Clientary + Stream Deck
project-management · proposal-&-invoice-management · 0 triggers · 57 actions
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. Add Clientary to your Stream Deck workflows with guided setup for the connection details it needs.
- No code
- Free tier
- One Stream Deck press
- Pairs with OBS & Elgato tools
- OAuth & keys handled in-builder
Popular ways to use Clientary
Add Clientary to a workflow and pair it with a Stream Deck button to run it in one press — handy for project-management tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesTriggers & actions
Steps your workflow can perform in Clientary.
Create Client
Tool to create a new client record in Clientary. Use when you need to add a new client to the system with company details and contact information.
Create Contact
Tool to create a new contact within a specified client. Use when you need to add a contact to a client account with name and email as required fields.
Create Invoice
Tool to create a new invoice in Clientary. Requires date, due_date, and currency_code. Optionally associate with a client using client_id.
Create Lead
Tool to create a new lead record in Clientary. Use when you need to add a new lead to the system with company details and contact information.
Create Project
Tool to create a new project in Clientary with name and rate. Use when you need to set up a new project for tracking time, expenses, or managing client work.
Create Project Hours
Tool to create a new time entry for a specific project in Clientary. Use when you need to log hours worked on a project with a title and hours count.
Create Recurring Schedule
Tool to create a new recurring schedule for automatic invoice generation in Clientary. Use when you need to set up recurring invoices for a client at regular intervals (weekly, monthly, quarterly, etc.). Requires client_id, next_date, time_interval, currency_code, and due_period.
Create Task (v2)
Tool to create a new task in Clientary using API v2. Use when you need to create a task with a title, optionally associating it with a project, client, or assignee.
About Clientary
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.
project-managementproposal-&-invoice-management
How to connect
1
Sign up for free
Create your Conductor Deck account: no credit card required.
2
Connect Clientary
Follow the setup prompts for Clientary. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
3
Build a workflow
Add a Clientary action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
4
Assign to Stream Deck
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
Frequently asked questions
- How do I connect Clientary?
- Sign up for Conductor Deck, then add a Clientary step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
- Is it free?
- Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.
- What's the difference between a trigger and an action?
- A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.
Automate Clientary with your Stream Deck
Sign up for free and start building Clientary workflows in minutes.