
Create Invoice Payment
Create A New Invoice Payment.
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Frequently Asked Questions
To start, connect both your RouteLogic and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in RouteLogic triggers actions in Clientary (or vice versa).
Absolutely. You can customize how RouteLogic 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 RouteLogic 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 RouteLogic 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 RouteLogic
Routelogic is a comprehensive route optimization and logistics management platform designed to streamline transportation operations. It offers advanced tools for planning, scheduling, and optimizing delivery routes, ensuring efficient and cost-effective logistics solutions 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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