
When this happens...
New Order
Order Updated
Order Deleted
Shipment Created
Shipment Updated
Shipment Deleted
Return Created
Return Updated
Return Deleted
Report Created
Report Updated
Report Deleted

Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger's when an order is created.
Trigger's when an order is updated.
Trigger's when an order is deleted.
Trigger's when a new shipment is created.
Trigger's when a shipment is updated.
Trigger's when a shipment was deleted.
Action is the task that follows automatically within your Webshipper integrations.
Create a new user.
Update an user by user email.
Delete an user by email address.
Create a new client in Clientary.
Create a new expense in Clientary.
Create a task inside Clientary.

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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 Webshipper and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Webshipper triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Webshipper 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 Webshipper 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 Webshipper 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.
Webshipper is a shipping platform for all your shipping needs. Webshipper can help you automate and optimize your shipping flow.
Learn MoreOnline 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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