Connect When I Work and Clientary to Build Intelligent Automations

Choose a Trigger

When I Work

When this happens...

Choose an Action

Clientary

Automatically do this!

Ready to use When I Work and Clientary automations

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 When I Work integrations.

Create an User

Create an User

Creates an employee, manager, or supervisor.

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.

Create Entry

Create Entry

Create A New Entry.

Create Invoice Payment

Create Invoice Payment

Create A New Invoice Payment.

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Frequently Asked Questions

How do I start an integration between When I Work and Clientary?

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

Can we customize how data from When I Work is recorded in Clientary?

Absolutely. You can customize how When I Work 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 When I Work and Clientary?

The data sync between When I Work 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 When I Work 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 When I Work and Clientary?

Yes, you can set conditional logic to control the flow of data between When I Work 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.

When I Work

About When I Work

When I Work is an employee scheduling and time tracking software designed to streamline workforce management and enhance communication among teams. It provides tools for scheduling, attendance tracking, and time clock functionalities, catering to businesses seeking efficient shift planning and workforce management solutions.

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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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