Create integrations between Real Geeks and Clientary to automate any workflow
WHEN THIS HAPPENS
New LeadAUTOMATICALLY DO THIS
Create EstimateEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
SiteRequired
Try ItNew Contact
An individual contact within Clientary.
Try ItNew Lead
Triggered when a new lead is created in Clientary.
Try ItNew Project
Triggered when a new project is created in Clientary.
Try It
SiteRequired
Agent
SourceRequired
Type
First Name
Last Name
Phone Number
Email Address
Address
Street Address
City
State
Zip Code
Contact Message
Notes
Region
New Expense
A new expense in Clientary.
Try ItNew Payment
Triggers when a new payment is added to your Clientary account.
Try ItNew Staff
Triggers when a new staff member is added!
Try It