Clientary + Handwrytten

Send new Clientary clients a customized Handwrytten note

Show your appreciation for new clients with Handwrytten's easy to use Zapier integration! Connect your Clientary and Handwrytten accounts to let the automation begin.

When this happens...
New Client
Triggered when a new client is created in Clientary.
TriggerScheduled
automatically do this!
Send Card
Sends a card to a new recipient. All information is provided (i.e., you do not use address objects to build up the record.).
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
An individual contact within Clientary.
Trigger
Scheduled
Try It
New Lead
Triggered when a new lead is created in Clientary.
Trigger
Scheduled
Try It
New Project
Triggered when a new project is created in Clientary.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is added to your Clientary account.
Trigger
Scheduled
Try It
New Client
Triggered when a new client is created in Clientary.
Trigger
Scheduled
Try It

- Client NameRequired
- Number
- Website
- Description
- Country
- Street Address
- Street Address (2nd Line)
- City
- State
- Zip Code
Action
Write
- Client
- Currency CodeRequired
- Line Item PriceRequired
- Line Item QuantityRequired
- Line Item DescriptionRequired
- Line Item Taxable?
- Estimate Subject
- Note
Action
Write

- Lead NameRequired
- Lead Contact NameRequired
- Lead Contact Email
- Phone
- Lead Value
Action
Write
Address List
Triggers when Recipient Addresses are needed.
Trigger
Scheduled
Try It
- Credit Card
Action
Write
- Card NameRequired
- Cover Image
- Header Type
- Footer Type
Action
Write
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State/Province
- Sender ZIP/Postal CodeRequired
- Sender Country
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient State/Province
- Recipient ZIP/Postal CodeRequired
- Recipient Country
- CardRequired
- Wryting StyleRequired
- MessageRequired
- Body Signature ID
- Sign Off
- Wishes Signature ID
- Gift Card Denomination
- Custom Insert
- Delivery Confirmation
- Webhook URL
Action
Write
- Address IDRequired
- First Name
- Last Name
- Business Name
- Address Line 1
- Address Line 2
- City
- State or Province
- Postal Code
- Country
- Birthday
Action
Write
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address 2
- Sender CityRequired
- Sender State/Province
- Sender ZIP/Postal CodeRequired
- Sender Country
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address 1Required
- Recipient Address 2
- Recipient CityRequired
- Recipient State/Province
- Recipient ZIP/Postal CodeRequired
- Recipient Country
- CardRequired
- Wryting StyleRequired
- MessageRequired
- Sign Off
- Gift Card Denomination
- Custom Insert
- Delivery Confirmation
- Webhook URL
- Credit Card
Action
Write
- First NameRequired
- Last Name
Action
Search

New Expense
A new expense in Clientary.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is added to your Clientary account.
Trigger
Scheduled
Try It
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
Try It
New Estimate
Triggered when a new estimate is created in Clientary.
Trigger
Scheduled
Try It
- Expense AmountRequired
Action
Write
- Invoice Client
- Currency CodeRequired
- Due DateRequired
- DateRequired
- Line Item PriceRequired
- Line Item QuantityRequired
- Line Item DescriptionRequired
- Line Item Taxable?
Action
Write
- TitleRequired
- Completed
- Assignee
- Project
Action
Write
Empty Basket
Clears your basket.
Action
Write
- Order IDRequired
- Succeed On Not Found
Action
Write
- CampaignRequired
- Contact IDRequired
Action
Write
- First NameRequired
- Last Name
- Business Name
- Address Line 1Required
- Address Line 2
- CityRequired
- State or Province
- Postal Code
- CountryRequired
- Birthday
- Allow Unverified AddressesRequired
Action
Write
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State/Province
- Sender ZIP/Postal CodeRequired
- Sender Country
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address 1Required
- Recipient Address 2
- Recipient CityRequired
- Recipient State/Province
- Recipient ZIP/Postal CodeRequired
- Recipient Country
- CardRequired
- Wryting StyleRequired
- MessageRequired
- Sign Off
- Gift Card Denomination
- Custom Insert
- Send DateRequired
- Webhook URL
- Credit Card
Action
Write
- Image TypeRequired
- ImageRequired
Action
Write
- First NameRequired
- Last Name
- Business Name
- Address Line 1Required
- Address Line 2
- CityRequired
- State or Province
- Postal Code
- CountryRequired
- Birthday
- Allow Unverified AddressesRequired
Action
Search or 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.

Help

Related categories

Proposal & Invoice Management

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About Handwrytten

Handwrytten is a way to automatically send real cards and notes written in pen and ink.

Learn more

Related categories

Customer Appreciation

PRODUCTS

CAPABILITIES

By team

Clientary + Handwrytten

Send new Clientary clients a customized Handwrytten note

New Contact

New Lead

New Project

New Task

New Client

Client

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

Address List

Send Basket

Credit Card

Create Custom Card

Card NameRequired

Cover Image

Header Type

Footer Type

Add Order to Basket

Sender First NameRequired

Sender Last Name

Sender Business Name

Sender Address Line 1Required

Sender Address Line 2

Sender CityRequired

Sender State/Province

Sender ZIP/Postal CodeRequired

Sender Country

Recipient First NameRequired

Recipient Last Name

Recipient Business Name

Recipient Address Line 1Required

Recipient Address Line 2

Recipient CityRequired

Recipient State/Province

Recipient ZIP/Postal CodeRequired

Recipient Country

CardRequired

Wryting StyleRequired

MessageRequired

Body Signature ID

Sign Off

Wishes Signature ID

Gift Card Denomination

Custom Insert

Delivery Confirmation

Webhook URL

Update Contact

Address IDRequired

First Name

Last Name

Business Name

Address Line 1

Address Line 2

City