Integrations Zoho Catalyst Clientary
Zoho Catalyst + Clientary

Connect Zoho Catalyst and Clientary to Build Intelligent Automations

Choose a Trigger

Zoho Catalyst

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 Zoho Catalyst integrations.

Delete project

Delete project

Delete a project in Zoho Catalyst.

Search Project

Search Project

Get details for a Zoho Catalyst project

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.

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Frequently Asked Questions

How do I start an integration between Zoho Catalyst and Clientary?

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

Can we customize how data from Zoho Catalyst is recorded in Clientary?

Absolutely. You can customize how Zoho Catalyst 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 Zoho Catalyst and Clientary?

The data sync between Zoho Catalyst 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 Zoho Catalyst 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 Zoho Catalyst and Clientary?

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

Zoho Catalyst

About Zoho Catalyst

Zoho Catalyst is a powerful serverless platform that enables developers to build and deploy scalable applications effortlessly. With a suite of tools and services, it streamlines the development process, allowing for rapid innovation and deployment.

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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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