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Finance & payments · Connects with an API key

An AI teammate for Clientary.

Connect Clientary and your Cicada agent works in it for you: 42 Clientary actions, from looking things up to making changes. Ask from iMessage, WhatsApp, Slack or the app, and keep it read-only if you only want it to look.

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300 free credits. No card. Read-only if you want.

Things to ask about Clientary
  • Which Clientary invoices are overdue, and by how much?
  • Check this month's Clientary payments against the sheet and flag anything that doesn't match.
  • Send me money in and money out from Clientary every Monday.
  • Draft reminders for the customers more than 30 days late in Clientary.
Text it, Slack it, or type it in the app. Swap in your own details.
What Cicada can do in Clientary

42 Clientary actions, picked for what you ask.

About Clientary: A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours, Payments, Contractors and Staff. The perfect solution to win clients and save time.

Reads

25 in all · always allowed
  • Get Client
    Fetch details for a specific client using its ID. Use when you need to retrieve complete…
  • Get Invoice
    Retrieve detailed information for a specific invoice by ID.
  • Get Project
    Retrieve a single project by its identifier. Use when you need to fetch detailed information about…
  • List Clients
    Retrieve all clients with pagination support (10 results per page).
  • List Projects
    Retrieve all projects with pagination support (10 results per page).
  • Get Lead
    Retrieve a single lead by its ID. Use when you need to fetch detailed information about a specific…
  • Get Task
    Retrieve a specific task by its ID. Use when you need to fetch detailed information about a task…
  • Get Staff
    Retrieve a single staff member by their ID. Use when you need to fetch detailed information about a…
  • List Leads
    Retrieve all leads with pagination support. Use when you need to fetch a list of leads from…
  • List Staff
    Retrieve all staff members for an account. Use when you need to fetch a complete list of staff…

Changes

17 in all · off when Clientary is read-only
  • Create Lead
    Create a new lead record in Clientary. Use when you need to add a new lead to the system with…
  • Create Task
    Create a new task in Clientary. Use when you need to create a task with a title, optionally…
  • Delete Lead
    Permanently delete a lead and all associated Estimates and Contacts.
  • Update Task
    Update an existing task in Clientary with partial or complete field modifications.
  • Create Client
    Create a new client record in Clientary. Use when you need to add a new client to the system with…
  • Delete Client
    Remove a client and all associated projects, invoices, estimates, and contacts.
  • Update Client
    Update an existing client record in Clientary with partial or complete field modifications.
  • Create Contact
    Create a new contact within a specified client. Use when you need to add a contact to a client…
  • Create Project
    Create a new project in Clientary with name and rate. Use when you need to set up a new project for…
  • Delete Payment
    Remove an existing payment from an invoice. Use when you need to permanently delete a payment…

Showing 20 of 42. Your agent can use every one of them; you don't pick them, you ask for the outcome.

How it works

Connected in a minute. In your control after that.

  1. Connect Clientary

    Open Connections, find Clientary and paste an API key from your Clientary account settings. Cicada checks it works before saving it.

  2. Choose what it may do

    Full, Ask first or Read-only, for the whole workspace. Share Clientary with the team, or keep it under each person's own login.

  3. Ask from anywhere

    Text your agent on iMessage or WhatsApp, message it in Slack or the app, or put a Clientary job on a schedule: every morning, every Friday.

Works with your other tools

Clientary, together with the rest of your stack.

Ask for an outcome that spans apps and your agent pulls from each one, cross-checks them and sends back one answer.

More finance & payments integrations

Harvest integrationFacebook integrationApaleo integrationServicem8 integrationPinterest integrationMoneybird integrationInstagram integrationYouTube integration

Often used alongside

Gmail integrationSlack integrationGoogle Sheets integrationGoogle Calendar integration

See all 888 integrations

Questions

Clientary and Cicada, answered.

Does Cicada integrate with Clientary?

Yes. Clientary is one of the 888 apps with a page here, and it connects with an API key. Once it's connected, every agent in your workspace can use it from any channel you talk to them on.

How do I connect Clientary?

Open Connections, find Clientary and paste an API key from your Clientary account settings. Cicada checks it works before saving it.

What can Cicada do in Clientary?

42 actions: 25 that read from Clientary and 17 that change things in it, for example get client, get invoice, get project. It picks the right ones for what you ask and chains them with your other apps.

Can I stop Cicada changing things in Clientary?

Yes. In Connections, set Clientary to Read-only and no agent in your workspace can create, change or delete anything in it; it can still read. Ask first lets it act but makes it check with you before each change.

Can I ask about Clientary from my phone?

Yes. Text your agent on iMessage or WhatsApp, or message it in Slack or the app. It answers in the same thread, and it can run Clientary jobs on a schedule, like every morning at 8.

Is my Clientary data safe?

Your Clientary login or key is stored on the server and never appears in a conversation. Disconnecting removes it. Every action an agent takes is in your activity log, and your data isn't used to train models.

One teammate. The output of a team.

Works nights, remembers every decision, answers in the thread. Start free with 300 credits.

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