Clientary + Gravity Forms

Create Clientary clients for new Gravity Forms submissions

If your client information is already coming in through Gravity Forms, why not automate the connection directly to Clientary? Simplify your upkeep by setting up this Zap, after which a new client will be created on Clientary with the details from every new Gravity Forms submission.

When this happens...
Form Submission
Triggers when the specified form is submitted.
TriggerInstant
automatically do this!
Client
Create a new client in Clientary.
ActionWrite

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Supported triggers and actions

- FormRequired
- Use Admin Field Labels?
Trigger
Instant
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- FormRequired
Action
Write
New Expense
A new expense in Clientary.
Trigger
Polling
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New Payment
Triggers when a new payment is added to your Clientary account.
Trigger
Polling
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New Staff
Triggers when a new staff member is added!
Trigger
Polling
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New Invoice
A new invoice is created in Clientary.
Trigger
Polling
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New Estimate
Triggered when a new estimate is created in Clientary.
Trigger
Polling
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- Expense AmountRequired
Action
Write
- Invoice Client
- Currency CodeRequired
- Due DateRequired
- DateRequired
- Line Item PriceRequired
- Line Item QuantityRequired
- Line Item DescriptionRequired
- Line Item Taxable?
Action
Write
- TitleRequired
- Completed
- Assignee
- Project
Action
Write

- FormRequired
Action
Write
New Contact
An individual contact within Clientary.
Trigger
Polling
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New Lead
Triggered when a new lead is created in Clientary.
Trigger
Polling
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New Project
Triggered when a new project is created in Clientary.
Trigger
Polling
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New Task
Triggers when a new task is added to your Clientary account.
Trigger
Polling
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New Client
Triggered when a new client is created in Clientary.
Trigger
Polling
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- Client NameRequired
- Number
- Website
- Description
- Country
- Street Address
- Street Address (2nd Line)
- City
- State
- Zip Code
Action
Write
- Client
- Currency CodeRequired
- Line Item PriceRequired
- Line Item QuantityRequired
- Line Item DescriptionRequired
- Line Item Taxable?
- Estimate Subject
- Note
Action
Write
- Lead NameRequired
- Lead Contact NameRequired
- Lead Contact Email
- Phone
- Lead Value
Action
Write

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.