IntegrationsKeywords AIClientary
Keywords AI + Clientary

Connect Keywords AI and Clientary to Build Intelligent Automations

Choose a Trigger

Keywords AI

When this happens...

Choose an Action

Clientary

Automatically do this!

Ready to use Keywords AI and Clientary automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Expense

New Expense

A new expense in Clientary.

New Project

New Project

Triggered when a new project is created in Clientary.

New Client

New Client

Triggered when a new client is created in Clientary.

New Estimate

New Estimate

Triggered when a new estimate is created in Clientary.

New Invoice

New Invoice

A new invoice is created in Clientary.

New Contracts

New Contracts

An individual Contracts within Clientary.

Do thisActions

Action is the task that follows automatically within your Keywords AI integrations.

Log list

Log list

The Logs List endpoint allows you to get the past logs with specified filters.

Create prompt

Create prompt

You can create a prompt by sending a POST request to the prompts endpoint.

Thread list

Thread list

This endpoint retrieves log threads based on specified filters and pagination parameters.

Retrieve prompts

Retrieve prompts

Get prompt list.

Update prompt

Update prompt

You can update a prompt by sending a PATCH request to the prompt endpoint

Delete prompt

Delete prompt

You can delete a prompt by sending a DELETE request to the prompt endpoint.

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Frequently Asked Questions

How do I start an integration between Keywords AI and Clientary?

To start, connect both your Keywords AI and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Keywords AI triggers actions in Clientary (or vice versa).

Can we customize how data from Keywords AI is recorded in Clientary?

Absolutely. You can customize how Keywords 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.

How often does the data sync between Keywords AI and Clientary?

The data sync between Keywords AI and Clientary typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Keywords AI to Clientary?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Keywords AI and Clientary?

Yes, you can set conditional logic to control the flow of data between Keywords 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.

Keywords AI

About Keywords AI

Keywords AI is a powerful tool designed to help businesses and marketers optimize their content for search engines by providing intelligent keyword suggestions and analysis. It leverages advanced AI algorithms to identify the most effective keywords that can enhance visibility and drive traffic to websites.

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Clientary

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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