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Clientary Integrations

Proposal & Invoice Management

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Integrate Filter by Zapier with Clientary

Filter by Zapier

Developer Tools, Zapier
Integrate Toggl with Clientary

Toggl

Time Tracking Software
Integrate Trello with Clientary

Trello

Project Management
Integrate PayPal with Clientary

PayPal

Payment Processing
Integrate Dropbox with Clientary

Dropbox

File Management & Storage
Integrate Microsoft Excel with Clientary

Microsoft Excel

Microsoft, Spreadsheets
Integrate Wave with Clientary

Wave

Accounting
Integrate Highrise with Clientary

Highrise

CRM (Customer Relationship Management)
Integrate Email by Zapier with Clientary

Email by Zapier

Email, Zapier
Integrate Filter by Zapier with Clientary

Filter by Zapier

Developer Tools, Zapier
Integrate Toggl with Clientary

Toggl

Time Tracking Software
Integrate Trello with Clientary

Trello

Project Management
Integrate PayPal with Clientary

PayPal

Payment Processing
Integrate Dropbox with Clientary

Dropbox

File Management & Storage
Integrate Microsoft Excel with Clientary

Microsoft Excel

Microsoft, Spreadsheets
Integrate Filter by Zapier with Clientary

Filter by Zapier

Developer Tools, Zapier
Integrate Toggl with Clientary

Toggl

Time Tracking Software
Integrate Trello with Clientary

Trello

Project Management

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Popular ways to use Clientary workflows

  • Create Process Street checklists from Clientary invoices

    • Clientary logo
    • Process Street logo
    Clientary + Process Street
    More details
    1. When this happens

      Step 1: New Invoice

    2. Then do this

      Step 2: Run Workflow

    Create Process Street checklists from Clientary invoices

    Create Process Street checklists from Clientary invoices
    • Clientary logo
    • Process Street logo
    Clientary + Process Street
  • Create new Podio items with new Clientary invoices

    • Clientary logo
    • Podio logo
    Clientary + Podio
    More details
    1. When this happens

      Step 1: New Invoice

    2. Then do this

      Step 2: Create Item

  • Create new QuickBoooks Online invoices from Clientary invoices

    Premium
    • Clientary logo
    • QuickBooks Online logo
    Clientary + QuickBooks Online
    More details
    1. When this happens

      Step 1: New Invoice

    2. Then do this

      Step 2: Create Invoice

  • Send new Clientary invoices to Xero

    Premium
    • Clientary logo
    • Xero logo
    Clientary + Xero
    More details
    1. When this happens

      Step 1: New Invoice

    2. Then do this

      Step 2: Create Sales Invoice

  • Send new Clientary contacts to MailChimp as new subscribers

    • Clientary logo
    • Mailchimp logo
    Clientary + Mailchimp
    More details
    1. When this happens

      Step 1: New Contact

    2. Then do this

      Step 2: Add/Update Subscriber

  • Create Podio items for new Clientary contacts

    • Clientary logo
    • Podio logo
    Clientary + Podio
    More details
    1. When this happens

      Step 1: New Contact

    2. Then do this

      Step 2: Create Item

  • Create Clientary clients for new Gravity Forms submissions

    • Gravity Forms logo
    • Clientary logo
    Gravity Forms + Clientary
    More details
    1. When this happens

      Step 1: Form Submission

    2. Then do this

      Step 2: Client

  • Create Clientary clients for new QuickBooks Online customers

    Premium
    • Clientary logo
    • QuickBooks Online logo
    Clientary + QuickBooks Online
    More details
    1. When this happens

      Step 1: New Client

    2. Then do this

      Step 2: Create Customer

Supported triggers and actions

What does this mean?
clientary logo
clientary logo

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.

Related categories

  • Proposal & Invoice Management

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