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.

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No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Typeform

Forms & Surveys

Dropbox

File Management & Storage

Microsoft Excel

Microsoft, Spreadsheets

Reamaze

Customer Support

Wave

Accounting

Slack

Team Chat

Mailchimp

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

WooCommerce

eCommerce, WordPress

Typeform

Forms & Surveys

Dropbox

File Management & Storage

Microsoft Excel

Microsoft, Spreadsheets

Reamaze

Customer Support

Wave

Accounting

Slack

Team Chat

Typeform

Forms & Surveys

Dropbox

File Management & Storage

Microsoft Excel

Microsoft, Spreadsheets

Reamaze

Customer Support

Wave

Accounting

Slack

Team Chat

Mailchimp

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

WooCommerce

eCommerce, WordPress

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

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
Send new Clientary contacts to MailChimp as new subscribers
Details
Try it
Clientary + Mailchimp
Create Podio items for new Clientary contacts
Details
Try it
Clientary + Podio

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

Send new Clientary contacts to MailChimp as new subscribers

Details

Try it

Clientary + Mailchimp

Create Podio items for new Clientary contacts

Details

Try it

Clientary + Podio

Create Clientary clients for new Gravity Forms submissions

Details

Try it

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
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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

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
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

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 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

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

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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

Launch your first automated workflow

Create Process Street workflow run from Clientary invoices

Create new Podio items with new Clientary invoices