Integrations / Project Management
Connect Clientary to WhatsApp: leads, contacts and projects by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Clientary once, then ask Flann to look things up in it or get work done in it, by text or voice note. Work gets agreed in passing: at the counter, on a call, in the van. Clientary only helps if it gets written down. With Flann connected, a voice note becomes tasks in Clientary, and a quick question tells you what is late, who has it and what comes next.
57 actions in Clientary. 30 only look things up, and 27 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Clientary
Send any of these on WhatsApp, in your own words. Flann finds the right Clientary action and fills in the details from the conversation.
“Look up the invoice in Clientary.”
“Look up the project in Clientary.”
“Show me my estimates in Clientary.”
“Create a lead in Clientary.”
“Create a task in Clientary.”
“Create a contact in Clientary.”
What Flann can work with in Clientary
Clientary gives Flann 57 actions across 25 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Clients | createdeletelook upupdate | 5 |
| Expenses | createdeletelook upupdate | 5 |
| Leads | createdeletelook upupdate | 5 |
| Projects | createdeletelook upupdate | 5 |
| Contacts | createdeletelook upupdate | 4 |
| Tasks | createlook upupdate | 4 |
| Invoices | createlook upupdate | 3 |
| Estimates | look up | 2 |
There are three ways to get leads work done in Clientary. Side by side:
| Compare | In Clientary yourselfYou click through each job | A rules toolRuns the steps you wired up | Flann on ClientaryYou ask, Flann does the clicking |
|---|---|---|---|
| Asking for something | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about leads | Filters and searches you run yourself | Only the look-ups someone built | 30 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 27 changes, made from a message |
| Clientary records | All of them, one screen at a time | Only the ones you wire up | 25 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Clientary API key, once |
YesPartlyNo
Step by step: Clientary jobs you can hand to Flann
Each step below names the Clientary action Flann actually runs.
Create a lead from a voice note
- You message Flann on WhatsApp: “Create a lead in Clientary with these details.”
- Flann runs
List Leadsin Clientary and shows you what it found. - Flann runs
Create Leadin Clientary. - Flann creates it in Clientary and confirms in the chat.
Fix a contact without opening Clientary
- You message Flann on WhatsApp: “Change the contact in Clientary: here is what is different.”
- Flann runs
Get Contactin Clientary and shows you what it found. - Flann runs
Update Contactin Clientary. - Flann makes the change in Clientary and confirms in the chat.
Clean up projects you no longer need
- You message Flann on WhatsApp: “Which projects in Clientary are out of date? Remove the ones I confirm.”
- Flann runs
List Projectsin Clientary and shows you what it found. - Flann runs
Delete Projectin Clientary. - Each removal is confirmed in the chat.
Repetitive Clientary work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Making weekly checklists repeat
Today
Opening checks, cleaning rotas and Friday stock counts get recreated by hand in Clientary each week. When you are busy, the list simply does not appear, and neither does the cleaning.
With Flann
“Make the closing checklist a repeating task in Clientary, weekdays, assigned to Jordan.”
Each step of the checklist becomes a sub-task in Clientary, set to repeat on weekdays.
What you stop doing: Recreating the same checklist every week is not something you do any more.
Starting a new client project from the template
Today
Each new client or job means copying your template project in Clientary, renaming it, adjusting dates and assigning people. Small mistakes slip in, like the last client’s name in a task.
With Flann
“New job for Clarke Dental, starts on the first. Set it up from our fit-out template in Clientary.”
A copy of your template in Clientary is renamed, dated from the start you gave and assigned to the usual people for each stage. Anything that still mentions the previous client is flagged.
What you stop doing: Copying and adjusting the template by hand for each new job is no longer on your desk.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Clientary
- Open Connectors in Flann and choose Clientary.
- Paste your Clientary API key into the secure form Flann opens. You will find the key in your Clientary account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Clientary action and fills in the details.
Look-ups run as soon as you ask and change nothing in Clientary. You can disconnect Clientary from Connectors at any time.
Ways to use Clientary with Flann
What is due today
Ask Flann what is overdue or due today. It reads Clientary and sends you the list.
Close things off
Tell Flann a job is done. It prepares the update in Clientary so the list stays honest.
Know who is on what
Ask who is working on what. Flann summarises Clientary in a few lines.
Everything Flann can do in Clientary
The full list of Clientary actions available to Flann once you connect it.
Looks up 30
- Get Client
- Get Invoice
- Get Project
- List Clients
- List Estimates
- List Projects
- Get Contact
- Get Estimate
- Get Expense
- Get Hour Entry
- Get Lead
- Get Staff
- Get Task
- List Client Contacts
- List Client Estimates
- List Client Expenses
- List Client Invoices
- List Client Payment Profiles
- List Client Projects
- List Expenses
- List Leads
- List Payments
- List Project Estimates
- List Project Expenses
- List Project Hours
- List Project Invoices
- List Project Tasks
- List Recurring Schedule Invoices
- List Staff
- List Tasks
Changes 27
- Create Client
- Create Contact
- Create Invoice
- Create Lead
- Create Project
- Create Project Hours
- Create Recurring Schedule
- Create Task (v2)
- Delete Client
- Delete Contact
- Delete Expense
- Delete Hour Entry
- Delete Lead
- Delete Payment
- Delete Payment Profile
- Delete Project
- Delete Recurring Schedule
- Update Client
- Update Contact
- Update Invoice
- Update Lead
- Update Project
- Update Task
- Create Expense
- Send Invoice Message
- Update Expense
- Update Hour Entry
More Project Management apps Flann works with
AsanaCommon questions
What can Flann do with clients in Clientary?
Flann can create, delete, look up and update clients in Clientary, using 5 actions (Create Client, Delete Client, Get Client, List Clients and more). Looking up runs straight away and changes nothing. The other actions create or change clients in Clientary.
What can Flann do with expenses in Clientary?
Flann can create, delete, look up and update expenses in Clientary, using 5 actions (Create Expense, Delete Expense, Get Expense, List Expenses and more). Looking up runs straight away and changes nothing. The other actions create or change expenses in Clientary.
How does Flann connect to Clientary?
Open Connectors in Flann, choose Clientary and paste your Clientary API key into a secure form. You will find the key in your Clientary account settings. Once it is connected, Flann can use 57 actions in Clientary.
Can I use Clientary from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Clientary for you. You do not need to open Clientary.
Does connecting Clientary cost extra?
No. Clientary is included in every Flann plan, along with every other app Flann connects to.