Add Clientary to Your Product

Give your customers access to Clientary from within your product & agents. Use viaSocket to manage authentication, execute actions, and receive events from connected accounts.

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Integration Infrastructure

Everything You Need to Manage Clientary Integrations

Add Clientary to your product & agents today. viaSocket runs the infrastructure; your AI coding assistant does the setup.

Managed Authentication

Let your customers connect their Clientary accounts without building and maintaining OAuth flows yourself.

Customer-Specific Connections

Manage separate Clientary connections for each customer in your product & agents.

Actions, Triggers and Webhooks

Execute supported Clientary actions and receive events through a consistent integration interface.

Managed Data Mapping

Map data between your product & agents and the formats expected by Clientary.

Monitoring and Debugging

Track executions, inspect errors, and troubleshoot integration issues.

Your Product & Agents, Your Experience

Offer Clientary integrations under your own branding and within your existing product & agents.

Available Actions and Triggers for Clientary

What You Can Do with Clientary

Explore available actions to let your product & agents interact with Clientary.

  • Create ClientCreate a new client in Clientary.
  • Create ExpenseCreate a new expense in Clientary.
  • Create TaskCreate a task inside Clientary.
  • Create EntryCreate A New Entry.
  • Create Invoice PaymentCreate A New Invoice Payment.
  • Update ExpenseUpdate an exsiting expense.
  • Update a LeadUpdate an exsiting Lead.

Respond to Events in Clientary

Use triggers to let your product & agents respond to events from connected Clientary accounts.

  • New ExpenseA new expense in Clientary.
  • New ProjectTriggered when a new project is created in Clientary.
  • New ClientTriggered when a new client is created in Clientary.
  • New EstimateTriggered when a new estimate is created in Clientary.
  • New InvoiceA new invoice is created in Clientary.
  • New ContractsAn individual Contracts within Clientary.
  • New LeadTriggered when a new lead is created in Clientary.
  • New TaskTriggers when a new task is added to your Clientary account.
  • New PaymentTriggers when a new payment is added to your Clientary account.

About Clientary

Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.

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viaSocket

About viaSocket

Connect 2,300+ apps to your product & agents with one prompt. Auth, events and actions handled. Free to start.

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Frequently Asked Questions

FAQs about adding Clientary to your product & agents

Find answers to common questions about integrating Clientary into your product & agents, including authentication, supported actions, triggers, and implementation.

How can I integrate Clientary into my product & agents?

You can use viaSocket to add Clientary integration to your product & agents. viaSocket provides APIs, managed authentication, actions, and triggers to help you build integration features for your customers.

Do I need to build and maintain the integration infrastructure myself?

No. viaSocket manages the integration infrastructure, including authentication, customer connections, and supported actions and triggers.

Can my customers connect their own Clientary accounts?

Yes. viaSocket supports customer-specific connections, allowing each customer to authorize their own Clientary account.

Can I offer Clientary integration under my own branding?

Yes. You can provide the integration experience under your own branding and within the existing interface of your product & agents.

Can I connect Clientary with other apps?

Yes. viaSocket supports integrations with 2,300+ apps, allowing your product & agents to work with Clientary and other supported services.

How do I execute actions in Clientary?

Use viaSocket's supported actions and APIs to perform operations in connected Clientary accounts. Available operations depend on the integration's supported capabilities and the permissions granted.

Can my product & agents respond to events from Clientary?

Yes. You can use supported triggers and webhooks to receive events from Clientary and respond within your product & agents.

Bring Clientary Into Your Product & Agents

Paste it into Cursor, Claude Code or Codex.
  • Managed auth
  • Per-customer connections
  • Actions & triggers
  • Data mapping
  • Monitoring & logs
  • Your branding