Clientary Integrations

Do more with Clientary integrations

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Quickly automate Clientary integrations with Zapier's templates

Create Process Street workflow run from Clientary invoices
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Clientary + Process Street
Create new Podio items with new Clientary invoices
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Clientary + Podio
Create new QuickBoooks Online invoices from Clientary invoices
Premium
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Clientary + QuickBooks Online
Send new Clientary invoices to Xero
Premium
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Clientary + Xero

Send new Clientary contacts to MailChimp as new subscribers
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Clientary + Mailchimp

Create Podio items for new Clientary contacts
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Clientary + Podio

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

Try it

Clientary + Podio

Create new QuickBoooks Online invoices from Clientary invoices

Premium

Details

Try it

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

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Clientary + Mailchimp

Create Podio items for new Clientary contacts

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Clientary + Podio

Supported triggers and actions

What does this mean?

New Contact
An individual contact within Clientary.
Trigger
Scheduled
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New Lead
Triggered when a new lead is created in Clientary.
Trigger
Scheduled
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New Project
Triggered when a new project is created in Clientary.
Trigger
Scheduled
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New Task
Triggers when a new task is added to your Clientary account.
Trigger
Scheduled
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New Client
Triggered when a new client is created in Clientary.
Trigger
Scheduled
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- 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

New Expense
A new expense in Clientary.
Trigger
Scheduled
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New Payment
Triggers when a new payment is added to your Clientary account.
Trigger
Scheduled
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New Staff
Triggers when a new staff member is added!
Trigger
Scheduled
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New Invoice
A new invoice is created in Clientary.
Trigger
Scheduled
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New Estimate
Triggered when a new estimate is created in Clientary.
Trigger
Scheduled
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- 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

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

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QuickBooks Online

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Microsoft Excel

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Google Sheets

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Microsoft Excel

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Join millions worldwide who automate their work using Zapier

Create Process Street workflow run from Clientary invoices

Create new Podio items with new Clientary invoices

Create new QuickBoooks Online invoices from Clientary invoices

Send new Clientary invoices to Xero

Send new Clientary contacts to MailChimp as new subscribers

Create Podio items for new Clientary contacts

Create Process Street workflow run from Clientary invoices

Create new Podio items with new Clientary invoices

Create new QuickBoooks Online invoices from Clientary invoices

Send new Clientary invoices to Xero

Send new Clientary contacts to MailChimp as new subscribers

Create Podio items for new Clientary contacts

New Contact

New Lead

New Project

New Task

New Client

Client

Create Estimate

Create Lead

New Expense

New Payment

New Staff

New Invoice

New Estimate

Expense

Create Invoice

Create Task

About Clientary

Related categories

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Popular Clientary Integrations

Popular Clientary Integrations