Groxbot

Plugin · project management

Groxbot + Clientary

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.

Get started

How a Bot uses Clientary

57 Clientary tools. Connect under Plugins. The Bot still asks before anything leaves the thread.

  • Use Clientary the way you would: open it, do the task, come back with evidence.
  • Work stays in the Bot thread. Anything leaving Groxbot needs your OK.
  • If it hits a login, 2FA, or a paywall, it stops on the computer for you.

Never without you

  • Change live Clientary settings
  • Message anyone outside the Bot thread

First message

Use Clientary for this task. Stay in the thread. Stop if you would change anything live.

Tools a Bot can call

A sample from the Clientary toolkit. The Bot calls these after you connect. Writes that would go live still wait for approval.

  • Create Client
  • Create Contact
  • Create Expense
  • Create Invoice
  • Create Lead
  • Create Project

Jobs that use Clientary

  • Talent scout — Source candidates from the brief. Never email anyone without approval. End with a shortlist and why.
  • Bug reproduction — Reproduce the bug from the report. Write steps, expected vs actual, and a minimal fixture. Do not change production.
  • Chief of staff — A source-linked digest of Slack, inbox, calendar, and notes — only the items that map to this week’s priorities. Does not send. Does not move meetings.

Related integrations

LinearPlugin · project managementJiraPlugin · project managementWrikePlugin · project managementAsanaPlugin · project managementTrelloPlugin · project managementShortcutPlugin · project management

FAQ

Does Groxbot have a native Clientary integration?

Connect Clientary under Plugins when it is listed. If not, the Bot still has a real computer — it can work in Clientary in the browser the way you would, then stop when it needs a login or approval.

Can a Bot change live Clientary data?

Not by default. Groxbot is talk-first: draft in the thread, grant access when it hits a wall. Live Clientary writes wait for you.

Do I need a workflow builder?

No. Create a Bot, message it, grant access as needed. There isn't anything to learn — it's like bringing on a coworker.