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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.

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Connect Clientary

What your bot can do in Clientary

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  • Get ClientFetch details for a specific client using its ID.
  • Get InvoiceRetrieve detailed information for a specific invoice by ID.
  • Get ProjectRetrieve a single project by its identifier.
  • List ClientsRetrieve all clients with pagination support (10 results per page).
  • List ProjectsRetrieve all projects with pagination support (10 results per page).
  • Get ContactRetrieve a single contact by its ID.
  • Get EstimateRetrieve details for a single estimate by ID.
  • Get ExpenseRetrieve details for a single expense record in Clientary.
  • Get Hour EntryObtain details about a specific time entry in Clientary.
  • Get LeadRetrieve a single lead by its ID.
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  • Get StaffRetrieve a single staff member by their ID.
  • Get TaskRetrieve a specific task by its ID.
  • List Client ContactsRetrieve all contacts for a specific client with pagination support.
  • List Client ExpensesRetrieve all expenses for a specific client within an optional date range.
  • List Client InvoicesRetrieve all invoices for a specific client with pagination support (30 results per page).
  • List Client ProjectsRetrieve all projects associated with a specific client with pagination support (10 results per page).
  • List ExpensesRetrieve expenses by date range (defaults to current fiscal year).
  • List LeadsRetrieve all leads with pagination support.
  • List PaymentsRetrieve all payments with pagination support (30 results per page).
  • List Project EstimatesRetrieve estimates scoped to a particular project with pagination support (30 results per page).
  • List Project ExpensesRetrieve all expenses for a specific project within an optional date range.
  • List Project HoursRetrieve all time tracking entries logged against a specific project.
  • List Project InvoicesRetrieve all invoices linked to a specific project with pagination support (30 results per page).
  • List StaffRetrieve all staff members for an account.
  • List TasksRetrieve all tasks with pagination support (50 results per page).

Takes action

  • Create ClientCreate a new client record in Clientary.
  • Create ContactCreate a new contact within a specified client.
  • Create LeadCreate a new lead record in Clientary.
  • Create ProjectCreate a new project in Clientary with name and rate.
  • Create TaskCreate a new task in Clientary.
  • Delete ClientRemove a client and all associated projects, invoices, estimates, and contacts.
  • Delete LeadPermanently delete a lead and all associated Estimates and Contacts.
  • Delete PaymentRemove an existing payment from an invoice.
  • Delete Payment ProfileRemove a specific payment profile from a client's account.
  • Delete Recurring ScheduleRemove a recurring schedule by its identifier.
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  • Update ClientUpdate an existing client record in Clientary with partial or complete field modifications.
  • Update ProjectUpdate an existing project in Clientary with partial or complete field modifications.
  • Update TaskUpdate an existing task in Clientary with partial or complete field modifications.
  • Create ExpenseCreate a new expense record in Clientary to track expenditures within your account.
  • Send Invoice MessageSend an invoice message to recipients via email.
  • Update ExpenseUpdate an existing expense record in Clientary with partial or complete field modifications.
  • Update Hour EntryModify an existing time entry in Clientary with partial or complete field updates.

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