Clientary integration
A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours, Payments, Contractors and Staff. The perfect solution to win clients and save time.
What your agents can do with Clientary
14 pre-built Clientary tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (5)
Create Task
Creates a new task.
Create Invoice
Creates a new invoice.
Create Expense
Creates a new expense.
Create Estimate
Creates a new estimate.
Create Client
Creates a new client.
Triggers (9)
New Task Created
Emit new events when a new task was created.
New Staff Created
Emit new events when a new staff was created.
New Project Created
Emit new events when a new project was created.
New Payment Created
Emit new events when a new payment was created.
New Invoice Created
Emit new events when a new invoice was created.
New Expense Created
Emit new events when a new expense was created.
New Estimate Created
Emit new events when a new estimate was created.
New Contact Created
Emit new events when a new contact was created.
New Client Created
Emit new events when a new client was created.
Set up Clientary 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 Clientary account
In Relevance AI, open Integrations and add Clientary, then paste your API key. You will find it in your Clientary account settings.
Use Clientary in an agent
Create a tool, add a Clientary tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Clientary to work in your agents
Connect Clientary alongside 1,800+ other integrations and let your agents run the busywork.