Connect VATSense and Clientary to Build Intelligent Automations

Choose a Trigger

VATSense

When this happens...

Choose an Action

Clientary

Automatically do this!

Ready to use VATSense and Clientary automations

Actions and Triggers

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 VATSense integrations.

Validate VAT number

Validate VAT number

Check if a VAT number is valid and return its registration details

Convert Currency

Convert Currency

Convert an amount to another currency

Get countries

Get countries

Get the available countries for VAT settings

Get currency conversion rates

Get currency conversion rates

Get the latest currency conversion rates.

Create invoice

Create invoice

Create a new invoice with line items, VAT rates, currency, and notes.

Add items to invoice

Add items to invoice

Add one or more items to an existing invoice.

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Frequently Asked Questions

How do I start an integration between VATSense and Clientary?

To start, connect both your VATSense and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in VATSense triggers actions in Clientary (or vice versa).

Can we customize how data from VATSense is recorded in Clientary?

Absolutely. You can customize how VATSense 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.

How often does the data sync between VATSense and Clientary?

The data sync between VATSense and Clientary typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from VATSense to Clientary?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between VATSense and Clientary?

Yes, you can set conditional logic to control the flow of data between VATSense 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.

VATSense

About VATSense

VATSense is a comprehensive platform designed to streamline and enhance your VAT management processes. With advanced tools for tracking, calculating, and reporting VAT, it ensures compliance and efficiency for businesses of all sizes.

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Clientary

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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