Integrate Clientary with Zoho Survey 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 Zoho Survey

An action is what takes place after the automation is triggered. For example, with Zoho Survey, the action could be "Send Email Invitations."

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

That’s it! You just connected Clientary to Zoho Survey

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

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Connect Clientary and Zoho Survey 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.

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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
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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
- Department
  Required
Trigger
Instant
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- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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 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
- Department
  Required
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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About Zoho Survey

Zoho Survey lets you craft and design highly engaging surveys and questionnaires to effectively reach your targeted audience.

Learn more Help

Related categories

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Zapier Interfaces

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

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