Connect ShopBase and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Product Created
New Order Is Created
Product Updated
New Customer Created
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 ShopBase and Clientary automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Created
Runs when new Product is created
New Order Is Created
Runs when New Order Is Created
Product Updated
Runs when product is updated
New Customer Created
Runs when new customer created
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 ShopBase integrations.
Create Order
Add an order to your store.
Create Product
Create a product with variants
Create Product Variant
Add variant with price and SKU
Upload Product Image
Upload an image to a product
Update Product
Update a product's title and add one or more images.
Get Shop Details
Get connected store details
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Frequently Asked Questions
To start, connect both your ShopBase and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in ShopBase triggers actions in Clientary (or vice versa).
Absolutely. You can customize how ShopBase 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 ShopBase 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 ShopBase 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 ShopBase
ShopBase is a comprehensive eCommerce platform designed to help businesses create and manage online stores with ease. It offers a range of tools for product management, order processing, and customer engagement, making it ideal for entrepreneurs and small to medium-sized businesses looking to establish a strong online presence.
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.
Learn More
