Skip to content

Connect Formsite and Clientary to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Formsite with Clientary - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Form Result" from Formsite.

Add your action

An action happens after the trigger—such as "Client" in Clientary.

You’re connected!

Zapier seamlessly connects Formsite and Clientary, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024

G2 Badge - Best Results - Winter 2024

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Formsite to Clientary integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Formsite and Clientary to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

triggers, actions, or triggers and actions

- Form
  Required
Trigger
Instant
Try It
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

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 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

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Typeform

Forms & Surveys

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

Zoho Invoice

Proposal & Invoice Management, Zoho

Invoice Ninja

Proposal & Invoice Management

Hiveage

Proposal & Invoice Management

Connect Formsite to Clientary on the world's largest no-code automation platform

Sign up with Google