Integrate Clientary with OnePageCRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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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 OnePageCRM

An action is what takes place after the automation is triggered. For example, with OnePageCRM, the action could be "Close Sales Cycle."

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

That’s it! You just connected Clientary to OnePageCRM

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

Make work flow with AI

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Connect Clientary and OnePageCRM 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.

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Choose a Trigger

Start here

Start here

Choose an Action

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
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
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
- Contact ID
Trigger
Scheduled
Try It
- Filter by Type
Trigger
Instant
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Scheduled
Try It
- Contact ID
Trigger
Scheduled
Try It
- Deal Status
- Filter by Deal Name
- Custom Filter ID
- Filter by Tag
Trigger
Scheduled
Try It
- Contact ID
- Text
  Required
- Deal Status
Action
Write
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Filter by Contact Status
- Tag
- Filter by Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Write
- Contact ID
- Text
  Required
Action
Write
- Deal ID
  Required
- Filter by Deal Name
- Pipeline ID
- Owner
- Text
  Required
- Deal Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Search Phrase
- Deal ID
  Required
Action
Search
- Search Phrase
- Contact ID
- Include My Team Contacts
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Filter by Contact Status
- Tag
- Filter by Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Search or 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
Try It
New Estimate
Triggered when a new estimate is created in Clientary.
Trigger
Scheduled
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
Completed Next Action
Triggers when a next action is completed.
Trigger
Instant
Try It
- Contact ID
Trigger
Scheduled
Try It
- Deal Status
- Filter by Deal Name
- Custom Filter ID
- Filter by Tag
Trigger
Scheduled
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Scheduled
Try It
- Contact ID
- Comment
Action
Write
- Contact ID
- Result
- Text
  Required
- Phone Number
- Via
- Notify users
Action
Write
- Contact ID
- Filter by Deal Name
- Pipeline ID
- Owner
- Text
  Required
- Deal Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Contact ID
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Filter by Contact Status
- Tag
- Filter by Lead Source
- Background
- Owner
- Starred
Action
Write
- Search Phrase
- Contact ID
- Include My Team Contacts
Action
Search
- Search Phrase
- Access
- User ID
Action
Search
- Search Phrase
- Deal ID
  Required
- Contact ID
- Filter by Deal Name
- Pipeline ID
- Owner
- Text
  Required
- Deal Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Search or write

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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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About OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Capsule CRM

CRM (Customer Relationship Management)

Streak

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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