Put Clientary to workacross your business

Yes. MindCloud can integrate Clientary with our 3,100+ supported apps, including ERPs, accounting systems, CRMs, databases, warehouses, ecommerce platforms, spreadsheets, and the tools your team already uses day to day.

If Clientary needs to share data with another system, there is almost always a way to connect them.

We commonly find Clientary integrated with Google Sheets, Gmail, Slack, Google Calendar and many others.

Both. MindCloud can read data out of Clientary and change records where the connector supports writes, such as Client, Contact, Estimate, Invoice, and Project.

It can also look up read-only records like Clients, Contacts, Estimates, Invoices, and Projects, so workflows can use that accounting context without implying every object is writable.

MindCloud can create, retrieve, and update clients, contacts, estimates, invoices, projects, and tasks in Clientary.

You can also list all records of each type for reporting and lookup. This covers the core client workflow from estimation through project delivery and invoicing.

MindCloud can retrieve a Clientary estimate and use its data to create a new invoice automatically.

This bridges your estimation and billing stages, eliminating manual data re-entry when you're ready to invoice approved work.

MindCloud retrieves and updates projects and tasks in Clientary, letting you sync status changes, deadlines, and assignments with other business tools.

Pull task lists for reporting or update completion status as work progresses without logging into Clientary.

MindCloud creates and updates clients and contacts in Clientary, and retrieves them for integration with CRM, email, or communication platforms.

Keep your client roster current across all tools without duplicate data entry.

MindCloud runs on an enterprise-ready integration platform called Gravity. Gravity is a low-code workflow builder that connects your applications together and moves data between them on a schedule, in real time, or on demand.

The Clientary connector is one of Gravity's pre-built integrations, so you simply plug in Clientary and start building rather than wiring up the API yourself.

Not unless you want to. You can build it yourself in Gravity, our low-code platform: connect Clientary and the other app, choose your actions, and run it, with no code required.

Prefer to have it done for you? MindCloud also offers full-service builds. Talk to our team.

Pick the workflow you want to automate, connect Clientary and the other apps involved, and build your first flow in Gravity. Want it built for you instead?

Talk to our team.