Clientary

Integrate Clientary with 2800+ apps and services

Supercharge your Clientary experience by connecting to popular apps like Slack, Trello, and QuickBooks. Harness AI-powered automation to build smart workflows and streamline your business operations effortlessly.

Get Started See Ayudo in action

Explore Triggers and Actions

New Client Created

Trigger new events when a new client was created. [See the docs](https://www.clientary.com/api/clients)

New Contact Created

Trigger new events when a new contact was created. [See the docs](https://www.clientary.com/api/contacts)

New Estimate Created

Trigger new events when a new estimate was created. [See the docs](https://www.clientary.com/api/estimates)

New Expense Created

Trigger new events when a new expense was created. [See the docs](https://www.clientary.com/api/expenses)

New Invoice Created

Trigger new events when a new invoice was created. [See the docs](https://www.clientary.com/api/invoices)

New Payment Created

Trigger new events when a new payment was created. [See the docs](https://www.clientary.com/api/payments)

New Project Created

Trigger new events when a new project was created. [See the docs](https://www.clientary.com/api/projects)

New Task Created

Trigger new events when a new task was created. [See the docs](https://www.clientary.com/api/tasks)

New Staff Created

Trigger new events when a new staff was created. [See the docs](https://www.clientary.com/api/staff)

Create Client

Creates a new client. [See docs here](https://www.clientary.com/api/clients)

Create Estimate

Creates a new estimate. [See docs here](https://www.clientary.com/api/estimates)

Create Invoice

Creates a new invoice. [See docs here](https://www.clientary.com/api/invoices)

Create Expense

Creates a new expense. [See docs here](https://www.clientary.com/api/expenses)

Create Task

Creates a new task. [See docs here](https://www.clientary.com/api/tasks)

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.

Popular App Usecases

We’re adding more usecases, triggers and actions - check back soon!

Clientary

Integrates With

We’re adding more usecases, triggers and actions - check back soon!

Frequently asked questions

How to set up Clientary integration in Ayudo?

To integrate Clientary with Ayudo, first authenticate your Clientary account using your API key. Then, create a new Ayudo workflow and add Clientary as a trigger or action app, customizing the workflow as needed.

What are the required permissions or API keys?

You'll need your Clientary API key, which can be found in your Clientary account settings. Ensure you grant access to manage clients, invoices, and projects for seamless integration.

Combining Clientary with other apps?

Combine Clientary with apps like Slack for notifications, Google Sheets for data management, and Trello for project tracking. Create multi-step workflows to automate client onboarding and invoice generation.

What are common use cases for Clientary integrations?

Automate client onboarding emails, sync invoice data with accounting software, update project statuses in real-time, and track hours across platforms.

What are Ayudo's pricing benefits?

Ayudo offers flexible usage-based pricing, allowing you to pay for the number of tasks executed, unlike traditional per-seat models, making it cost-effective for any business size.

Integrate Clientary with 2800+ apps and services

Explore Triggers and Actions

How it works

Popular App Usecases

About Clientary

Clientary

Integrates With

Frequently asked questions

Built by folks who built

AI That Works for Support Teams