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Choose a trigger
A trigger is the event that starts your Zap—like a "Invoice Is Paid" from Clnto.
Add your action
An action happens after the trigger—such as "Create Contact" in ReadyCloud Suite.
You’re connected!
Zapier seamlessly connects Clnto and ReadyCloud Suite, automating your workflow.
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.
- WorkspaceRequired
- StageRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Choose WorkspaceRequired
- Lead Email (optional)
- Lead Id (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose WorkspaceRequired
- Choose Activity TypeRequired
- Activity Name
- Guests
- Starts AtRequired
- Ends AtRequired
- Color
- Link to Lead/Customer
- Internal Note
- Description
- Location
- Mark As Done
- Send Invites
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose WorkspaceRequired
- Recipient NameRequired
- Recipient's Email addressRequired
- Invoice date
- Due date
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit
- Quantity
- Rate
- Tax
- Adjustments
- Discount Type (Number / Percent)Required
- When to apply discount?Required
- Is this a recurring Invoice?Required
- Choose Payment method
- Client note
- Terms and conditions
- Invoice Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose WorkspaceRequired
- Please choose whether Proposal is for a Lead or CustomerRequired
- Recipient NameRequired
- Recipient EmailRequired
- Name of the Proposal or TitleRequired
- Choose from Clnto's inbuilt templates
- Choose Item (Product or Service that you are offering)
- Item Description
- Unit (e.g. hours, months, etc.)
- Quantity
- Item Rate
- Choose Tax
- Want to apply discount?
- Choose True if you want to send the proposal automatically to the receiver.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Lead IdRequired
- Name
- Email
- Phone
- Company
- Title
- StageRequired
- SourceRequired
- OwnerRequired
- CurrencyRequired
- Deal size
- Conversion Probablity
- Website
- PrivacyRequired
- Last Contact
- Address
- City
- State
- Country
- Zip
- Tags
- Note
- Leads FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Choose WorkspaceRequired
- Field To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Clnto WorkspaceRequired
- Field To Search ByRequired
- Client's full nameRequired
- Client's Company
- Client's email addressRequired
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Client Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TeamRequired
- First nameRequired
- Last name
- Occupation
- Website
- Description
- Is company
- Address typeRequired
- Address company name
- Address first name
- Address last name
- Address line 1
- Address line 2
- Address city
- Address region
- Address post code
- Address country
- Address phone
- Address email
- Address residential
- Source name
- Source account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TeamRequired
- MemberRequired
- TitleRequired
- Description
- Location
- Start time
- End time
- Alert time
- All day event
- First nameRequired
- Last name
- Occupation
- Website
- Description
- Is company
- Address typeRequired
- Address company name
- Address first name
- Address last name
- Address line 1
- Address line 2
- Address city
- Address region
- Address post code
- Address country
- Address phone
- Address email
- Address residential
- Source name
- Source account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TeamRequired
- PhraseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TeamRequired
- PhraseRequired
- First nameRequired
- Last name
- Occupation
- Website
- Description
- Is company
- Address typeRequired
- Address company name
- Address first name
- Address last name
- Address line 1
- Address line 2
- Address city
- Address region
- Address post code
- Address country
- Address phone
- Address email
- Address residential
- Source name
- Source account
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- In which workspace you need to add the Customer?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- In which workspace you need to add the Lead?Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- Email id of Proposal's receiver (optional)
- Clnto ID of Proposal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Clnto WorkspaceRequired
- Client's full nameRequired
- Client's Company
- Client's email addressRequired
- Client's phone number
- Client's Title or Designation
- Company's VAT number
- Choose CurrencyRequired
- Choose Client's OwnerRequired
- Client Website
- Choose Tags
- Add a Note
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workspace in ClntoRequired
- Lead's nameRequired
- Lead's Email address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's Website or Link
- Deal Size
- Choose Currency for Deal SizeRequired
- Conversion Probablity (1-100)
- Sales Stage in PipelineRequired
- Last Contact Date
- Source
- Choose Lead OwnerRequired
- PrivacyRequired
- Tags
- Note
- Address
- City
- State
- Country
- Zip
- Lead FormRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Customer IdRequired
- Name
- Email
- Title
- Phone
- Company
- VAT Number
- CurrencyRequired
- OwnerRequired
- Website
- Billing Address
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Address
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Tags
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Field To Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Choose the workspaceRequired
- Team member's email or Full nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Workspace in ClntoRequired
- Field To Search ByRequired
- Lead's nameRequired
- Lead's Email address
- Lead's Phone number
- Lead's Title or Designation
- Lead's Company name
- Lead's Website or Link
- Deal Size
- Choose Currency for Deal SizeRequired
- Conversion Probablity (1-100)
- Sales Stage in PipelineRequired
- Last Contact Date
- Source
- Choose Lead OwnerRequired
- PrivacyRequired
- Tags
- Note
- Address
- City
- State
- Country
- Zip
- Lead FormRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TeamRequired
- ContactRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- TeamRequired
- ContactRequired
- Author name
- Author email
- ContentRequired
- Title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Default currency
- Default length unit
- Default weight unit
- TeamRequired
- Unique ID
- Order number
- Primary IDRequired
- Order time
- Message
- Customer number
- PO number
- Terms
- Source name
- Source account
- Source identifier
- Tags
- Shipping: ship agent
- Shipping: ship type
- Shipping: ship via
- Shipping: ship cost
- Shipping: status
- Shipping: shipped time
- Shipping: to ship time
- Shipping: warehouse
- Ship from address: first name
- Ship from address: last name
- Ship from address: email
- Ship from address: phone
- Ship from address: company
- Ship from address: address line 1
- Ship from address: address line 2
- Ship from address: city
- Ship from address: post code
- Ship from address: region
- Ship from address: country
- Ship from address: is residential?
