Clientary integration with Process Street
How to Create Process Street checklists from Clientary invoices
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Process Street checklists from Clientary invoices" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Clientary integrations
Clientary actions
Nekton can use any feature that is available in Clientary API.
Using our advanced AI, you can easily create custom automations for Clientary.
Here are some typical actions you can do in your automated workflows.
Client
Create a new client in Clientary.
Create Estimate
Creates an Estimate in Clientary.
Create Lead
Create a new lead in Clientary.
Expense
Create a new expense in Clientary.
Create Invoice
Creates an Invoice in Clientary.
Create Task
Create a task inside Clientary.
About Clientary
Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.