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.
In development
Cataloged and scoped, not yet available to run in production.
- 57
- actions
Integrations
View provider documentationActions
Operations this integration can perform.
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 Expense
Tool to create a new expense record in Clientary to track expenditures within your account. Use when you need to record expenses, optionally assigning them to specific clients or projects. Requires an amount field.
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.
Related integrations
Don't see the exact action you need?
Tell us what you're trying to connect and we'll help you evaluate whether it fits the current catalog or needs prioritizing.