When this happens...

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.
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.
A new invoice is created in Clientary.
An individual Contracts within Clientary.
Action is the task that follows automatically within your Scanova integrations.
Create a new Dynamic Website URL QR Code in your Scanova account.
Delete any QR Code from your Scanova account
Update a Website URL QR Code in your Scanova account.
Send an email invite to add a new user with a selected role.
Remove an existing user from your Scanova account
Create a new client in Clientary.

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To start, connect both your Scanova and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Scanova triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Scanova 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 Scanova 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 Scanova 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.
Scanova is a leading platform for creating and managing QR codes, offering businesses innovative solutions for marketing and customer engagement.
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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