Clientary connector for Okou
Connect Clientary to manage clients, contacts, leads, projects, tasks, time entries, expenses, estimates, invoices, payments, payment profiles, and recurring schedules.
Sales & operations · API Token
Use Clientary in Okou
Use the Clientary account API for clients, contacts, leads, projects, tasks, time entries, expenses, estimates, invoices, payments, payment profiles, and recurring invoice schedules.
Once connected, supported Clientary actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Clientary
- List clients and inspect one client.
- List contacts globally or for a client and inspect one contact.
- List estimates globally, by client, or by project and inspect one estimate.
- List expenses by date, client, or project and inspect one expense.
- List project time entries and inspect one time entry.
- List invoices globally, by client, project, or recurring schedule and inspect one invoice.
- List leads and inspect one lead.
- List invoice payment records and gateway transaction metadata.
How the Clientary connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Clientary
Choose API Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Clientary securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Clientary connector questions
- What can Okou do with Clientary?
- Connect Clientary to manage clients, contacts, leads, projects, tasks, time entries, expenses, estimates, invoices, payments, payment profiles, and recurring schedules. Documented actions include: List clients and inspect one client. List contacts globally or for a client and inspect one contact.
- How do I connect Clientary to Okou?
- Connect Clientary using API Token. The connection controls which supported actions a workflow can use.
- Can Clientary run in an automated workflow?
- Yes. After it is connected, supported Clientary actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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