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Send emails in Gmail for new invoices in Clientary
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Clientary + Gmail

Send emails in Gmail for new invoices in Clientary

Clientary + Gmail

How Zapier works

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

Select a trigger from Clientary

A trigger is an event that starts your Zap and runs the workflow. For example, with Clientary, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Gmail

An action is what takes place after the automation is triggered. For example, with Gmail, the action could be "Add Label to Email."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Clientary to Gmail

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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

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Connect Clientary and Gmail 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.

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.

New Contact
An individual contact within Clientary.
Trigger
Polling
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New Lead
Triggered when a new lead is created in Clientary.
Trigger
Polling
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New Project
Triggered when a new project is created in Clientary.
Trigger
Polling
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New Task
Triggers when a new task is added to your Clientary account.
Trigger
Polling
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New Client
Triggered when a new client is created in Clientary.
Trigger
Polling
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- 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
- Label or mailbox
- Search keywords
Trigger
Polling
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- Label or mailbox
Trigger
Polling
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- Search keywords
Trigger
Polling
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- Label or mailbox
Trigger
Polling
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- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Body Type
- Body
  Required
- Label or mailbox
- Attachments
Action
Write
- Search keywords
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Search or 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
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New Staff
Triggers when a new staff member is added!
Trigger
Polling
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New Invoice
A new invoice is created in Clientary.
Trigger
Polling
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New Estimate
Triggered when a new estimate is created in Clientary.
Trigger
Polling
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- 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 Label
Triggers when you add a new label.
Trigger
Polling
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- Label or mailbox
Trigger
Polling
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New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
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- Label
- Message
  Required
Action
Write
- Recipient_instructions
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of label
  Required
Action
Write
- Message
  Required
- Label or mailbox
Action
Write
- Search keywords
Action
Search

Learn how to automate Gmail on the Zapier blog

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.

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Proposal & Invoice Management

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About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn moreLearn moreHelpHelp

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