How to connect K Factors + Clientary
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Choosing a widget will trigger on all new notifications on that widget.
Enter key-value pair (ex.: name: Joe Doe)
A new expense in Clientary.Try ItTriggerScheduled
Triggers when a new payment is added to your Clientary account.Try ItTriggerScheduled
An individual contact within Clientary.Try ItTriggerScheduled
Triggered when a new lead is created in Clientary.Try ItTriggerScheduled
Triggered when a new project is created in Clientary.Try ItTriggerScheduled
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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