Connect Scale and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Scale
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 Scale and Clientary automations
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Contracts
An individual Contracts within Clientary.
Do thisActions
Action is the task that follows automatically within your Scale integrations.
Get Tasks
Retrieve all the tasks for given project.
Create Batch
Create a new batch in a project to group related tasks for processing.
Pause Batch
Pause processing of an in-progress Batch. Only unstarted tasks will be paused.
Resume Batch
Resume processing of a paused Batch. Previously paused tasks will be resumed.
Finalize a batch
Mark a Scale batch as complete so no new tasks can be added.
Cancel Batch
Cancel processing of a Batch. Unstarted tasks will be cancelled. Completed batches cannot be cancelled.
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Frequently Asked Questions
To start, connect both your Scale and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Scale triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Scale 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 Scale 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 Scale 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 Scale
Scale provides advanced AI-driven solutions for data labeling and annotation, helping businesses streamline their machine learning workflows.
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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