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Connect Clientary to Node

Use 9 documented Clientary triggers to run 1 documented Node actions.

9 source triggers
1 target actions

Why Connect Clientary & Node?

Start with a Clientary event

Choose from 9 documented triggers, including New Client Created, New Contact Created, New Estimate Created.

Run a Node action

Send the event into one of 1 documented actions, such as Run Node Code.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Clientary

Triggers (9)

New Client Created

Emit new events when a new client was created. See the docs

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New Contact Created

Emit new events when a new contact was created. See the docs

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New Estimate Created

Emit new events when a new estimate was created. See the docs

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New Expense Created

Emit new events when a new expense was created. See the docs

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New Invoice Created

Emit new events when a new invoice was created. See the docs

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New Payment Created

Emit new events when a new payment was created. See the docs

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New Project Created

Emit new events when a new project was created. See the docs

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New Staff Created

Emit new events when a new staff was created. See the docs

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New Task Created

Emit new events when a new task was created. See the docs

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Actions (5)

Create Client

Creates a new client. See docs here

Create Estimate

Creates a new estimate. See docs here

Create Expense

Creates a new expense. See docs here

Create Invoice

Creates a new invoice. See docs here

Create Task

Creates a new task. See docs here

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Node

Actions (1)

Run Node Code

Write custom Node.js code and use any of the 400k+ npm packages available. Refer to the Mazaal AI Node docs to learn more.

Integration Features

9 documented Clientary triggers
1 documented Node actions
Configurable field mapping
Conditional workflow steps
Execution monitoring

Capability Examples

Clientary trigger → Node action

Catalog example
ClientaryClientary

New Client Created

NodeNode

Run Node Code

How It Works

1

Connect Apps

Authenticate your Clientary and Node accounts

2

Choose a Trigger

Select a documented Clientary event

3

Choose an Action

Select the documented Node operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 9 documented Clientary triggers.

Automated Actions

Run one of 1 documented Node actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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All Clientary Integrations

Explore all available Clientary connections

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All Node Integrations

Explore all available Node connections

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Ready to Connect Clientary & Node?

Build this supported workflow in Mazaal AI and test it with your own provider accounts.

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