Connect siteleaf and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Collection
New Document Created
New Page Is Created
New Site
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 siteleaf and Clientary automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Collection
runs when New Collection Created
New Document Created
Runs when new document is created
New Page Is Created
runs when New Page Is Created
New Site
Runs when new site is 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 siteleaf integrations.
Create Document
Create a new document in Siteleaf
Create Page
Create a new page on the site
Publish Site
Publish your site
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
Create Task
Create a task inside Clientary.
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Frequently Asked Questions
To start, connect both your siteleaf and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in siteleaf triggers actions in Clientary (or vice versa).
Absolutely. You can customize how siteleaf 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 siteleaf 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 siteleaf 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 siteleaf
Send invitations to clients, colleagues, and others to edit and review sites. Managing content in Siteleaf is easy enough anyone can do it, with nothing to install.
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
