Connect Vizard.ai and Clientary to Build Intelligent Automations

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Vizard.ai

When this happens...

Choose an Action

Clientary

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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 Vizard.ai integrations.

Submit Video for Clipping

Submit Video for Clipping

Submit a Video for Clipping.

Publish Clips to Social Media

Publish Clips to Social Media

Schedule and publish a selected project video to connected social media accounts.

Retrieve Video Clips

Retrieve Video Clips

Retrieve all video clips for a given project ID, returning each clip's title, URL, duration, transcript, and metadata.

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.

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Frequently Asked Questions

How do I start an integration between Vizard.ai and Clientary?

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

Can we customize how data from Vizard.ai is recorded in Clientary?

Absolutely. You can customize how Vizard.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.

How often does the data sync between Vizard.ai and Clientary?

The data sync between Vizard.ai 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 Vizard.ai 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 Vizard.ai and Clientary?

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

Vizard.ai

About Vizard.ai

Vizard is an innovative AI platform designed to enhance productivity and creativity through advanced artificial intelligence tools. It offers solutions for automating tasks, generating insights, and optimizing workflows, making it an essential tool for businesses and individuals looking to leverage AI technology.

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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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