Connect Symbl.ai and Clientary to Build Intelligent Automations

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Symbl.ai

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Clientary

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Expense

New Expense

A new expense in Clientary.

New Project

New Project

Triggered when a new project is created in Clientary.

New Client

New Client

Triggered when a new client is created in Clientary.

New Estimate

New Estimate

Triggered when a new estimate is created in Clientary.

New Invoice

New Invoice

A new invoice is created in Clientary.

New Contracts

New Contracts

An individual Contracts within Clientary.

Do thisActions

Action is the task that follows automatically within your Symbl.ai integrations.

Submit text

Submit text

Submit text to create a conversation and process the content.

Append text

Append text

Append text to a conversation that you previously processed.

Submit audio [URL]

Submit audio [URL]

Submit audio using a URL to create a conversation and process the content.

Append audio [URL]

Append audio [URL]

Append audio to an existing conversation using a URL and process the content.

Submit video [URL]

Submit video [URL]

Submit video using a URL to create a conversation and process the content.

List conversations

List conversations

Returns a list of conversations that you previously processed.

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Frequently Asked Questions

How do I start an integration between Symbl.ai and Clientary?

To start, connect both your Symbl.ai and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Symbl.ai triggers actions in Clientary (or vice versa).

Can we customize how data from Symbl.ai is recorded in Clientary?

Absolutely. You can customize how Symbl.ai 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.

How often does the data sync between Symbl.ai and Clientary?

The data sync between Symbl.ai and Clientary typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Symbl.ai to Clientary?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Symbl.ai and Clientary?

Yes, you can set conditional logic to control the flow of data between Symbl.ai 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.

Symbl.ai

About Symbl.ai

Symbl.ai is a cutting-edge AI platform that provides advanced conversational intelligence capabilities. It enables developers and businesses to integrate real-time speech-to-text, sentiment analysis, topic detection, and other AI-driven insights into their applications. With Symbl.ai, users can enhance their communication tools, improve customer interactions, and gain valuable insights from conversations.

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Clientary

About 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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