Clear Books integration
Online Accounting Software.
What your agents can do with Clear Books
6 pre-built Clear Books tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Create Supplier
Creates a new supplier in Clear Books.
Create Purchase Document
Creates a new Purchase Document in Clear Books.
Create Customer
Creates a new customer in Clear Books.
Triggers (3)
New Transaction Created
Emit new event when a new transaction is created.
New Purchase Document Created
Emit new event when a new purchase document is created.
New Customer Created
Emit new event when a new customer is added to the system.
Set up Clear Books in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Clear Books account
In Relevance AI, open Integrations and add Clear Books. You will be sent to Clear Books to sign in and approve access, and the connection is stored against your workspace.
Use Clear Books in an agent
Create a tool, add a Clear Books tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Clear Books to work in your agents
Connect Clear Books alongside 1,800+ other integrations and let your agents run the busywork.