Connect Shiprocket and Clientary to Build Intelligent Automations
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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 Shiprocket integrations.
Create an Order
Creates a new order.
Create a Product
Create a new product.
Create a Pickup Location
Create a new pickup location in your account.
Generate Invoice
Generate Invoice pdf for specific order.
Search Order
Search a specific order by order channel name.
Cancel Order
Cancel a created order.
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Frequently Asked Questions
To start, connect both your Shiprocket and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Shiprocket triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Shiprocket 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 Shiprocket 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 Shiprocket 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 Shiprocket
Shiprocket is a leading eCommerce logistics and shipping solution in India, designed to streamline the shipping process for online retailers. It offers a comprehensive platform that integrates with various eCommerce platforms, providing features like automated shipping, real-time tracking, and multiple courier options to enhance the delivery experience for businesses and their customers.
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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