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.
Clientary
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Triggers and actions
Developed, supported and maintained by community users.
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Clientary
Popular Clientary workflows
Automate your Clientary workflows with Make. Connect your daily tools, sync critical data, and save time.
Create and update Ronin invoices for new Xero invoices
Every time a new invoice is created in Xero, Make will automatically create/update invoice in Ronin.
Create Asana tasks for new Ronin tasks.
Every time a new task is created in Ronin, Make will automatically create a new task on Asana.
Send messages in Slack for new payments in Ronin
Every time a payments is created in Ronin, Make will send a message in your Slack with chosen information.
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.
Automated billing alignment
Automatically sync invoices between Xero and Clientary so your accounting records match without any manual data entry.
Instant team notifications
Send automatic updates to Slack channels the moment a client pays an invoice, keeping your team in the loop in real time.
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Unified task tracking
Instantly copy new Clientary tasks into Asana to ensure your project teams always work with up-to-date to-do lists.
Streamlined client operations
Connect Clientary with hundreds of other apps to build custom workflows that save time and keep your client services running smoothly.
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FAQs
How do I get started with Make?
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.
What is a scenario?
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.
What is a module?
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.
What is mapping?
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.