- Ship from address: is validated?
- Ship to address: first name
- Ship to address: last name
- Ship to address: email
- Ship to address: phone
- Ship to address: company
- Ship to address: address line 1
- Ship to address: address line 2
- Ship to address: city
- Ship to address: post code
- Ship to address: region
- Ship to address: country
- Ship to address: is residential?
- Ship to address: is validated?
- Billing: status
- Billing: subtotal
- Billing: shipping cost
- Billing: tax
- Billing: total
- Bill to address: first name
- Bill to address: last name
- Bill to address: email
- Bill to address: phone
- Bill to address: company
- Bill to address: address line 1
- Bill to address: address line 2
- Bill to address: city
- Bill to address: post code
- Bill to address: region
- Bill to address: country
- Bill to address: is residential?
- Bill to address: is validated?
- Box: description
- Box: box width
- Box: height
- Box: length
- Box: box weight
- Box: package type
- Box: delivery time
- Box: shipper release
- Box: saturday delivery
- Box: tracking number
- Confirmation type
- Box: ship cost
- Box: declared value
- Box: COD
- Box: COD value
- Box: insurance type
- Box: insured value
- Kind
- QuantityRequired
- Description
- Unit price
- Unit weight
- Pick location
- Link
- Image link
- Part number / SKURequired
- Code
- Commodity code
- EAN code
- ISBN code
- Export type code
- Origin country code
- Preference criteria code
- Producer info code
- Schedule B commodity code
- Joint production
- Net cost begin time
- Net cost code
- Net cost end time
- UPS
- Name
- Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TeamRequired
- PhraseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TeamRequired
- PhraseRequired
- Default currency
- Default length unit
- Default weight unit
- Unique ID
- Order number
- Primary IDRequired
- Order time
- Message
- Customer number
- PO number
- Terms
- Source name
- Source account
- Source identifier
- Tags
- Shipping: ship agent
- Shipping: ship type
- Shipping: ship via
- Shipping: ship cost
- Shipping: status
- Shipping: shipped time
- Shipping: to ship time
- Shipping: warehouse
- Ship from address: first name
- Ship from address: last name
- Ship from address: email
- Ship from address: phone
- Ship from address: company
- Ship from address: address line 1
- Ship from address: address line 2
- Ship from address: city
- Ship from address: post code
- Ship from address: region
- Ship from address: country
- Ship from address: is residential?
- Ship from address: is validated?
- Ship to address: first name
- Ship to address: last name
- Ship to address: email
- Ship to address: phone
- Ship to address: company
- Ship to address: address line 1
- Ship to address: address line 2
- Ship to address: city
- Ship to address: post code
- Ship to address: region
- Ship to address: country
- Ship to address: is residential?
- Ship to address: is validated?
- Billing: status
- Billing: subtotal
- Billing: shipping cost
- Billing: tax
- Billing: total
- Bill to address: first name
- Bill to address: last name
- Bill to address: email
- Bill to address: phone
- Bill to address: company
- Bill to address: address line 1
- Bill to address: address line 2
- Bill to address: city
- Bill to address: post code
- Bill to address: region
- Bill to address: country
- Bill to address: is residential?
- Bill to address: is validated?
- Box: description
- Box: box width
- Box: height
- Box: length
- Box: box weight
- Box: package type
- Box: delivery time
- Box: shipper release
- Box: saturday delivery
- Box: tracking number
- Confirmation type
- Box: ship cost
- Box: declared value
- Box: COD
- Box: COD value
- Box: insurance type
- Box: insured value
- Kind
- QuantityRequired
- Description
- Unit price
- Unit weight
- Pick location
- Link
- Image link
- Part number / SKURequired
- Code
- Commodity code
- EAN code
- ISBN code
- Export type code
- Origin country code
- Preference criteria code
- Producer info code
- Schedule B commodity code
- Joint production
- Net cost begin time
- Net cost code
- Net cost end time
- UPS
- Name
- Value
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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