How to connect K Factors + Clientary
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- New NotificationTriggers when a new notification is created.Trigger
- Get Widget DataGets widget dataAction
- Post Widget DataPosts data to widgetAction
- New ContactAn individual contact within Clientary.Trigger
- New ExpenseA new expense in Clientary.Trigger
- New LeadTriggered when a new lead is created in Clientary.Trigger
- New PaymentTriggers when a new payment is added to your Clientary account.Trigger
- New ProjectTriggered when a new project is created in Clientary.Trigger
- Clientary
Triggers when a new staff member is added!
Scheduled
Trigger
- Clientary
Triggers when a new task is added to your Clientary account.
Scheduled
Trigger
- Clientary
A new invoice is created in Clientary.
Scheduled
Trigger
- Clientary
Triggered when a new client is created in Clientary.
Scheduled
Trigger
- Clientary
Triggered when a new estimate is created in Clientary.
Scheduled
Trigger
- Clientary
Create a new client in Clientary.
Scheduled
Action
- Clientary
Create a new expense in Clientary.
Scheduled
Action
- Clientary
Creates an Estimate in Clientary.
Scheduled
Action
- Clientary
Creates an Invoice in Clientary.
Scheduled
Action
- Clientary
Create a new lead in Clientary.
Scheduled
Action
- Clientary
Create a task inside Clientary.
Scheduled
Action
How K Factors + Clientary Integrations Work
- Step 1: Authenticate K Factors and Clientary.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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