Integrate Clientary with Retently
Trigger NPS/CSAT surveys after project completion or invoice payments, sync customer contact and transaction data to maintain updated profiles, and use feedback scores to enhance project management and client relations.
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About Clientary
Clientary is a management tool used for handling contacts, leads, projects, tasks, expenses, payments, invoices, and estimates.
Clientary to Retently
New Contact
Triggers when a new contact is created in Clientary.New Lead
Triggered when a new lead is created in Clientary.New Project
Triggered when a new project is created in Clientary.New Task
Triggers when a new task is added to your Clientary account.New Client
Triggered when a new client is created in Clientary.New Expense
Triggers when a new expense is added to Clientary.New Payment
Triggers when a new payment is added to your Clientary account.New Staff
Triggered when a new staff member is added.New Invoice
Triggered when a new invoice is created in Clientary.New Estimate
Triggered when a new estimate is created in Clientary.
Retently to Clientary
Create Client
Creates a new client in Clientary.Create Estimate
Creates an estimate in Clientary.Create Lead
Creates a new lead in Clientary.Create Expense
Creates a new expense in Clientary.Create Invoice
Creates an invoice in Clientary.Create Task
Creates a task inside Clientary.Related blog posts
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