Clientary for your voice agent

Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.

Get startedAll integrations

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Clientary and paste it on a secure page in Connected apps.
What it reads
30 actions, such as get Client, get Contact and get Estimate.
What it changes
27 actions, such as create Client, create Contact and create Expense.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 57. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Clientary actions

Reads 30

  • Get Client
  • Get Contact
  • Get Estimate
  • Get Expense
  • Get Hour Entry
  • Get Invoice
  • Get Lead
  • Get Project
  • Get Staff
  • Get Task
  • List Client Contacts
  • List Client Estimates
  • List Client Expenses
  • List Client Invoices
  • List Client Payment Profiles
  • List Client Projects
  • List Clients
  • List Estimates
  • List Expenses
  • List Leads
  • List Payments
  • List Project Estimates
  • List Project Expenses
  • List Project Hours
6 more
  • List Project Invoices
  • List Projects
  • List Project Tasks
  • List Recurring Schedule Invoices
  • List Staff
  • List Tasks

Changes 18

  • Create Client
  • Create Contact
  • Create Expense
  • Create Invoice
  • Create Lead
  • Create Project
  • Create Project Hours
  • Create Recurring Schedule
  • Create Task (v2)
  • Send Invoice Message
  • Update Client
  • Update Contact
  • Update Lead
  • Update Expense
  • Update Hour Entry
  • Update Invoice
  • Update Project
  • Update Task

Deletes 9

  • Delete Client
  • Delete Contact
  • Delete Expense
  • Delete Project
  • Delete Hour Entry
  • Delete Lead
  • Delete Payment
  • Delete Payment Profile
  • Delete Recurring Schedule

Clientary setup

  1. Pasting a Clientary API key

    Create an API key in Clientary, choose Clientary in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 57 actions the agent may use. Start with lookups and add the ones that change Clientary when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

Tell us what your callers ring about, and we build and test the agent for you.

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