Clientary · 74+ integrations
Connect Clientary to 74+ tools with AI workflow automation
Definable Workflow connects Clientary to 74+ other apps through AI-native automation. Describe an outcome. Workflow builds every step, runs the calls, and self-heals when something breaks.
What you can automate with Clientary
Clientary is a project management platform — A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours, Payments, Contractors and Staff. The perfect solution to win clients and save time. With Definable Workflow you can connect Clientary to 74+ other tools and automate any multi-step process — without writing code or maintaining scripts.
Common Clientary automations include: syncing data when records change, triggering actions in connected tools when events happen, routing information between teams automatically, and building event-driven workflows that run end-to-end without human intervention.
Whether you're building a project management workflow, syncing data across teams, or chaining Clientary into your CRM, helpdesk, or analytics stack, Definable handles the orchestration. Every step is monitored — if a tool returns an unexpected response or a rate-limit hits, the verification layer catches it, retries the affected step, and keeps the rest of the workflow running.
How Definable connects Clientary to your stack
Describe what you want to automate. Definable Workflow interprets the instruction, builds the steps, authenticates Clientary and every other tool involved, executes the full chain, and self-heals if anything breaks. No flowcharts. No glue code. No babysitting.
74 integrations · sorted by relevance
Clientary + Asana
153 toolsTool to help teams organize, track, and manage their work.
project managementClientary + Jira
94 toolsA tool for bug tracking, issue tracking, and agile project management.
project managementClientary + Linear
32 toolsLinear is a streamlined issue tracking and project planning tool for modern teams, featuring fast workflows, keyboard shortcuts, and GitHub integrations
project managementClientary + Monday
121 toolsmonday.
project managementClientary + Trello
322 toolsA web-based, kanban-style, list-making application.
project managementClientary + Airtable
23 toolsAirtable merges spreadsheet functionality with database power, enabling teams to organize projects, track tasks, and collaborate through customizable views, automation, and integrations for data management
productivityClientary + ClickUp
161 toolsClickUp unifies tasks, docs, goals, and chat in a single platform, allowing teams to plan, organize, and collaborate across projects with customizable workflows
productivityClientary + Box
284 toolsBox is a cloud content management platform for secure file storage, sharing, collaboration, and governance.
file management & storageClientary + Calendly
51 toolsCalendly is an appointment scheduling tool that automates meeting invitations, availability checks, and reminders, helping individuals and teams avoid email back-and-forth
scheduling & bookingClientary + Discord
15 toolsAn instant messaging and VoIP social platform.
team chatClientary + Dropbox
174 toolsDropbox is a cloud storage service offering file syncing, sharing, and collaboration across devices with version control and robust integrations
file management & storageClientary + Figma
53 toolsA collaborative interface design tool.
images & designClientary + GitHub
846 toolsGitHub is a code hosting platform for version control and collaboration, offering Git-based repository management, issue tracking, and continuous integration features
developer toolsClientary + Gmail
61 toolsGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with other G Suite apps for productivity
emailClientary + Google Calendar
44 toolsGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration with email and other apps for streamlined organization
scheduling & bookingClientary + Google Drive
76 toolsGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices, with robust search and offline access
file management & storageClientary + Google Sheets
40 toolsGoogle Sheets is a cloud-based spreadsheet tool enabling real-time collaboration, data analysis, and integration with other Google Workspace apps
spreadsheetsClientary + HubSpot
232 toolsHubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences
crmClientary + Intercom
133 toolsIntercom provides live chat, messaging, and customer engagement tools, enabling businesses to drive conversions, handle support, and personalize communication at scale
customer supportClientary + Mailchimp
272 toolsMailchimp is an email marketing and automation platform providing campaign templates, audience segmentation, and performance analytics to drive engagement and conversions
email newslettersClientary + Microsoft Teams
151 toolsMicrosoft Teams integrates chat, video meetings, and file storage within Microsoft 365, providing virtual collaboration and communication for distributed teams
team chatClientary + Notion
45 toolsNotion centralizes notes, docs, wikis, and tasks in a unified workspace, letting teams build custom workflows for collaboration and knowledge management
notesClientary + OpenAI
126 toolsToolkit for OpenAI APIs: manage Assistants, Threads/Messages; upload/list/delete Files; list/retrieve Models (including vision/multimodal); and view fine-tune listings and events.
