Connect Teamhood and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
Item Created
Item Updated
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 Teamhood and Clientary automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Item Created
Runs when a new item is created in the selected workspace.
Item Updated
Runs when an existing item in Teamhood is updated.
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.
Do thisActions
Action is the task that follows automatically within your Teamhood integrations.
Complete Item
Marks the item as done.
Create Item
Creates a new item in your Teamhood board.
Create Board Row
Creates a new row on a Teamhood board with a title, start date, and end date.
Create Board
Creates a new board in Teamhood to organize tasks and projects.
Delete Item
Removes an item from Teamhood.
Create Client
Create a new client in Clientary.
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Frequently Asked Questions
To start, connect both your Teamhood and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamhood triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Teamhood 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 Teamhood 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 Teamhood 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 Teamhood
Teamhood is a collaborative project management tool designed to enhance team productivity and streamline workflows. It offers features such as task management, time tracking, and visual project planning to help teams efficiently manage their projects and tasks.
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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