Salesflare Salesflare Integrations

Clientary and Salesflare

Proposal & Invoice Management clientary.com ↗

How to connect Clientary

What you can automate

  • When new Contact in Clientary, find or create contact in Salesflare.
  • When new Lead in Clientary, find or create contact in Salesflare.
  • When new Payment in Clientary, create opportunity, then find or create contact in Salesflare.
  • When new Task in Clientary, create task in Salesflare.
  • When new Invoice in Clientary, create opportunity, then find or create contact in Salesflare.
  • When new Client in Clientary, find or create account, then find or create contact, then add contact to account in Salesflare.

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.

Clientary operations on Zapier

Triggers (10)

Start a workflow when this happens

  • New Client — Triggered when a new client is created in Clientary.
  • New Contact — An individual contact within Clientary.
  • New Estimate — Triggered when a new estimate is created in Clientary.
  • New Expense — A new expense in Clientary.
  • New Invoice — A new invoice is created in Clientary.
Show 5 more triggers
  • New Lead — Triggered when a new lead is created in Clientary.
  • New Payment — Triggers when a new payment is added to your Clientary account.
  • New Project — Triggered when a new project is created in Clientary.
  • New Staff — Triggers when a new staff member is added!
  • New Task — Triggers when a new task is added to your Clientary account.

Actions (6)

Things Salesflare can make it do

  • Client — Create a new client in Clientary.
  • Create Estimate — Creates an Estimate in Clientary.
  • Create Invoice — Creates an Invoice in Clientary.
  • Create Lead — Create a new lead in Clientary.
  • Create Task — Create a task inside Clientary.
Show 1 more actions
  • Expense — Create a new expense in Clientary.

Clientary operations on Make

Triggers (9)

Start a workflow when this happens

  • Watch New Clients — Triggers when a new client has been created.
  • Watch New Contacts — Triggers when a new contact has been created.
  • Watch New Estimates — Triggers when a new estimate has been created.
  • Watch New Expenses — Triggers when a new expense has been created.
  • Watch New Invoices — Triggers when a new invoice has been created.
Show 4 more triggers
  • Watch New Payments — Triggers when a new payment has been created.
  • Watch New Projects — Triggers when a new project has been created.
  • Watch New Staff — Triggers when a new staff member has been added.
  • Watch New Tasks — Triggers when a new task has been created.

Actions (25)

Things Salesflare can make it do

  • Create a Client — Creates a new client.
  • Create a Contact — Creates a new contact.
  • Create a Task — Creates a new task.
  • Create an Estimate — Creates an estimate.
  • Create an Expense — Creates a new expense.
Show 20 more actions
  • Create an Invoice — Creates an invoice.
  • Delete a Client — Deletes a client specified by ID.
  • Delete a Contact — Deletes a contact specified by ID.
  • Delete a Task — Deletes a task specified by ID.
  • Delete an Estimate — Deletes an estimate specified by ID.
  • Delete an Expense — Deletes an expense specified by ID.
  • Delete an Invoice — Deletes an invoice specified by ID.
  • Get a Client — Retrieves a client specified by ID.
  • Get a Contact — Retrieves a contact specified by ID.
  • Get a Task — Retrieves a task specified by ID.
  • Get an Estimate — Retrieves an estimate specified by ID.
  • Get an Expense — Retrieves an expense specified by ID.
  • Get an Invoice — Retrieves an invoice details specified by ID.
  • Make an API Call — Performs an arbitrary API call.
  • Update a Client — Updates a client object.
  • Update a Contact — Updates a contact object.
  • Update a Task — Updates a task specified by ID.
  • Update an Estimate — Updates an estimate specified by ID.
  • Update an Expense — Updates an expense specified by ID.
  • Update an Invoice — Updates an invoice specified by ID.

Searches (7)

Look up existing records

  • List Contacts — Retrieves a list of contacts.
  • List Estimates — Retrieves a list of estimates.
  • List Projects — Retrieves a list of projects.
  • List Tasks — Retrieves a list of tasks.
  • Search Clients — Searches clients.
Show 2 more searches
  • Search Expenses — Searches expenses.
  • Search Invoices — Searches invoices.

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