Table of Contents

Clientary
- Connect Clientary to Boost.space Integrator
- Build Clientary Scenarios

Active with remarks
This application needs additional settings. Please follow the documentation below to create your own connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…)..

Clientary

	Note
	Ronin is now Clientary.

The Clientary modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. 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 Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes.

To connect your Clientary account to Boost.space Integrator, you must obtain the API TokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications. from your Clientary account and insert it in the Create a Connection dialog in the Boost.space Integrator modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive..

Log in to your Clientary account.
Click Your Account Name > Request API TokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications..
Copy the API Token to your clipboard.
Log in to your Boost.space Integrator account, add any Clientary module scenario, and click the Add button next to the Connection field.
Optional: In the Connection namefield, enter a name for the connection.
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.
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 scenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive..

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