Connect Clientary integrations
Govern your entire client pipeline from initial pitch to final payment by connecting Clientary to Make. Linking this all-in-one platform to our workflow automation tool lets you instantly convert approved proposals to active projects, log billable hours, and sync invoice records. Register for your free account today to build your first automated billing pipeline.
Verified apps are reviewed by Make.
This app is supported and maintained by Make.
Build your Clientary integrations.
Boost your business efficiency by connecting Clientary to your tech stack. With Make, you can build custom integrations and automated workflows instantly. Try Make today to integrate Clientary.
Creates a new client.
Creates a new contact.
Creates a new task.
Creates an estimate.
Creates a new expense.
Creates an invoice.
Deletes a client specified by ID.
Deletes a contact specified by ID.
Deletes a task specified by ID.
Connect any app with Clientary
Popular Clientary workflows.
Automate your Clientary workflows with Make. Connect your daily tools, sync critical data, and save time.
Connect and Automate Clientary with Your Tech Stack on Make
Integrate Clientary with Xero, Asana, and Slack using Make. Automatically sync your invoices, track tasks, and send real-time team notifications to simplify your daily client operations.
Automatically sync invoices between Xero and Clientary so your accounting records match without any manual data entry.
Instantly copy new Clientary tasks into Asana to ensure your project teams always work with up-to-date to-do lists.
Send automatic updates to Slack channels the moment a client pays an invoice, keeping your team in the loop in real time.
Connect Clientary with hundreds of other apps to build custom workflows that save time and keep your client services running smoothly.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
Trusted by 350,000+ customers
"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."
Philipp Weidenbach
Head of Operations at Teleclinic
"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."
Cayden Phipps
COO at Shop Accelerator Martech
"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."
Erkki Markus
Product Owner at Smaily
"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."
Andreas Stryz
CTO & Co-founder at FINN
"I can't count the number of hours I've saved by using Make. Every single day is simpler because of Make's automation."
Kimberly D
Owner of Media Production