Clientary + Pro-Ledger

Clientary + Pro-Ledger integrations

Record new Clientary payments in Pro-Ledger

When a new payment is recorded in Clientary, this Zap will automatically create a corresponding bookkeeping entry in Pro-Ledger. This ensures your financial records are accurate and up-to-date without the need for manual data entry.

When this happens...
New PaymentTriggers when a new payment is added to your Clientary account.
TriggerPolling
automatically do this!
Create a RecordCreate a new Record in the system
ActionWrite

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More things you can do with Clientary and Pro-Ledger

Discover other triggers and actions you can use with Clientary and Pro-Ledger

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
- Rec
  Required
- Transaction Type
  Required
- Class
  Required
- Category
  Required
- Subcategory
- Account
  Required
- Record Description
- Amount
  Required
- Amount Unit
  Required
- Taxes
- Tax Options
  Required
- Source
  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
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New Estimate
Triggered when a new estimate is created in Clientary.
Trigger
Polling
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- 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

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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Related categories

Proposal & Invoice Management

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About Pro-Ledger

Pro-Ledger is an easy & inexpensive cloud-based bookkeeping software for sole proprietors, professionals & freelancers.

HelpHelp

Related categories

Accounting