Clientary

the clientary modules allow you to watch, create, update, list, retrieve, and delete the clients, tasks, contacts, invoices, expenses, payments, projects, and estimates in your clientary account to get started with the clientary app, create an account at clientary com https //www clientary com/ for the list of available endpoints, refer to the clientary api documentation https //www roninapp com/api connect clientary to make to connect your clientary account to make, you must obtain the api token from your clientary account and insert it in the create a connection dialog in the module log in to your clientary account click your account name > request api token copy the api token to your clipboard log in to your make account, add any clientary module {{scenario singular lowercase}} , and click the add button next to the connection field optional in the connection name field, enter a name for the connection in the domain field, enter your clientary account's domain name for example, if your account's url address is www xyz ronin com , your domain name is xyz in the api token field, enter the token details copied in step 3, and click save you have successfully connected the app and can now build {{scenario plural lowercase}} build clientary {{scenario plural}} after connecting the app, you can perform the following actions clients watch new clients create a client update a client search clients delete a client contacts watch new contacts create a contact update a contact get a contact list contacts delete a contact estimates watch new estimates create an estimate update an estimate get an estimate list estimates delete an estimate expenses watch new expenses create an expense update an expense get an expense search expenses delete an expense invoices watch new invoices create an invoice create an invoice update an invoice get an invoice search invoices delete an invoice tasks watch new tasks create new tasks update a task get a task list tasks delete a task payments watch new payments projects watch new projects list projects staff watch new staff other make an api call