Connect waiverfile and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event
Update Event
Choose an Action
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event
Triggers when a new event is created.
Update Event
Triggers when changes to an event are saved.
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.
Do thisActions
Action is the task that follows automatically within your waiverfile integrations.
Subscribe New Event
Input field for the webhook target URL (targetUrl) used when subscribing to WaiverFile new event notifications.
Subscribe New Waiver
Input field for the targetUrl query parameter (string URL).
Insert Event Category
Creates a new insert event category in WaiverFile.
Subscribe Edit Waiver
Subscribe to receive notifications whenever a waiver is edited.
Subscribe Edit Event
Subscribe to receive notifications whenever an event is edited.
Subscribe Edit Checkin
Subscribe to receive notifications whenever a check-in is edited.
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Frequently Asked Questions
To start, connect both your waiverfile and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in waiverfile triggers actions in Clientary (or vice versa).
Absolutely. You can customize how waiverfile 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 waiverfile 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 waiverfile 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 waiverfile
WaiverFile lets your customers sign waivers from a computer, tablet or mobile device. From your website or at a kiosk, completing the forms is quick and easy.
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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