Clientary + Stackby

Add new Clientary clients as rows in Stackby for seamless organization

Effortlessly manage your client onboarding process with this Clientary to Stackby automation. When you add a new client in Clientary, a new row will be created in your Stackby database, ensuring your records stay up-to-date and accurate. Streamline your workflow and save time by eliminating manual data entry with this seamless integration.

When this happens...
New Client
Triggered when a new client is created in Clientary.
TriggerPolling
automatically do this!
Create Row
Creates a new row in a table
ActionWrite

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Supported triggers and actions

New Contact
An individual contact within Clientary.
Trigger
Polling
Try It
New Lead
Triggered when a new lead is created in Clientary.
Trigger
Polling
Try It
New Project
Triggered when a new project is created in Clientary.
Trigger
Polling
Try It
New Task
Triggers when a new task is added to your Clientary account.
Trigger
Polling
Try It
New Client
Triggered when a new client is created in Clientary.
Trigger
Polling
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
- WorkspaceRequired
- StackRequired
- TableRequired
Trigger
Polling
Try It
- WorkspaceRequired
- StackRequired
- TableRequired
Trigger
Polling
Try It
- WorkspaceRequired
- StackRequired
- TableRequired
- RowRequired
Action
Write
- WorkspaceRequired
- StackRequired
- TableRequired
- ColumnRequired
- Search Text
Action
Search or write

New Expense
A new expense in Clientary.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is added to your Clientary account.
Trigger
Polling
Try It
New Staff
Triggers when a new staff member is added!
Trigger
Polling
Try It
New Invoice
A new invoice is created in Clientary.
Trigger
Polling
Try It
New Estimate
Triggered when a new estimate is created in Clientary.
Trigger
Polling
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
- WorkspaceRequired
- StackRequired
- TableRequired
- ViewRequired
Trigger
Polling
Try It
- WorkspaceRequired
- StackRequired
- TableRequired
Action
Write
- WorkspaceRequired
- StackRequired
- TableRequired
- ColumnRequired
- Search Text
Action
Search

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.