artificial intelligenceClientary + Outlook
282 toolsOutlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to manage communications and events in a unified workspace
emailClientary + Pipedrive
398 toolsPipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing
crmClientary + Salesforce
179 toolsSalesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth
crmClientary + SendGrid
359 toolsSendGrid is a cloud-based email delivery platform providing transactional and marketing email services, with APIs for integration, analytics, and scalability
transactional emailClientary + Shopify
394 toolsShopify is an e-commerce platform enabling merchants to create online stores, manage products, and process payments with themes, apps, and integrated marketing tools
ecommerceClientary + Slack
145 toolsSlack is a channel-based messaging platform.
team chatClientary + Stripe
415 toolsStripe offers online payment infrastructure, fraud prevention, and APIs enabling businesses to accept and manage payments globally
payment processingClientary + Typeform
35 toolsBuild beautiful, interactive forms that people love to fill out.
forms & surveysClientary + Webflow
51 toolsWebflow is a no-code website design and hosting platform, letting users build responsive sites, launch online stores, and maintain content without coding
website buildersClientary + Zendesk
20 toolsZendesk provides customer support software with ticketing, live chat, and knowledge base features, enabling efficient helpdesk operations and customer engagement
crmClientary + Zoom
89 toolsZoom is a video conferencing and online meeting platform featuring breakout rooms, screen sharing, and integrations with various enterprise tools
video conferencingClientary + Freshdesk
178 toolsFreshdesk provides customer support software with ticketing, knowledge base, and automation features for efficient helpdesk operations and better customer experiences
crmClientary + QuickBooks
105 toolsQuickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business
accountingClientary + Xero
41 toolsXero is a cloud-based accounting software for small businesses, providing invoicing, bank reconciliation, bookkeeping, and financial reporting in real time
accountingClientary + Clockify
75 toolsClockify is a free time tracking software that allows individuals and teams to track work hours across projects.
time tracking softwareClientary + Coda
109 toolsCollaborative workspace platform that transforms documents into powerful tools for team productivity and project management
productivityClientary + Confluence
62 toolsA tool for team collaboration and knowledge management.
team collaborationClientary + Google Chat
36 toolsGoogle Chat API integration for messaging and collaboration in Google Workspace
productivityClientary + Googleforms
10 toolsGoogle Forms is a survey administration software that allows users to create and share online forms and surveys.
productivityClientary + Grist
30 toolsGrist is a relational spreadsheet platform that combines the flexibility of a spreadsheet with the robustness of a database, allowing users to create custom applications tailored to their data needs.
productivityClientary + Harvest
57 toolsHarvest is a time-tracking and invoicing tool designed for teams and freelancers, helping them log billable hours, manage projects, and streamline payments
time tracking softwareClientary + Hub Planner
122 toolsA Modern and Smart Resource Management, Planning & Scheduling tool with Time Sheets and Powerful Reporting.
productivityClientary + Miro
73 toolsMiro is a collaborative online whiteboard enabling teams to brainstorm ideas, design wireframes, plan workflows, and manage projects visually
team collaborationClientary + Outline
101 toolsTeam knowledge base and wiki for managing documentation and collaboration
productivityClientary + Rentman
130 toolsEfficiently manage your crew and equipment from one place and ensure nothing falls through the cracks.
productivityClientary + Timely
41 toolsTimely is an automatic time-tracking platform capturing activity across applications, calendars, and devices, creating detailed timesheets for billing or productivity insights
time tracking softwareClientary + Toggl
56 toolsToggl is a time tracking application that helps users monitor and manage their work hours efficiently.
