Connect Thankster and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Thankster
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 Thankster and Clientary 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 Thankster integrations.
Find or Create User
Find or Create User By Email
Create Card Project
Creates a New Card
Apply Image
Apply Your Image in your Template
Order Project
Order Your Project
Create Quick Project
Create and send a Thankster card project using a selected template, sender and recipient details, and optional custom text and images.
Create Client
Create a new client in Clientary.
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Frequently Asked Questions
To start, connect both your Thankster and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Thankster triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Thankster 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 Thankster 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 Thankster 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 Thankster
Thankster is an online platform that allows users to create and send personalized thank you cards and notes. It offers a variety of templates and customization options to help users express gratitude in a meaningful way. The service is ideal for both personal and business use, making it easy to maintain relationships and show appreciation.
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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