Connect Clientary to Siftree.

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.

Connect

Read from your Clientary account

Sign in once. Siftree reads your records and reacts to new events as they happen.

  • New Client CreatedTrigger

    Emit new events when a new client was created.

  • New Contact CreatedTrigger

    Emit new events when a new contact was created.

  • New Estimate CreatedTrigger

    Emit new events when a new estimate was created.

  • New Expense CreatedTrigger

    Emit new events when a new expense was created.

  • New Invoice CreatedTrigger

    Emit new events when a new invoice was created.

  • New Payment CreatedTrigger

    Emit new events when a new payment was created.

  • New Project CreatedTrigger

    Emit new events when a new project was created.

  • New Staff CreatedTrigger

    Emit new events when a new staff was created.

  • New Task CreatedTrigger

    Emit new events when a new task was created.

Act

Take action in Clientary

Agents update records and send messages for you, automatically, as drafts, or after you approve.

  • 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

Need something from Clientary that isn't listed? Siftree can also collect from any public web page, or tell us what you need.

Siftree

Siftree is an AI platform that sales, CX, marketing, product, and strategy teams use to find, win, and keep customers.

Siftree connects calls, tickets, reviews, social, documents, video, and the systems you already use — then builds pipelines, datasets, tools, and cited insights your team and agents can operate on. Long-horizon agents keep building after you walk away.

[Machine-readable summary](https://www.siftree.com/llms.txt) — full machine-readable index.

Capabilities (summary):

  • - Connect anything: calls, tickets, reviews, social, documents, video, and existing systems.
  • - Describe what you need in plain language; Siftree builds pipelines, structures the data, and routes models for language, vision, audio, transcription, classification, and enrichment.
  • - Operate on datasets, tools, reports, and cited insights. You define the rules — what counts, how it's scored, what gets labeled.
  • - Marketplace: 14,824 sources across 4,169 apps and websites as of October 2026, plus any public website. Search, choose a source, and create an analysis-ready dataset without scraper maintenance.
  • - Native connectors for help desks, CRMs, and call recorders, plus upload and API. Audio and video are transcribed and labeled with everything else.
  • - Runs on a schedule or a trigger, and alerts your team in Slack when a threshold is crossed.
  • - Acts in your systems: writes labels and fields back to the help desk or CRM, opens issues in Linear or Jira, and drafts replies and emails. Each agent runs automatically, drafts for review, or asks first, and every action is logged.
  • - Ask questions of your data from Claude or ChatGPT through Siftree MCP.
  • - Enterprise protections: continuous verification of every request, encryption in storage and transit, privilege and identity governance, immutable activity logs.
  • - Teams use the eight products in place of separate point tools for prospecting data, support analytics, social listening, community triage, ad research, AI search visibility, research repositories, and competitive intelligence.

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