# 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.

Category: Productivity. Connect from any Rakazo bot at https://rakazo.com/integrations/clientary/.

## Actions

- **Create Client**: Create a new client record in Clientary.
- **Create Contact**: Create a new contact within a specified client.
- **Create Lead**: Create a new lead record in Clientary.
- **Create Project**: Create a new project in Clientary with name and rate.
- **Create Task**: Create a new task in Clientary.
- **Delete Client**: Remove a client and all associated projects, invoices, estimates, and contacts.
- **Delete Lead**: Permanently delete a lead and all associated Estimates and Contacts.
- **Delete Payment**: Remove an existing payment from an invoice.
- **Delete Payment Profile**: Remove a specific payment profile from a client's account.
- **Delete Recurring Schedule**: Remove a recurring schedule by its identifier.
- **Get Client** (read-only): Fetch details for a specific client using its ID.
- **Get Invoice** (read-only): Retrieve detailed information for a specific invoice by ID.
- **Get Project** (read-only): Retrieve a single project by its identifier.
- **List Clients** (read-only): Retrieve all clients with pagination support (10 results per page).
- **List Projects** (read-only): Retrieve all projects with pagination support (10 results per page).
- **Update Client**: Update an existing client record in Clientary with partial or complete field modifications.
- **Update Project**: Update an existing project in Clientary with partial or complete field modifications.
- **Update Task**: Update an existing task in Clientary with partial or complete field modifications.
- **Create Expense**: Create a new expense record in Clientary to track expenditures within your account.
- **Get Contact** (read-only): Retrieve a single contact by its ID.
- **Get Estimate** (read-only): Retrieve details for a single estimate by ID.
- **Get Expense** (read-only): Retrieve details for a single expense record in Clientary.
- **Get Hour Entry** (read-only): Obtain details about a specific time entry in Clientary.
- **Get Lead** (read-only): Retrieve a single lead by its ID.
- **Get Staff** (read-only): Retrieve a single staff member by their ID.
- **Get Task** (read-only): Retrieve a specific task by its ID.
- **List Client Contacts** (read-only): Retrieve all contacts for a specific client with pagination support.
- **List Client Expenses** (read-only): Retrieve all expenses for a specific client within an optional date range.
- **List Client Invoices** (read-only): Retrieve all invoices for a specific client with pagination support (30 results per page).
- **List Client Projects** (read-only): Retrieve all projects associated with a specific client with pagination support (10 results per page).
- **List Expenses** (read-only): Retrieve expenses by date range (defaults to current fiscal year).
- **List Leads** (read-only): Retrieve all leads with pagination support.
- **List Payments** (read-only): Retrieve all payments with pagination support (30 results per page).
- **List Project Estimates** (read-only): Retrieve estimates scoped to a particular project with pagination support (30 results per page).
- **List Project Expenses** (read-only): Retrieve all expenses for a specific project within an optional date range.
- **List Project Hours** (read-only): Retrieve all time tracking entries logged against a specific project.
- **List Project Invoices** (read-only): Retrieve all invoices linked to a specific project with pagination support (30 results per page).
- **List Staff** (read-only): Retrieve all staff members for an account.
- **List Tasks** (read-only): Retrieve all tasks with pagination support (50 results per page).
- **Send Invoice Message**: Send an invoice message to recipients via email.
- **Update Expense**: Update an existing expense record in Clientary with partial or complete field modifications.
- **Update Hour Entry**: Modify an existing time entry in Clientary with partial or complete field updates.