--- title: "Connect BotConversa and Clientary - APIANT.ai" description: "When \"New Subscriber\" fires in BotConversa, your agent runs \"Add contact\" in Clientary, or \"New Expense\" in Clientary to \"Send Message\" in BotConversa." canonical: "https://apiant.ai/connect/botconversa-to-clientary" --- # Connect BotConversa and Clientary When **New Subscriber** fires in [BotConversa](https://apiant.ai/connections/botconversa), your agent runs **Add contact** in [Clientary](https://apiant.ai/connections/clientary), or **New Expense** in Clientary to **Send Message** in BotConversa. Describe the whole flow and it is built, tested on every scenario and kept running. BotConversa **3** triggers BotConversa **7** actions Clientary **3** triggers Clientary **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want BotConversa and Clientary to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What BotConversa and Clientary can do together ### From BotConversa to Clientary - When **New Subscriber** in BotConversa then **Add contact** in Clientary - When **New Tag** in BotConversa then **Create Invoice** in Clientary ### From Clientary to BotConversa - When **New Expense** in Clientary then **Send Message** in BotConversa - When **New Invoice** in Clientary then **Create a New Subscriber** in BotConversa Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with BotConversa and Clientary ## Triggers and actions 6 triggers · 21 actions - Trigger **New Subscriber** Triggers when a new subscriber is added to your BotConversa bot. - Trigger **New Tag** Triggers when a new tag is created in your BotConversa account. - Trigger **Sequence Subscription** Triggers when a subscriber is subscribed to a sequence (a subscriber's sequence subscriptions change). - Action **Close Conversation** Closes the conversation with a BotConversa subscriber. - Action **Create a New Subscriber** Creates a new BotConversa subscriber from a phone number and name, with WhatsApp opt-in confirmed. - Action **Find Subscriber by Phone** Finds a BotConversa subscriber by phone number and returns their details, tags, sequences and custom field values. - Action **Open Conversation** Opens the conversation with a subscriber, optionally assigning it to a manager. - Action **Send Flow** Sends a chosen flow to a BotConversa subscriber. - Action **Send Message** Sends a text message or a file to a BotConversa subscriber over WhatsApp. - Action **Update Custom Field** Sets the value of a custom field on a BotConversa subscriber. - Trigger **New Expense** Triggers when a new expense is recorded in your Clientary account during the current fiscal year. - Trigger **New Invoice** Triggers when a new invoice is created in Clientary, optionally limited to invoices in a given status or matching a search. - Trigger **New Staff** Triggers when a new staff user is added to your Clientary account. - Action **Add comment** Posts a comment on an invoice, estimate, project, task, proposal or contract and notifies the people involved. - Action **Add contact** Creates a new contact (an individual person) under an existing Clientary client. - Action **Add contract** Creates a contract for a client in Clientary, optionally starting from a contract template, with its sections and signers. - Action **Add proposal** Creates a proposal for a client in Clientary, optionally starting from a proposal template, with its sections and signers. - Action **Add retainer** Creates a retainer for a client in Clientary: an up-front payment request kept apart from ordinary invoices. - Action **Client** Creates a new client in Clientary with its name, address, tax id, website and description. - Action **Create Estimate** Creates an estimate in Clientary, optionally for a client, with its dates, taxes, notes and line items. - Action **Create Invoice** Creates an invoice in Clientary, optionally for a client, with dates, currency, taxes, notes and line items. - Action **Create Lead** Creates a new lead (a prospective client) in Clientary. - Action **Create Task** Creates a new task (a to-do item) in Clientary, optionally on a project and assigned to a staff member. - Action **Expense** Creates a new expense in Clientary, optionally assigned to a client or project. - Action **Get client** Returns a single Clientary client by its ID, including its contact and address details. - Action **List comments** Returns the comments on one Clientary invoice, estimate, project, task, proposal or contract, newest first. - Action **Update contract** Updates an existing Clientary contract: its subject, date, client, status, signers or sections. Only a draft contract can be changed; void and reopen a sent contract first. ## Each app on its own - [ **BotConversa** BotConversa is a Chatbot builder for WhatsApp.](https://apiant.ai/connections/botconversa) - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) Reviews ## What our customers say ## More from BotConversa - [ **BotConversa to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/botconversa-to-hubspot) - [ **BotConversa to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/botconversa-to-salesforce) - [ **BotConversa to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/botconversa-to-slack) - [ **BotConversa to Google Sheets** Google Sheets](https://apiant.ai/connect/botconversa-to-google-sheets) - [ **BotConversa to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/botconversa-to-gmail) - [ **BotConversa to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/botconversa-to-google-calendar) ## More into Clientary - [ **ActiveCampaign to Clientary** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-clientary) - [ **Airtable to Clientary** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-clientary) - [ **Asana to Clientary** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-clientary) - [ **ClickUp to Clientary** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-clientary) - [ **Brevo to Clientary** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-clientary) - [ **Calendly to Clientary** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-clientary) Questions ## BotConversa and Clientary, answered ### ### What can start an automation from BotConversa? Any of BotConversa's 3 triggers in the catalog, including New Subscriber, New Tag and Sequence Subscription. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clientary when something happens in BotConversa? Any of Clientary's 14 actions, including Create Estimate, Create Invoice, Create Lead and Create Task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Clientary to BotConversa? Yes. When something happens in Clientary, your agent can act in BotConversa too. This page covers both directions: Clientary's triggers and BotConversa's actions are listed here as well. ### ### Do I have to build a connector for BotConversa or Clientary? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use BotConversa and Clientary without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.