Connect Contextual AI and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Contextual AI
Choose an Action
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
Ready to use Contextual AI and Clientary automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Expense
A new expense in Clientary.
New Project
Triggered when a new project is created in Clientary.
New Client
Triggered when a new client is created in Clientary.
New Estimate
Triggered when a new estimate is created in Clientary.
New Invoice
A new invoice is created in Clientary.
New Contracts
An individual Contracts within Clientary.
Do thisActions
Action is the task that follows automatically within your Contextual AI integrations.
Create Datastore
Create a new Datastore.
List Datastores
Retrieve a list of Datastores.
Get Datastore Metadata
Get the details of a given Datastore, including its name, create time, and the list of Agents which are currently configured to use the Datastore.
Reset Datastore
Reset the give Datastore. This operation is irreversible and it deletes all the documents associated with the datastore.
Delete Datastore
Delete a given Datastore, including all the documents ingested into it. This operation is irreversible.
List Documents
Get list of documents in a given Datastore, including document id, name, and ingestion job status.
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Frequently Asked Questions
To start, connect both your Contextual AI and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Contextual AI triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Contextual AI data is recorded in Clientary. This includes choosing which data fields go into which fields of Clientary, setting up custom formats, and filtering out unwanted information.
The data sync between Contextual AI and Clientary typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Contextual AI and Clientary. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Contextual AI
Contextual AI is a cutting-edge platform that leverages artificial intelligence to provide context-aware solutions. It helps businesses and developers create applications that understand and respond to the context of user interactions, enhancing user experience and engagement.
Learn MoreAbout 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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