Clientary Integrations

Name: Zapier
Availability: InStock

Put Clientary to work with AI and enterprise-grade automation

Automate smarter with Clientary and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Typeform

Forms & Surveys

Microsoft Excel

Microsoft, Spreadsheets

Google Calendar

Calendar, Google

WooCommerce

eCommerce, WordPress

Stripe (Legacy)

Payment Processing

Capsule CRM

CRM (Customer Relationship Management)

Stackby

Databases

Calendly

Scheduling & Booking

OneDrive

File Management & Storage, Microsoft

Typeform

Forms & Surveys

Microsoft Excel

Microsoft, Spreadsheets

Google Calendar

Calendar, Google

WooCommerce

eCommerce, WordPress

Stripe (Legacy)

Payment Processing

Capsule CRM

CRM (Customer Relationship Management)

Typeform

Forms & Surveys

Microsoft Excel

Microsoft, Spreadsheets

Google Calendar

Calendar, Google

WooCommerce

eCommerce, WordPress

Stripe (Legacy)

Payment Processing

Capsule CRM

CRM (Customer Relationship Management)

Stackby

Databases

Calendly

Scheduling & Booking

OneDrive

File Management & Storage, Microsoft

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send new Clientary contacts to MailChimp as new subscribers
Details
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Clientary + Mailchimp
Create Process Street workflow run 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
Create Podio items for new Clientary contacts
Details
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Clientary + Podio

Send new Clientary contacts to MailChimp as new subscribers

Details

Try it

Clientary + Mailchimp

Create Process Street workflow run from Clientary invoices

Details

Try it

Clientary + Process Street

Create new Podio items with new Clientary invoices

Details

Try it

Clientary + Podio

Create new QuickBoooks Online invoices from Clientary invoices

Details

Try it

Clientary + QuickBooks Online

Send new Clientary invoices to Xero

Details

Try it

Clientary + Xero

Create Podio items for new Clientary contacts

Details

Try it

Clientary + Podio

Create Clientary clients for new Gravity Forms submissions

Details

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Gravity Forms + Clientary

Create Clientary clients for new QuickBooks Online customers

Details

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Clientary + QuickBooks Online

Create new Clientary tasks for new conversations on Reamaze

Details

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Reamaze + Clientary

Send new Clientary contacts to AWeber as new subscribers

Details

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Clientary + AWeber

Send new Clientary clients a customized Handwrytten note

Details

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Clientary + Handwrytten

Import or update new Clientary contacts in TinyEmail

Details

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Clientary + TinyEmail

Create Clientary clients for new Gravity Forms submissions
Details
Try it
Gravity Forms + Clientary
Create Clientary clients for new QuickBooks Online customers
Premium
Details
Try it
Clientary + QuickBooks Online
Create new Clientary tasks for new conversations on Reamaze
Details
Try it
Reamaze + Clientary
Send new Clientary contacts to AWeber as new subscribers
Details
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Clientary + AWeber
Send new Clientary clients a customized Handwrytten note
Details
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Clientary + Handwrytten
Import or update new Clientary contacts in TinyEmail
Details
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Clientary + TinyEmail

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.

New Contact
An individual contact within Clientary.
Trigger
Polling
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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 Name
  Required
- Number
- Website
- Description
- Country
- Street Address
- Street Address (2nd Line)
- City
- State
- Zip Code
Action
Write
- Client
- Currency Code
  Required
- Line Item Price
  Required
- Line Item Quantity
  Required
- Line Item Description
  Required
- Line Item Taxable?
- Estimate Subject
- Note
Action
Write

- Lead Name
  Required
- Lead Contact Name
  Required
- Lead Contact Email
- Phone
- Lead Value
Action
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 Amount
  Required
Action
Write
- Invoice Client
- Currency Code
  Required
- Due Date
  Required
- Date
  Required
- Line Item Price
  Required
- Line Item Quantity
  Required
- Line Item Description
  Required
- Line Item Taxable?
Action
Write
- Title
  Required
- Completed
- Assignee
- Project
Action
Write

For builders

Let your AI safely access Clientary

Go beyond Zap workflows. Install Zapier in your AI to call Clientary actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Clientary from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Client
Expense

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Clientary actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Clientary connection @ https://zapier.com/es/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "clientary", owner: "me" });

await zapier.runAction({
  app: 'clientary',
  action: 'action_13',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Clientary Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

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.

HelpHelp

Related categories

Proposal & Invoice Management

Similar apps

Zoho Invoice

Proposal & Invoice Management, Zoho

Invoice Ninja

Proposal & Invoice Management

Hiveage

Proposal & Invoice Management

Clientary Integrations

Put Clientary to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Send new Clientary contacts to MailChimp as new subscribers

Create Process Street workflow run from Clientary invoices

Create new Podio items with new Clientary invoices

Create new QuickBoooks Online invoices from Clientary invoices

Send new Clientary invoices to Xero

Create Podio items for new Clientary contacts

Send new Clientary contacts to MailChimp as new subscribers

Create Process Street workflow run from Clientary invoices

Create new Podio items with new Clientary invoices

Create new QuickBoooks Online invoices from Clientary invoices

Send new Clientary invoices to Xero

Create Podio items for new Clientary contacts

Create Clientary clients for new Gravity Forms submissions

Create Clientary clients for new QuickBooks Online customers

Create new Clientary tasks for new conversations on Reamaze

Send new Clientary contacts to AWeber as new subscribers

Send new Clientary clients a customized Handwrytten note

Import or update new Clientary contacts in TinyEmail

Create Clientary clients for new Gravity Forms submissions

Create Clientary clients for new QuickBooks Online customers

Create new Clientary tasks for new conversations on Reamaze

Send new Clientary contacts to AWeber as new subscribers

Send new Clientary clients a customized Handwrytten note

Import or update new Clientary contacts in TinyEmail

Let your AI safely access Clientary

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Clientary Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Clientary Integrations

Popular Clientary Integrations

Connect Your App Accounts to Zapier