Floom integration
Clientary
Connect Clientary to Floom so AI workers can use it when they run jobs for your company. A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours, Payments, Contractors and Staff. The perfect solution to win clients and save time.
Auth
API key
Actions
57
Triggers
Listed
What Floom workers can do with Clientary
Workers use connected tools during scheduled runs, webhook runs, or manual runs. A Clientary connection can become part of a worker that researches, drafts, updates records, routes work, or prepares an approval for a teammate.
Floom keeps the worker, run history, outputs, tool calls, and approvals on the record. Side-effecting work can pause for review before anything ships.
Useful for
- Scheduled AI workers that need Clientary context.
- Approval-gated updates before writing back to tools.
- Running the same workflow from the dashboard, REST API, CLI, or MCP.
Categories
Project ManagementProposal & Invoice Management