Connect Webex and Clientary to Build Intelligent Automations
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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 Webex integrations.
Create Contact List
Creates a new contact list in Webex Interact.
List Senders
Show the list of senders available in Webex Interact.
Delete List
Deletes a contact list from Webex Interact.
Create Short Link
Creates a short link that sends people to a webpage and optionally tracks clicks and adds tags.
Create Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
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Frequently Asked Questions
To start, connect both your Webex and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Webex triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Webex 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 Webex 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 Webex 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 Webex
Multi-channel messaging platform for businesses that supports SMS and WhatsApp campaigns, templates, two-way messaging and real-time reporting. Provides developer-friendly REST APIs, shortlinks, scheduling and campaign automation for transactional and marketing communication.
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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