| 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…).. |
![[Note]](https://docs.boost.space/wp-content/themes/bsdocs/docs-parser/HTML/css/image/note.png) |
Note |
|---|---|
|
Ronin is now Clientary. |
The Clientary modulesThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) 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.spaceCentralization and synchronization platform, where you can organize and manage your data. 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 TokenThe API token is a multi-digit code that allows a user to authenticate with cloud applications. from your Clientary account and insert it in the Create a Connection dialog in the Boost.space Integrator moduleThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) 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 TokenThe API token is a multi-digit code that allows a user to authenticate with cloud 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 isxyz. -
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..
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