Clientary

clientary is an invoicing and client management platform for freelancers and agencies integrating clientary with make com enables users to automate invoice creation, client onboarding, and project tracking directly from their clientary account this is ai generated content based on official clientary documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //support clientary com directly requirements to use the clientary app in make, you must have an active account and an api token, https //www clientary com for subscription, refer to the https //www clientary com connect clientary and {{product name}} to get started, you must first create a connection between clientary and {{product name}} , allowing the two services to communicate obtain your api key in your clientary account create the connection in make obtain your api key in your clientary account before you create the connection in {{product name}} , you should first obtain your api key in your clientary account to obtain your api key navigate to your user profile page from the upper right corner after logging in click the generate api token button copy the api token displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //www clientary com/api create the connection in {{product name}} https //www make com/en/register , add the clientary module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your clientary account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page clientary modules after connecting to the clientary app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a client adds a new client record to your account create a contact adds a new contact to your contact list create a task creates a new task within your selected project or workspace create an estimate generates a new cost estimate for a project or service create an expense creates a new expense record in your account create an invoice generates a new invoice with the specified details delete a client deletes a client record from your account using the specified client id delete a contact deletes a specific contact from your account using the provided contact id delete a task deletes a specific task identified by its unique id delete an estimate deletes a specific estimate from your account using its unique id delete an expense deletes a specific expense record identified by its unique id delete an invoice permanently removes a specific invoice from your account using its unique id get a client retrieves detailed information about a specific client using their unique id get a contact fetches detailed information for a specific contact using its unique id get a task fetches detailed information for a specific task using its unique id get an estimate retrieves detailed information for a specific estimate using its unique id get an expense retrieves detailed information about a specific expense using its unique id get an invoice retrieves the details of a specific invoice using its unique id list contacts fetches and returns a list of all contacts from your account list estimates retrieves a list of all available estimates from your account list projects fetches and displays a list of all available projects from your account list tasks fetches a list of all tasks from your account make an api call executes a custom api request to interact with the connected service search clients searches for clients in your database search expenses searches for specific expense records search invoices searches for invoices based on specified criteria update a client updates the details of an existing client record update a contact updates the details of an existing contact record update a task updates the details of a specific task identified by its unique id update an estimate updates the details of a specific estimate identified by its unique id update an expense updates the details of a specific expense using its unique id update an invoice updates the details of a specific invoice identified by its unique id watch new clients triggers when a new client record is added to your system watch new contacts triggers when a new contact is added to your account watch new estimates triggers when a new estimate is generated in your account watch new expenses triggers when a new expense entry is added to your account watch new invoices triggers when a new invoice is generated in your account watch new payments triggers when a new payment transaction is recorded in your account watch new projects triggers when a new project is added to your account watch new staff triggers when a new staff member is added to your account watch new tasks triggers when a new task is added to your account templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} clientary resources you can have access to more resources related to this app on the following links https //www clientary com https //www roninapp com/api https //www make com/en/integrations/ronin