Connect Retell AI and Clientary to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Retell 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 Retell AI and Clientary automations
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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 Retell AI integrations.
Get an Agent
Retrieve details of a specific agent.
Create a Phone Number
Buys a new phone number and binds agents.
Make a Phone Call
Create a new outbound phone call
Get a Call
Retrieves all call details.
Get a Phone Number
Retrieves a specific phone number.
Get a Voice
Get a Voice from retell ai
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Frequently Asked Questions
To start, connect both your Retell AI and Clientary accounts to viaSocket. Once connected, you can set up a workflow where an event in Retell AI triggers actions in Clientary (or vice versa).
Absolutely. You can customize how Retell 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 Retell 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 Retell 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 Retell AI
Retell AI is a cutting-edge platform that leverages artificial intelligence to transform and enhance storytelling experiences. It offers tools and features that allow users to create, edit, and optimize narratives, making it ideal for content creators, marketers, and educators looking to engage their audience with compelling stories.
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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