--- title: Clientary slug: ronin description: How to integrate Clientary with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_ronin.png createdAt: 2025-02-03T13:28:18.714Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/ronin.png" alt="Clientary logo" caption size="50" width="512" height="512"} | Clientary is a cloud-based platform for managing proposals, invoicing, payments, time tracking, and client projects. Integrating with Make.com enables automated workflows for sending invoices, updating project statuses, or syncing client data between Clientary and other business tools. | | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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 [Clientary](https://support.clientary.com/conversations/new) directly. ::: # Requirements To use the Clientary app in Make, you must have an active Clientary account and an individual API token, [create your account on Clientary](https://www.clientary.com). For subscription, refer to the [Clientary pricing page](https://www.clientary.com). # Connect Clientary and Make To get started, you must first create a connection between Clientary and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your Basic Auth with API Token credentials in your Clientary account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your Basic Auth with API Token credentials in your Clientary account Before you create the connection in Make, you should first obtain your **Basic Auth with API Token credentials** in your Clientary account. To obtain your **Basic Auth with API Token credentials **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to your** user profile page** from the upper right corner after logging in. ::: :::WorkflowBlockItem Click the** Generate API Token** button. ::: :::WorkflowBlockItem Copy the** API token** displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://www.clientary.com/api) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Clientary module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Clientary modules After connecting to the Clientary app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Client Creates a new client record in your system. ::: :::ExpandableHeading ### Create a Contact Adds a new contact to your address book or contact list. ::: :::ExpandableHeading ### Create a Task Creates a new task within your selected project or workspace. ::: :::ExpandableHeading ### Create an Estimate Generates a new cost estimate for a project or service. ::: :::ExpandableHeading ### Create an Expense Creates a new expense record in your account. ::: :::ExpandableHeading ### Create an Invoice Generates a new invoice with the specified details. ::: :::ExpandableHeading ### Delete a Client Deletes a client from your account using the specified client ID. ::: :::ExpandableHeading ### Delete a Contact Deletes a specific contact from your account using the provided contact ID. ::: :::ExpandableHeading ### Delete a Task Deletes a specific task identified by its unique ID. ::: :::ExpandableHeading ### Delete an Estimate Deletes a specific estimate from your account using its unique ID. ::: :::ExpandableHeading ### Delete an Expense Deletes a specific expense from your account using its unique ID. ::: :::ExpandableHeading ### Delete an Invoice Permanently removes a specific invoice from your account using its unique ID. ::: :::ExpandableHeading ### Get a Client Fetches detailed information about a specific client using their unique ID. ::: :::ExpandableHeading ### Get a Contact Retrieves detailed information for a specific contact using the provided contact ID. ::: :::ExpandableHeading ### Get a Task Fetches detailed information about a specific task using its unique ID. ::: :::ExpandableHeading ### Get an Estimate Retrieves the details of a specific estimate using its unique ID. ::: :::ExpandableHeading ### Get an Expense Fetches detailed information for a specific expense using its unique ID. ::: :::ExpandableHeading ### Get an Invoice Retrieves the details of a specific invoice using its unique ID. ::: :::ExpandableHeading ### List Contacts Fetches and displays a list of all contacts from your account. ::: :::ExpandableHeading ### List Estimates Fetches a list of all available estimates from your account. ::: :::ExpandableHeading ### List Projects Fetches and displays a list of all available projects from your account. ::: :::ExpandableHeading ### List Tasks Fetches and displays a list of all tasks from your account. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to interact with the connected service. ::: :::ExpandableHeading ### Search Clients Searches for clients based on specified criteria. ::: :::ExpandableHeading ### Search Expenses Searches for specific expense records. ::: :::ExpandableHeading ### Search Invoices Searches for invoices based on specified criteria. ::: :::ExpandableHeading ### Update a Client Updates the details of an existing client record. ::: :::ExpandableHeading ### Update a Contact Updates the details of an existing contact record. ::: :::ExpandableHeading ### Update a Task Updates the details of a specific task identified by its unique ID. ::: :::ExpandableHeading ### Update an Estimate Updates the details of a specific estimate identified by its unique ID. ::: :::ExpandableHeading ### Update an Expense Updates the details of a specific expense using its unique ID. ::: :::ExpandableHeading ### Update an Invoice Updates the details of a specific invoice identified by its unique ID. ::: :::ExpandableHeading ### Watch New Clients Triggers when a new client record is added to your system. ::: :::ExpandableHeading ### Watch New Contacts Triggers when a new contact is added to your account. ::: :::ExpandableHeading ### Watch New Estimates Triggers when a new estimate is generated in your account. ::: :::ExpandableHeading ### Watch New Expenses Triggers when a new expense entry is added to your account. ::: :::ExpandableHeading ### Watch New Invoices Triggers when a new invoice is generated in your account. ::: :::ExpandableHeading ### Watch New Payments Triggers when a new payment transaction is recorded in your account. ::: :::ExpandableHeading ### Watch New Projects Triggers when a new project is added to your account. ::: :::ExpandableHeading ### Watch New Staff Triggers when a new staff member is added to your account. ::: :::ExpandableHeading ### Watch New Tasks Triggers when a new task is added to your account. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Clientary resources You can have access to more resources related to this app on the following links - [Clientary website](https://www.clientary.com) - [Clientary API documentation](https://www.roninapp.com/api) - [Clientary page on make](https://www.make.com/en/integrations/ronin) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::