Centralize data and automate business processes with Clientary integrations
Streamline your business processes by centralizing your Clientary data. Boost.space connects to your IT tools and helps aggregate their data into central databases. Data centralization serves as the foundation for easy collaboration across teams, process automation across tools, and data analysis with a complete story.
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Clientary Triggers / Actions (41)
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Watch New Clients
Triggers when a new client has been created.
Watch New Contacts
Triggers when a new contact has been created.
Watch New Estimates
Triggers when a new estimate has been created.
Watch New Expenses
Triggers when a new expense has been created.
Watch New Invoices
Triggers when a new invoice has been created.
Watch New Payments
Triggers when a new payment has been created.
Watch New Projects
Triggers when a new project has been created.
Watch New Staff
Triggers when a new staff member has been added.
Watch New Tasks
Triggers when a new task has been created.
Update a Contact
Updates a contact object.
Update a Client
Updates a client object.
Get a Contact
Retrieves a contact specified by ID.
Get a Client
Retrieves a client specified by ID.
Delete a Contact
Deletes a contact specified by ID.
Delete a Client
Deletes a client specified by ID.
Create a Contact
Creates a new contact.
Create a Client
Creates a new client.
Update a Task
Updates a task specified by ID.
Update an Invoice
Updates an invoice specified by ID.
Update an Expense
Updates an expense specified by ID.
Update an Estimate
Updates an estimate specified by ID.
Get a Task
Retrieves a task specified by ID.
Get an Invoice
Retrieves an invoice details specified by ID.
Get an Expense
Retrieves an expense specified by ID.
Get an Estimate
Retrieves an estimate specified by ID.
Delete a Task
Deletes a task specified by ID.
Delete an Invoice
Deletes an invoice specified by ID.
Delete an Expense
Deletes an expense specified by ID.
Delete an Estimate
Deletes an estimate specified by ID.
Create a Task
Creates a new task.
Create an Invoice
Creates an invoice.
Create an Expense
Creates a new expense.
Create an Estimate
Creates an estimate.
Make an API Call
Performs an arbitrary API call.
Search Clients
Searches clients.
List Contacts
Retrieves a list of contacts.
List Estimates
Retrieves a list of estimates.
Search Expenses
Searches expenses.
Search Invoices
Searches invoices.
List Projects
Retrieves a list of projects.
List Tasks
Retrieves a list of tasks.
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