Clientary + Wufoo Integrations

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Supported triggers and actions

What does this mean?

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
  An optional, unique number for your reference.
- Website
- Description
- Country
- Street Address
- Street Address (2nd Line)
- City
- State
  The two letter state code.
- Zip Code
Action
Write
- Client
  The Client for this Estimate (optional).
- Currency CodeRequired
  The currency code of the Estimate. Please provide in standard format (e.g. 'USD').
- Line Item PriceRequired
  The price of the estimate line item.
- Line Item QuantityRequired
  The quantity of the line item.
- Line Item DescriptionRequired
  The description of the line item.
- Line Item Taxable?
  Is this line item taxable?
- Estimate Subject
- Note
  Terms and Notes for this Estimate.
Action
Write

- Lead NameRequired
- Lead Contact NameRequired
- Lead Contact Email
- Phone
- Lead Value
  Lead value in your account currency
Action
Write
- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Scheduled
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New Form
Triggers when you build a new form.
Trigger
Scheduled
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- FormRequired
  Choose the form you'd like to watch for new entries.
Trigger
Instant
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- Form HashRequired
  Choose the form you'd like to send this new entry to.
Action
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
  The Client for this Invoice (optional).
- Currency CodeRequired
  The currency code of the invoice. Please provide in standard format (e.g. 'USD').
- Due DateRequired
  The Due Date of the invoice.
- DateRequired
  The Date of the invoice.
- Line Item PriceRequired
  The price of the invoice line item.
- Line Item QuantityRequired
  The quantity of the line item.
- Line Item DescriptionRequired
  The description of the line item.
- Line Item Taxable?
  Is this line item taxable?
Action
Write
- TitleRequired
- Completed
- Assignee
- Project
Action
Write
- FormRequired
Trigger
Scheduled
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- Form Hash
  Though not required, this will help us pull down the associated fields and more accurately parse file and date fields.
Trigger
Instant
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- Form HashRequired
  Choose the form you'd like to send this new entry to.
Action
Write
- Form HashRequired
- Field TitleRequired
  Choose the field to perform the search upon.
- Search ValueRequired
Action
Search

How to connect Clientary + Wufoo

Step 1: Authenticate Clientary and Wufoo.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

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Connect Clientary + Wufoo

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.

Related categories

Proposal & Invoice Management

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About Wufoo

Wufoo is an easy way to create and manage HTML forms.

Learn more

Related categories

Forms & Surveys

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Clientary + Wufoo Integrations

Connect your apps and automate workflows

New Contact

New Lead

New Project

New Task

New Client

Client

Client NameRequired

Number

Website

Description

Country

Street Address

Street Address (2nd Line)

City

State

Zip Code

Create Estimate

Client

Currency CodeRequired

Line Item PriceRequired

Line Item QuantityRequired

Line Item DescriptionRequired

Line Item Taxable?

Estimate Subject

Note

Create Lead

Lead NameRequired

Lead Contact NameRequired

Lead Contact Email

Phone

Lead Value

New Entry (poll)

FormRequired

New Form

New Entry

FormRequired

Create Entry

Form HashRequired

New Expense

New Payment

New Staff

New Invoice

New Estimate

Expense

Expense AmountRequired

Create Invoice

Invoice Client

Currency CodeRequired

Due DateRequired

DateRequired

Line Item PriceRequired

Line Item QuantityRequired

Line Item DescriptionRequired

Line Item Taxable?

Create Task

TitleRequired

Completed

Assignee

Project

New Field

FormRequired

New Entry (webhook)

Form Hash

Create Entry (Legacy)

Form HashRequired

Find a Submission

Form HashRequired

Field TitleRequired

Search ValueRequired

About Clientary

Related categories

Similar apps

Zoho Invoice

Invoice Ninja

Hiveage

About Wufoo

Related categories

Similar apps