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Clientary integration

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Overview

Company website:

https://www.clientary.com

Integration launch date:

November 2, 2026

API Categories:

Accounting Payments CRM Tasks HR & Directory Passthrough

API Authorization:

API Token / Clientary Subdomain

ACCOUNTING CONTACT

End-API object:

client

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

limit offset query updated_gte

Readable fields:

billing_address company_name first_name id identification is_active is_customer is_supplier last_name name notes website

Writable fields:

billing_address identification name notes website

ACCOUNTING INVOICE

End-API object:

invoice

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

contact_id end_lt limit offset query start_gte updated_gte

Readable fields:

balance_amount contact_id currency due_at id invoice_number lineitems notes paid_amount payments posted_at reference status sub_total_amount total_amount type url

Writable fields:

contact_id currency due_at invoice_number lineitems notes posted_at reference

ACCOUNTING QUOTE

End-API object:

estimate

Unified API Methods:

List Get Create Update Remove

List options:

contact_id end_lt limit offset project_id query start_gte status

Readable fields:

contact_id currency customer_message id issued_at lineitems project_id quote_number status sub_total_amount summary title total_amount url

Writable fields:

contact_id currency customer_message issued_at lineitems quote_number summary title

ACCOUNTING PROJECT

End-API object:

project

Unified API Methods:

List Get Update Remove

List options:

contact_id limit offset query status

Readable fields:

actual_cost_amount billing_type code contact_id currency description due_at estimate_amount id is_active is_billable minutes_logged minutes_to_be_invoiced name status

Writable fields:

code currency description due_at name

PAYMENT PAYMENT

End-API object:

payment

Unified API Methods:

Webhooks:

Virtual

List options:

end_lt limit offset start_gte updated_gte

Readable fields:

allocations fee_amount id invoice_id notes paid_at reference total_amount updated_at

Writable fields:

invoice_id total_amount notes

required fields

CRM COMPANY

End-API object:

client

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

limit offset query updated_gte

Readable fields:

address description domains id is_active name websites

Writable fields:

address description name websites

CRM CONTACT

End-API object:

contact

Unified API Methods:

List Get Create Update Remove

Webhooks:

Virtual

List options:

company_id limit offset query updated_gte

Readable fields:

company_ids emails first_name id last_name name telephones title

Writable fields:

company_ids emails first_name last_name name telephones title

CRM LEAD

End-API object:

lead

Unified API Methods:

List Get Create Update Remove

List options:

limit offset query

Readable fields:

address company_name first_name id last_name name

Writable fields:

TASK PROJECT

End-API object:

project

Unified API Methods:

List Get Update Remove

List options:

limit offset query

Readable fields:

description has_tasks id name

Writable fields:

description name

TASK TASK

End-API object:

task

Unified API Methods:

List Get Create Update Remove

List options:

assigned_user_id limit offset project_id status

Readable fields:

assigned_user_ids completed_at created_at creator_user_id due_at id name notes project_id status updated_at url

Writable fields:

assigned_user_ids due_at name notes project_id status

TASK COMMENT

End-API object:

comment

Unified API Methods:

List Create Update Remove

List options:

required filter

Readable fields:

created_at id task_id text updated_at user_id user_name

Writable fields:

required fields

HRIS EMPLOYEE

End-API object:

staff

Unified API Methods:

List options:

Readable fields:

emails first_name id last_name name telephones title

Writable fields:

PASSTHROUGH

Unified API Methods:

POST GET PUT DELETE

List options:

Readable fields:

Writable fields:

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