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Clientary + Process Street

Create Process Street checklists from Clientary invoices

Automate your invoicing process by triggering a new Process Street workflow whenever a Clientary invoice is submitted. Assign the checklist to the team with the knowledge to execute the workflow and track progress from the Process Street dashboard.

Automate your invoicing process by triggering a new Process Street workflow whenever a Clientary invoice is submitted. Assign the checklist to the team with the knowledge to execute the workflow and track progress from the Process Street dashboard.

  1. When this happens...
    ClientaryClientary
    New Invoice

    A new invoice is created in Clientary.

    TriggerScheduled
  2. automatically do this!
    Process StreetProcess Street
    Run Workflow

    Runs a workflow.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clientary triggers, actions, and search

    New Contact

    An individual contact within Clientary.

    Trigger
    Scheduled
    Try It
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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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Related categories

  • Proposal & Invoice Management

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