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.
Go to siteClientary API Integrations
Build and run workflows using the Clientary API. Use 1000s of source-available triggers and actions across 2,000+ apps. Or write custom code to integrate any app or API in seconds.
Overview#
The Clientary API allows you to automate and integrate Clientary's project management, time tracking, and invoicing functionalities within Pipedream. By leveraging this API, you can create custom workflows to streamline operations, such as syncing new invoices with accounting software, triggering notifications based on project updates, or automating time tracking entries. Pipedream acts as the glue, enabling you to connect Clientary with hundreds of other apps to create sophisticated, serverless workflows tailored to your business needs.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
clientary: {
type: "app",
app: "clientary",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.clientary.$auth.domain}.clientary.com/api/v2/staff`,
headers: {
"accept": `application/json`,
},
auth: {
username: `${this.clientary.$auth.api_token}`,
password: `${this.clientary.$auth.api_token}`,
},
})
},
})
Choose an API to Connect with Clientary API#
1-24of2,000+apps by most popular
Example Use Cases#
Invoice Synchronization Workflow: Automate the process of synchronizing newly created invoices in Clientary with your accounting software like QuickBooks. Every time an invoice is generated in Clientary, the workflow triggers, extracts the invoice details, and posts them to QuickBooks, keeping your accounts up to date without manual entry.
Project Update Notifications Workflow: Set up a workflow that sends real-time notifications via Slack or email when there's an update on any project within Clientary. Whether it's a status change or a new comment, you'll get an instant alert, ensuring that your team stays informed and can react swiftly to project developments.
Automated Time Entry Workflow: Integrate Clientary with time-tracking tools like Toggl. When a time entry is stopped in Toggl, a Pipedream workflow can capture this event and automatically create a corresponding time entry in Clientary. This removes the redundancy of logging time across multiple platforms and ensures that billing is always up-to-date.
Popular Clientary Integrations#
Popular Clientary Triggers#
Emit new events when a new client was created. See the docs
Emit new events when a new contact was created. See the docs
Emit new events when a new estimate was created. See the docs
Emit new events when a new expense was created. See the docs
Emit new events when a new invoice was created. See the docs
Authentication#
Clientary uses API keys for authentication. When you connect your Clientary account, Pipedream securely stores the keys so you can easily authenticate to Clientary APIs in both code and no-code steps.
To connect your Clientary account with Pipedream,
- Find your Clientary domain and paste it below. If the full URL is
https://mygreatcompany.clientary.com, your domain ismygreatcompany. - Go to your user profile page in Clientary. You can find this on the upper right corner after logging in.
- Click to "Generate API Token" to generate a unique token. Copy and paste that token below.