Clear Books

Integrate Clear Books with 2800+ apps and services

Supercharge your Clear Books by connecting with over 2800 popular apps for seamless AI-powered automation. Build smart workflows to enhance efficiency and drive your business forward.

Get Started See Ayudo in action

Explore Triggers and Actions

New Customer Created

Trigger new event when a new customer is added to the system.

New Transaction Created

Trigger new event when a new transaction is created.

New Purchase Document Created

Trigger new event when a new purchase document is created.

Create Customer

Creates a new customer in Clear Books. [See the documentation](https://u.pcloud.link/publink/show?code=XZkThJ5Z4zKewgCL6VBpfxlPeHPDdXXj0Cc7)

Create Purchase Document

Creates a new Purchase Document in Clear Books. [See the documentation](https://u.pcloud.link/publink/show?code=XZkThJ5Z4zKewgCL6VBpfxlPeHPDdXXj0Cc7)

Create Supplier

Creates a new supplier in Clear Books. [See the documentation](https://u.pcloud.link/publink/show?code=XZkThJ5Z4zKewgCL6VBpfxlPeHPDdXXj0Cc7)

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Frequently asked questions

How to set up Clear Books integration in Ayudo?

To set up Clear Books in Ayudo, log into your Ayudo account, choose Clear Books from the app directory, and authenticate using your Clear Books API key to start creating workflows.

What are the required permissions or API keys?

You'll need your Clear Books API key, which can be found in your Clear Books account settings under 'API'. Ensure you have admin permissions.

Combining Clear Books with other apps

Integrate Clear Books with apps like Slack, Salesforce, or Google Sheets to automate tasks such as invoicing and sales tracking in multi-step workflows.

What are common use cases for Clear Books integrations?

Automate invoice generation, sync financial data with CRM systems, schedule financial reports, and streamline payroll processing.

What are Ayudo's pricing benefits?

Ayudo offers flexible usage-based pricing, allowing you to pay for what you use, unlike traditional per-seat models that can limit scalability.

Integrate Clear Books with 2800+ apps and services

Explore Triggers and Actions

How it works

Popular App Usecases

About Clear Books

Clear Books

Integrates With

Frequently asked questions

Built by folks who built

AI That Works for Support Teams