Clientary Integrations

Proposal & Invoice Management

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Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Dropbox

File Management & Storage

Typeform

Forms & Surveys

Microsoft Excel

Microsoft, Spreadsheets

Wave

Accounting

Filter by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Dropbox

File Management & Storage

Typeform

Forms & Surveys

Microsoft Excel

Microsoft, Spreadsheets

Wave

Accounting

Highrise

CRM (Customer Relationship Management)

Reamaze

Customer Support

Stackby

Databases

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Quickly automate Clientary integrations with Zapier's templates

Create Process Street checklists from Clientary invoices
Details
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Clientary + Process Street
Create new Podio items with new Clientary invoices
Details
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Clientary + Podio
Create new QuickBoooks Online invoices from Clientary invoices
Premium
Details
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Clientary + QuickBooks Online
Send new Clientary invoices to Xero
Premium
Details
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Clientary + Xero
Send new Clientary contacts to MailChimp as new subscribers
Details
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Clientary + Mailchimp
Create Podio items for new Clientary contacts
Details
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Clientary + Podio

Create Process Street checklists from Clientary invoices

Clientary + Process Street

Create new Podio items with new Clientary invoices

Clientary + Podio

Create new QuickBoooks Online invoices from Clientary invoices

Premium

Clientary + QuickBooks Online

Send new Clientary invoices to Xero

Premium

Clientary + Xero

Send new Clientary contacts to MailChimp as new subscribers

Clientary + Mailchimp

Create Podio items for new Clientary contacts

Clientary + Podio

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
- 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

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
- 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

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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