Clientary + PenPals

Clientary + PenPals integrations

Send PenPals handwritten cards for new Clientary clients

Service businesses risk looking impersonal when client onboarding happens entirely online. This integration automatically mails a handwritten, personalized PenPals card the moment Clientary registers a new client. New accounts feel valued from day one, boosting retention through an automated touch that scales as you grow.

When this happens...
New ClientTriggered when a new client is created in Clientary.
TriggerPolling
automatically do this!
Send Handwritten CardSends a handwritten card. Note: requires active payment method in your PenPals account.
ActionWrite

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More things you can do with Clientary and PenPals

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

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 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
- Card
  Required
- Message
  Required
- Signature or Sign Off
- Recipient First Name
  Required
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1
  Required
- Recipient Address Line 2
- Recipient City
  Required
- Recipient State
- Recipient Zip Code
  Required
- Sender First Name
  Required
- Sender Last Name
- Sender Business Name
- Sender Address Line 1
  Required
- Sender Address Line 2
- Sender City
  Required
- Sender State
- Sender Zip Code
  Required
- Handwriting Style
- Ink Color
Action
Write
- Card
  Required
- Message
  Required
- Signature or Sign Off
- Send Date
  Required
- Recipient First Name
  Required
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1
  Required
- Recipient Address Line 2
- Recipient City
  Required
- Recipient State
- Recipient Zip Code
  Required
- Sender First Name
  Required
- Sender Last Name
- Sender Business Name
- Sender Address Line 1
  Required
- Sender Address Line 2
- Sender City
  Required
- Sender State
- Sender Zip Code
  Required
- Payment Method
  Required
- Handwriting Style
- Ink Color
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
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
- First Name
  Required
- Last Name
- Business
- Address Line 1
  Required
- Address Line 2
- City
  Required
- State
- Zip Code
  Required
Action
Write
- Card
  Required
- Message
  Required
- Sign Off
- Recipient First Name
  Required
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1
  Required
- Recipient Address Line 2
- Recipient City
  Required
- Recipient State
- Recipient Zip Code
  Required
- Sender First Name
  Required
- Sender Last Name
- Sender Business Name
- Sender Address Line 1
  Required
- Sender Address Line 2
- Sender City
  Required
- Sender State
- Sender Zip Code
  Required
- Payment Method
  Required
- Handwriting Style
- Ink Color
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.

HelpHelp

Related categories

Proposal & Invoice Management

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Invoice Ninja

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Hiveage

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About PenPals

PenPals is a service to automate handwritten cards for key moments, helping deliver a more personal touch to clients & prospects.

HelpHelp

Related categories

Customer Appreciation