Clientary + Google Sheets

Create spreadsheet rows in Google Sheets for new payments in Clientary

With this workflow, when a new payment is registered in Clientary, a corresponding row is instantly created in a designated Google Sheets spreadsheet. This ensures your financial records are consistently up-to-date without additional manual input. Ideal for businesses looking to streamline their payment tracking process and maintain organized data on all transactions.

When this happens...
New Payment
Triggers when a new payment is added to your Clientary account.
TriggerScheduled
automatically do this!
Create Spreadsheet Row
Create a new row in a specific spreadsheet.
ActionWrite

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Supported triggers and actions

New Contact
An individual contact within Clientary.
Trigger
Scheduled
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New Lead
Triggered when a new lead is created in Clientary.
Trigger
Scheduled
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New Project
Triggered when a new project is created in Clientary.
Trigger
Scheduled
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New Task
Triggers when a new task is added to your Clientary account.
Trigger
Scheduled
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New Client
Triggered when a new client is created in Clientary.
Trigger
Scheduled
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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
- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
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- Drive
Trigger
Scheduled
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- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Bold
- Italic
- Strikethrough
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
- Row count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row countRequired
- First row
Action
Search
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Search or write

New Expense
A new expense in Clientary.
Trigger
Scheduled
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New Payment
Triggers when a new payment is added to your Clientary account.
Trigger
Scheduled
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New Staff
Triggers when a new staff member is added!
Trigger
Scheduled
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New Invoice
A new invoice is created in Clientary.
Trigger
Scheduled
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New Estimate
Triggered when a new estimate is created in Clientary.
Trigger
Scheduled
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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
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger column
Trigger
Scheduled
Try It
- Drive
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy Worksheet Destination
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Overwrite existing worksheet with the same title
- Headers
Action
Write
- Info
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Row(s)Required
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Apply standard error handling?Required
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup columnRequired
- Lookup valueRequired
- Supporting lookup column
- Supporting lookup value
- Search from last row
Action
Search or 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.