Clientary + Jotform

Clientary + Jotform integrations

Create api requests in Jotform for every new client in Clientary

Streamline your client onboarding process with this efficient workflow. Whenever you add a new client in Clientary, the same details are immediately mirrored in Jotform. It eliminates manual data entry, saving you valuable time, and ensuring that your Jotform records are always up to date. This automation makes client management and data consistency a breeze.

When this happens...
New ClientTriggered when a new client is created in Clientary.
TriggerPolling
automatically do this!
API Request (Beta)This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
ActionWrite

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More things you can do with Clientary and Jotform

Discover other triggers and actions you can use with Clientary and Jotform

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
Try It

- Client Name
  Required
- Number
- Website
- Description
- Country
- Street Address
- Street Address (2nd Line)
- City
- State
- Zip Code
Action
Write
- Client
- Currency Code
  Required
- Line Item Price
  Required
- Line Item Quantity
  Required
- Line Item Description
  Required
- Line Item Taxable?
- Estimate Subject
- Note
Action
Write

- Lead Name
  Required
- Lead Contact Name
  Required
- Lead Contact Email
- Phone
- Lead Value
Action
Write
- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
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
Try It
New Estimate
Triggered when a new estimate is created in Clientary.
Trigger
Polling
Try It
- Expense Amount
  Required
Action
Write
- Invoice Client
- Currency Code
  Required
- Due Date
  Required
- Date
  Required
- Line Item Price
  Required
- Line Item Quantity
  Required
- Line Item Description
  Required
- Line Item Taxable?
Action
Write
- Title
  Required
- Completed
- Assignee
- Project
Action
Write
- Document
  Required
Trigger
Polling
Try It
- Select a form
  Required
- Assignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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.

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About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

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