Connect Clientary integrations
Direct your agency operations by automating Clientary to coordinate proposals, projects, and invoices. Connecting this platform to our workflow automation tool lets you instantly draft contracts, log billable hours, and dispatch payment reminders. Keep your client portals updated in real time. Register for free today to configure your first billing connection.
Verified apps are reviewed by Make.
This app is supported and maintained by Make.
Build your Clientary integrations.
Boost your business productivity with Make by designing custom Clientary integrations. Automate your daily workflows and sync data across systems 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.
Connect Clientary with your daily apps using Make.
Automate your invoicing and sync client data to eliminate manual work.
Connect Clientary with Make to automate your entire business workflow
Integrate Clientary with Make to connect all of your business workflows. Automatically sync invoices with Xero, send team tasks to Asana, and get instant Slack alerts the moment clients pay.
Automatically mirror your invoices between Xero and Clientary to eliminate double data entry and prevent costly billing mistakes.
Instantly send your Clientary tasks to tools like Asana so your team can start working without constantly switching platforms.
Automatically send Slack messages the moment a client pays an invoice so your team stays updated in real time.
Link Clientary with thousands of other apps on Make to automate your entire business from proposal to payment.
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