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Clientary Integration

Integrate Clientary with 400+ apps and create workflow automations using Monkedo, the no-code automation tool. Clientary is an application that helps users build better relationships with their customers. Clientary allows users to track their customers needs, preferences, feedback and satisfaction. Clientary recommends actions for users to better serve their customers, increase their loyalty, and grow their revenue.

No triggers available for this app. Do you need one? Contact us.

Actions

Action components allow you to perform operations on the app.

Create Client

Creates a new client. See docs here.

Create Invoice

Creates a new invoice. See docs here.

Create Task

Creates a new task. See docs here.

How to Integrate Clientary?

For Clientary integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Clientary.
  5. Drag and drop the Clientary component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Clientary account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!