Clientary

Modified on Tue, 13 Aug at 10:14 AM

Note

Ronin is now Clientary.

The Clientary modules allow you to watch, create, update, list, retrieve, and delete the clients, tasks, contacts, invoices, expenses, payments, projects, and estimates in your Clientary account.

To get started with the Clientary app, create an account at clientary.com.

For the list of available endpoints, refer to the Clientary API Documentation.

Connect Clientary to Make

To connect your Clientary account to Make, you must obtain the API Token from your Clientary account and insert it in the Create a Connection dialog in the Make module scenario.

  1. Log in to your Clientary account.

  2. Click Your Account Name > Request API Token.

  3. Copy the API Token to your clipboard.

  4. Log in to your Make account, add any Clientary module scenario, and click the Add button next to the Connectionfield.

    clientary-1.png

  5. Optional: In the Connection name field, enter a name for the connection.

  6. In the Domain field, enter your Clientary account's domain name. For example, if your account's URL address is www.xyz.ronin.com, your domain name is xyz.

  7. In the API Token field, enter the token details copied in step 3, and click Save.

You have successfully connected the app and can now build scenarios.

Build Clientary Scenarios

After connecting the app, you can perform the following actions:

Clients

  • Watch New Clients

  • Create a Client

  • Update a Client

  • Search Clients

  • Delete a Client

Contacts

  • Watch New Contacts

  • Create a Contact

  • Update a Contact

  • Get a Contact

  • List Contacts

  • Delete a Contact

Estimates

  • Watch New Estimates

  • Create an Estimate

  • Update an Estimate

  • Get an Estimate

  • List Estimates

  • Delete an Estimate

Expenses

  • Watch New Expenses

  • Create an Expense

  • Update an Expense

  • Get an Expense

  • Search Expenses

  • Delete an Expense

Invoices

  • Watch New Invoices

  • Create an Invoice

  • Create an Invoice

  • Update an Invoice

  • Get an Invoice

  • Search Invoices

  • Delete an Invoice

Tasks

  • Watch New Tasks

  • Create New Tasks

  • Update a Task

  • Get a Task

  • List Tasks

  • Delete a Task

Payments

  • Watch New Payments

Projects

  • Watch New Projects

  • List Projects

Staff

  • Watch New Staff

Other

  • Make an API Call

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