Connect Stormboard and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
Idea 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 Stormboard and Clientary automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Idea Created
Triggered when a new idea is created in Stormboard.
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.
Do thisActions
Action is the task that follows automatically within your Stormboard integrations.
Create Idea
Create a new idea in a Stormboard storm and set its type, content, and color.
Create Storm
Create a Stormboard Storm with a title, plan (personal or team), optional description/goals, and an option to show idea creators' avatars.
Search Storms
Find Stormboard storms by name with optional filters (status, order, results, start) and return matching storms.
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 Stormboard and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Stormboard triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Stormboard 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 Stormboard 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 Stormboard 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 Stormboard
An online stickynote whiteboard making meetings, brainstorms, and creative projects more productive and effective.
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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