Connect VSCO Workspace and Clientary to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Contracts
An individual Contracts within Clientary.
Do thisActions
Action is the task that follows automatically within your VSCO Workspace integrations.
Create Contact
Create a new contact in VSCO Workspace address book using the provided details and optional custom fields.
Create Job
Create a new job in VSCO Workspace (Tave), including name, stage, dates, and optional lead details.
Find Jobs
Retrieves the list of all jobs or search based on projectclosed Status.
List All Job Contacts
Retrieves the list of all jobs contacts
List All Notes
Retrieves the list of all notes
List All Orders
Retrieves the list of all orders
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Frequently Asked Questions
To start, connect both your VSCO Workspace and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in VSCO Workspace triggers actions in Clientary (or vice versa).
Absolutely. You can customize how VSCO Workspace 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 VSCO Workspace 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 VSCO Workspace 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 VSCO Workspace
Tave is a comprehensive business management platform designed specifically for photographers and creative professionals. It offers tools for managing clients, projects, and finances, helping users streamline their workflow and grow their business.
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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