time tracking softwareClientary + ActiveCampaign
298 toolsActiveCampaign is a marketing automation and CRM platform enabling businesses to manage email campaigns, sales pipelines, and customer segmentation to boost engagement and drive growth
marketing automationClientary + Ashby
125 toolsAshby delivers an applicant tracking system for modern teams, offering features like job postings, candidate management, and data-driven hiring insights to streamline the recruitment process
hr talent & recruitmentClientary + Bitbucket
107 toolsBitbucket is a Git-based code hosting and collaboration platform supporting private and public repositories, enabling teams to manage and review code through pull requests and integrations
developer toolsClientary + Breezy Hr
48 toolsIntegrate Breezy HR to streamline your recruiting and applicant tracking processes.
hr talent & recruitmentClientary + Brevo
21 toolsBrevo (formerly Sendinblue) is an all-in-one email and SMS marketing platform that provides transactional messaging, marketing automation, contact management, and CRM tools to help businesses communicate and engage with their customers.
email newslettersClientary + Datadog
43 toolsDatadog offers monitoring, observability, and security for cloud-scale applications, unifying metrics, logs, and traces to help teams detect issues and optimize performance
server monitoringClientary + Discord Bot
165 toolsDiscordbot refers to automated programs on Discord servers, performing tasks like moderation, music playback, and user engagement to enhance community interactions
team chatClientary + DocuSign
335 toolsDocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign, track, and manage documents electronically
signaturesClientary + Encodian
69 toolsEncodian provides a suite of document management and automation tools, including Flowr, Filer, and Indxr, designed to enhance productivity and streamline workflows within Microsoft 365 environments.
documentsClientary + Freshservice
9 toolsFreshservice is a cloud-based IT service management (ITSM) solution with incident management, asset management, and IT service automation capabilities
customer supportClientary + GitLab
58 toolsA web-based DevOps lifecycle tool that provides a Git repository manager providing wiki, issue-tracking, and CI/CD pipeline features.
developer toolsClientary + Google Docs
33 toolsGoogle Docs is a cloud-based word processor with real-time collaboration, version history, and integration with other Google Workspace apps
documentsClientary + Klaviyo
225 toolsKlaviyo is a data-driven email and SMS marketing platform that allows e-commerce brands to deliver targeted messages, track conversions, and scale customer relationships
marketing automationClientary + Lever
64 toolsLever is an applicant tracking system combining sourcing, CRM functionalities, and analytics, helping companies scale recruiting efforts with a collaborative approach
hr talent & recruitmentClientary + PagerDuty
368 toolsPagerDuty helps you proactively manage your digital operations by collecting data signals from anywhere, interpreting those signals using machine learning, automatically engaging the right people, and accelerating resolution and learning.
server monitoringClientary + PandaDoc
14 toolsPandaDoc offers document creation, e-signatures, and workflow automation, helping sales teams and businesses streamline proposals, contracts, and agreement processes
documentsClientary + Razorpay
42 toolsPayment gateway and financial services platform for businesses in India
payment processingClientary + Sentry
205 toolsIntegrate Sentry to manage your error tracking and monitoring.
developer toolsClientary + SharePoint
86 toolsSharePoint is a Microsoft platform for document management and intranets, enabling teams to collaborate, store, and organize content securely and effectively
documentsClientary + Slackbot
85 toolsSlackbot gives agents workspace-wide read access to a Slack workspace on behalf of the installing user — search messages and files, browse channel and thread history, and look up users and channels — while continuing to post and react as the bot.
team chatClientary + Square
96 toolsSquare provides payment processing, POS systems, invoicing, and e-commerce tools, enabling sellers to accept card payments and manage their business
payment processingClientary + Telegram
18 toolsTelegram is a cloud-based messaging app with a focus on security and speed.
team chatClientary + Zoho
14 toolsZoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations
crmClientary + Zoho Desk
23 toolsZoho Desk is a context-aware helpdesk platform enabling support teams to track tickets, automate workflows, and gain insights on customer interactions
crmNo integrations match that filter. Try a different category — every Clientary integration is one prompt away.
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