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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Comment
Trigger when New Project Comment created.
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 TeamGantt integrations.
Create Task
Creates a new task in a specified project.
Update Task
Updates details for an existing task.
Delete Task
Deletes an existing task from a project.
Get a Task
Get a task details by task ID
List Projects
List all projects
List Boards
List all Boards
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Frequently Asked Questions
To start, connect both your TeamGantt and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in TeamGantt triggers actions in Clientary (or vice versa).
Absolutely. You can customize how TeamGantt 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 TeamGantt 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 TeamGantt 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 TeamGantt
TeamGantt is a project management tool that allows teams to plan, schedule, and manage their projects using Gantt charts. It provides a visual timeline for project tasks, making it easier to track progress and collaborate effectively.
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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