Connect Shipday and Clientary to Build Intelligent Automations

Choose a Trigger

Shipday

When this happens...

Choose an Action

Clientary

Automatically do this!

Ready to use Shipday and Clientary automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Expense

New Expense

A new expense in Clientary.

New Project

New Project

Triggered when a new project is created in Clientary.

New Client

New Client

Triggered when a new client is created in Clientary.

New Estimate

New Estimate

Triggered when a new estimate is created in Clientary.

New Invoice

New Invoice

A new invoice is created in Clientary.

New Contracts

New Contracts

An individual Contracts within Clientary.

Do thisActions

Action is the task that follows automatically within your Shipday integrations.

Insert Order

Insert Order

Schedule a New Order.

Search Order

Search Order

Search order by email and phone number.

Delete Order

Delete Order

Delete Order By Id

Add Carrier

Add Carrier

Adds a new Carrier .

Delete Carrier

Delete Carrier

Delete a Carrier

Edit Order

Edit Order

Update your Order

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Frequently Asked Questions

How do I start an integration between Shipday and Clientary?

To start, connect both your Shipday and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Shipday triggers actions in Clientary (or vice versa).

Can we customize how data from Shipday is recorded in Clientary?

Absolutely. You can customize how Shipday 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.

How often does the data sync between Shipday and Clientary?

The data sync between Shipday and Clientary typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Shipday to Clientary?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Shipday and Clientary?

Yes, you can set conditional logic to control the flow of data between Shipday 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.

Shipday

About Shipday

Shipday is an all-in-one delivery management platform that helps local businesses plan routes, dispatch drivers, and provide real-time order tracking with automated SMS ETAs. It supports both in-house and third‑party delivery workflows, integrates with ecommerce and POS platforms, and offers AI-powered dispatch and route optimization to speed up last‑mile deliveries.

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Clientary

About 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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