Connect AITable.ai and Clientary

Both apps 29AITable.ai 12Clientary 17

• Trigger
  New Form

  Triggers when a form is submitted and received, the zap will start running.

• Trigger
  New Record

  Fires once for each new record added to an AITable datasheet.

• Action
  Add datasheet

  Create a datasheet in a space.

• Action
  Create a Record

  Create a new record.

• Action
  Delete field

  Delete a field from a datasheet.

• Action
  Delete record

  Delete records from a datasheet.

• Action
  Find Records

  Search for records.

• Action
  List fields

  List fields of a datasheet.

• Action
  List nodes

  Lists the top-level files (datasheets, folders, forms, dashboards) in a space's working directory.

• Action
  List spaces

  List spaces the user can access.

• Action
  List views

  List views of a datasheet.

• Action
  Update a Record

  Update a record.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.