Clientary + Reamaze

Clientary + Reamaze integrations

Create new Clientary tasks for new conversations on Reamaze

Using Clientary to log your work on Reamaze? Set up this Zapier integration between the apps and your records will always be ready for you the moment you need to send out those invoices. Every new conversation on Reamaze will trigger the Zap from then on, automatically creating a task on Clientary to match each one so you can stay focused on your work without sacrificing your tracking.

When this happens...
New ConversationTriggered when a new conversation is created.
TriggerPolling
automatically do this!
Create TaskCreate a task inside Clientary.
ActionWrite

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More things you can do with Reamaze and Clientary

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

- Contact Type
Trigger
Polling
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- Filter User Type
- Tag
Trigger
Polling
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- Email
  Required
- Id
- Name
Action
Write
- Category
  Required
- Subject
  Required
- Message Body
  Required
- Name
  Required
- Email
  Required
- Message Visibility
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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

- Tag
Trigger
Polling
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- Body
  Required
- Visibility
  Required
- Conversation Slug
  Required
Action
Write
- Mobile Number
  Required
- Name
Action
Write
- Channel
  Required
- Subject
  Required
- Message Body
  Required
- Name
  Required
- Mobile Number
  Required
Action
Write
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

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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Proposal & Invoice Management

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About Reamaze

Reamaze is an all-in-one helpdesk for chat, social media, SMS, and email right from your site or app.

Learn moreLearn moreHelpHelp

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Customer Support

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