Connect Whatchimp and Clientary to Build Intelligent Automations

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Whatchimp

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 Whatchimp integrations.

Send Message

Send Message

Send a new message (24 hours window)

Send Template Message

Send Template Message

Sends a template message.

Add Chat to Team Member

Add Chat to Team Member

Assign a chat to a specific team member.

Create Subscriber

Create Subscriber

Add a new subscriber.

Create a Label

Create a Label

Create a new label (tag).

Update Subscriber

Update Subscriber

Update the details of an existing subscriber.

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Frequently Asked Questions

How do I start an integration between Whatchimp and Clientary?

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

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

Absolutely. You can customize how Whatchimp 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 Whatchimp and Clientary?

The data sync between Whatchimp 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 Whatchimp 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 Whatchimp and Clientary?

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

Whatchimp

About Whatchimp

Whatchimp is a platform designed to enhance your video and audio experiences. It offers tools and features that allow users to manage, edit, and optimize their multimedia content efficiently. Whether you're a content creator, marketer, or just someone who loves working with videos and audio, Whatchimp provides the necessary resources to elevate your projects.

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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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