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Connect Tilkee and Clientary

Integrate Tilkee with Clientary to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Available events for Tilkee and Clientary

Full list

Supported Triggers & Actions

Everything you can automate between Tilkee and Clientary.

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 Tilkee integrations.

Create Client

Create Client

Create a new client in Clientary.

Create Expense

Create Expense

Create a new expense in Clientary.

Create Task

Create Task

Create a task inside Clientary.

Create Entry

Create Entry

Create A New Entry.

Create Invoice Payment

Create Invoice Payment

Create A New Invoice Payment.

Update Expense

Update Expense

Update an exsiting expense.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Integrations Tilkee
Tilkee + Clientary
Tilkee logo

About Tilkee

Use Tilkee's latest API to track how your contacts read your documents.

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Integrations Clientary
Clientary + Tilkee
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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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Frequently Asked Questions

How do I connect Tilkee and Clientary?

Sign up for a free viaSocket account, then authorize both your Tilkee and Clientary accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Tilkee and Clientary as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Tilkee to Clientary?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clientary. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Tilkee triggers actions in Clientary, and a separate workflow where Clientary triggers actions in Tilkee. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Tilkee and Clientary. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Tilkee and Clientary integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.