Use Clientary with NimbleBrain.
Connect Clientary and just ask — no workflow to build. A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours…. The agent gets 40 actions, running under your own credentials.
Actions
Everything the agent can do in Clientary
40 actions
- Create client
- Create contact
- Create expense
- Create lead
- Create project
- Create task
- Delete client
- Delete lead
- Delete payment
- Get client
- Get contact
- Get estimate
- Get expense
- Get hour
- Get invoice
- Get lead
- Get project
- Get staff
- Get task
- List client contacts
- List client expenses
- List client invoices
- List client projects
- List clients
- List expenses
- List leads
- List payments
- List project estimates
- List project expenses
- List project hours
- List project invoices
- List projects
- List staff
- List tasks
- Send invoice message
- Update client
- Update expense
- Update hour
- Update project
- Update task
Getting connected
Three steps, and Clientary is reachable.
-
Install it
Find Clientary in the directory inside your workspace and install it. No adapter for us to build first, no queue to join.
-
Connect the account
Sign in at the vendor, or hand an admin credential over once. Tokens stay with the workspace or the person who owns them — never pooled, never copied to us.
-
Ask for the work
The tools show up in front of the agent, under the same access wall as everything else. Describe the job in plain language, or put it on a schedule.
