Connect Woovi and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
New Webhook Event
Choose an Action
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
Ready to use Woovi and Clientary automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Webhook Event
Runs when new webhook event
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.
Do thisActions
Action is the task that follows automatically within your Woovi integrations.
Issue Charge Refund
Issue full or partial refund
Create Charge
Create PIX or overdue charge
Create PIX QR Code
Generate static PIX QR & link
Create Pix Key
Create a new Pix key
Create New Customer
Add a new customer
List Charges
Show charges with filters
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Frequently Asked Questions
To start, connect both your Woovi and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Woovi triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Woovi 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 Woovi 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 Woovi 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 Woovi
Woovi makes it easy to create instant payments — including charges, subscriptions, PIX payments, and webhooks. Build faster, simplify workflows, and increase your revenue with seamless Woovi automation in ViaSocket.
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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