
When this happens...
Variable Updated

Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a Variable received a new value.
A new expense in Clientary.
Triggered when a new project is created in Clientary.
Triggered when a new client is created in Clientary.
Triggered when a new estimate is created in Clientary.
A new invoice is created in Clientary.
Action is the task that follows automatically within your Ubidots integrations.
Create a dot (data point) in the Ubidots Variable and Device of your choice.
Creates a device.
Create a new client in Clientary.
Create a new expense in Clientary.
Create a task inside Clientary.
Create A New Entry.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Ubidots and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Ubidots triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Ubidots 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 Ubidots 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 Ubidots 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.
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