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Clientary
Make Code

Connect Clientary and Make Code

Explore ready-made Clientary and Make Code templates and start automating in minutes.

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Create a custom workflow

Integrate Clientary with Make Code and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Clientary
Trigger: Watch New Clients
Make Code
Action: Select an action
1. Select a trigger

  • Triggers when a new client has been created.

  • Triggers when a new contact has been created.

  • Triggers when a new estimate has been created.

  • Triggers when a new expense has been created.

  • Triggers when a new invoice has been created.

  • Triggers when a new payment has been created.

  • Triggers when a new project has been created.

  • Triggers when a new staff member has been added.

  • Triggers when a new task has been created.

2. Select an action

  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Clientary and Make Code.

Create a Client
Creates a new client.
Action
Create a Contact
Creates a new contact.
Action
Create a Task
Creates a new task.
Action
Create an Estimate
Creates an estimate.
Action
Create an Expense
Creates a new expense.
Action
Create an Invoice
Creates an invoice.
Action
Delete a Client
Deletes a client specified by ID.
Action
Delete a Contact
Deletes a contact specified by ID.
Action
Delete a Task
Deletes a task specified by ID.
Action
Load more

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

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.