Connect Popcorn AI and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Popcorn AI
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 Popcorn AI and Clientary automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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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 Popcorn AI integrations.
Send Chat Message
Send a message to Popcorn AI chat for a specific user, preserving conversation history.
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
Create Task
Create a task inside Clientary.
Create Entry
Create A New Entry.
Create Invoice Payment
Create A New Invoice Payment.
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Frequently Asked Questions
To start, connect both your Popcorn AI and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Popcorn AI triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Popcorn AI 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 Popcorn AI 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 Popcorn AI 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 Popcorn AI
Popcorn AI offers cutting-edge artificial intelligence solutions designed to enhance productivity and streamline workflows. With a focus on innovative AI tools, Popcorn AI provides users with powerful capabilities to automate tasks and improve efficiency.
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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