Clientary + Jotform

Create api requests in Jotform for every new client in Clientary

Streamline your client onboarding process with this efficient workflow. Whenever you add a new client in Clientary, the same details are immediately mirrored in Jotform. It eliminates manual data entry, saving you valuable time, and ensuring that your Jotform records are always up to date. This automation makes client management and data consistency a breeze.

When this happens...
New Client
Triggered when a new client is created in Clientary.
TriggerPolling
automatically do this!
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
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
- FormRequired
Trigger
Instant
Try It
- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
Action
Write
- Select a formRequired
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 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
- DocumentRequired
Trigger
Polling
Try It
- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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 Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more

Related categories

Forms & Surveys

Clientary + Jotform

Create api requests in Jotform for every new client in Clientary

Supported triggers and actions

New Contact

New Lead

New Project

New Task

New Client

Client

Create Estimate

Create Lead

New Submission

Assign Form

Create Submission

New Expense

New Payment

New Staff

New Invoice

New Estimate

Expense

Create Invoice

Create Task

New Signed Document

Assign Prefilled Form

API Request (Beta)

About Clientary

Related categories

Similar apps

Zoho Invoice

Invoice Ninja

Hiveage

About Jotform

Related categories

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Wufoo

Formstack

Typeform