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.

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Clientary to Retently

1

New Contact

Triggers when a new contact is created in Clientary.
2

New Lead

Triggered when a new lead is created in Clientary.
3

New Project

Triggered when a new project is created in Clientary.
4

New Task

Triggers when a new task is added to your Clientary account.
5

New Client

Triggered when a new client is created in Clientary.
6

New Expense

Triggers when a new expense is added to Clientary.
7

New Payment

Triggers when a new payment is added to your Clientary account.
8

New Staff

Triggered when a new staff member is added.
9

New Invoice

Triggered when a new invoice is created in Clientary.
10

New Estimate

Triggered when a new estimate is created in Clientary.
RetentlyClientary logo

Retently to Clientary

1

Create Client

Creates a new client in Clientary.
2

Create Estimate

Creates an estimate in Clientary.
3

Create Lead

Creates a new lead in Clientary.
4

Create Expense

Creates a new expense in Clientary.
5

Create Invoice

Creates an invoice in Clientary.
6

Create Task

Creates a task inside Clientary.

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