Clientary
 | 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. |
|---|
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 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. For subscription, refer to the Clientary pricing page.
Connect Clientary and Make
To get started, you must first create a connection between Clientary and Make, allowing the two services to communicate.
Obtain your Basic Auth with API Token credentials in your Clientary account
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 :
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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Clientary module to your scenario, 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 Connect an applicationConnect an application. page.
Clientary modules
After connecting to the Clientary app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, 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