Connect SuperSaaS and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Appointment
Appointment Changes
User Is Created, Updated, or Deleted
New Form
Credit Purchase
Send Mail
Reminder or Follow Up Arrives
Choose an Action
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Runs when user creates new login
New Appointment
Runs when new appointment is created
Appointment Changes
Runs when appointment is created, changed, or deleted
User Is Created, Updated, or Deleted
Runs when User Is Created, Updated, or Deleted
New Form
Runs when Stand-Alone Form Is Submitted
Credit Purchase
Runs when credit purchase
Do thisActions
Action is the task that follows automatically within your SuperSaaS integrations.
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
Create Task
Create a task inside Clientary.
Create Entry
Create A New Entry.
Create Invoice Payment
Create A New Invoice Payment.
Update Expense
Update an exsiting expense.
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Frequently Asked Questions
To start, connect both your SuperSaaS and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in SuperSaaS triggers actions in Clientary (or vice versa).
Absolutely. You can customize how SuperSaaS 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 SuperSaaS 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 SuperSaaS 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 SuperSaaS
Online appointment scheduling for any type of business. Flexible and affordable booking software that can be integrated into any site.
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
