Clientary + PenPals

Send PenPals handwritten cards for new Clientary clients

Service businesses risk looking impersonal when client onboarding happens entirely online. This integration automatically mails a handwritten, personalized PenPals card the moment Clientary registers a new client. New accounts feel valued from day one, boosting retention through an automated touch that scales as you grow.

When this happens...
New Client
Triggered when a new client is created in Clientary.
TriggerPolling
automatically do this!
Send Handwritten Card
Sends a handwritten card. Note: requires active payment method in your PenPals account.
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
- CardRequired
- MessageRequired
- Signature or Sign Off
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient State
- Recipient Zip CodeRequired
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State
- Sender Zip CodeRequired
- Handwriting Style
- Ink Color
Action
Write
- CardRequired
- MessageRequired
- Signature or Sign Off
- Send DateRequired
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient State
- Recipient Zip CodeRequired
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State
- Sender Zip CodeRequired
- Payment MethodRequired
- Handwriting Style
- Ink Color
Action
Write

New Expense
A new expense in Clientary.
Trigger
Polling
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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
- First NameRequired
- Last Name
- Business
- Address Line 1Required
- Address Line 2
- CityRequired
- State
- Zip CodeRequired
Action
Write
- CardRequired
- MessageRequired
- Sign Off
- Recipient First NameRequired
- Recipient Last Name
- Recipient Business Name
- Recipient Address Line 1Required
- Recipient Address Line 2
- Recipient CityRequired
- Recipient State
- Recipient Zip CodeRequired
- Sender First NameRequired
- Sender Last Name
- Sender Business Name
- Sender Address Line 1Required
- Sender Address Line 2
- Sender CityRequired
- Sender State
- Sender Zip CodeRequired
- Payment MethodRequired
- Handwriting Style
- Ink Color
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

Similar apps

About PenPals

PenPals is a service to automate handwritten cards for key moments, helping deliver a more personal touch to clients & prospects.

Related categories

Customer Appreciation

Clientary + PenPals

Send PenPals handwritten cards for new Clientary clients

Supported triggers and actions

New Contact

New Lead

New Project

New Task

New Client

Client

Create Estimate

Create Lead

Add Handwritten Card to Cart

Schedule Handwritten Card

New Expense

New Payment

New Staff

New Invoice

New Estimate

Expense

Create Invoice

Create Task

Add Contact

Send Handwritten Card

About Clientary

Related categories

Similar apps

Zoho Invoice

Invoice Ninja

Hiveage

About PenPals

Related categories