Connect Appointo and Clientary

Both apps 31Appointo 14Clientary 17

• Trigger
  Canceled Booking

  Triggers when a booking is cancelled in Appointo.

• Trigger
  New Booking

  Triggers when a new booking is created in Appointo.

• Trigger
  Rescheduled Booking

  Triggers when a booking moves to a new timeslot in Appointo.

• Action
  Cancel Booking

  Cancels a booking, or only some of its customers.

• Action
  Create Booking

  Creates a booking for a customer at a timeslot of an appointment. Appointo allows 100 per day.

• Action
  Get Appointment Availability

  Returns available time slots for an appointment between two dates.

• Action
  Get Booking

  Returns one booking by its ID, with its customers and appointment.

• Action
  List Appointments

  Returns appointment types, optionally one appointment or those of one product.

• Action
  List Bookings

  Returns bookings, optionally only past or upcoming ones, or those matching a search term.

• Action
  List Cancelled Bookings

  Returns cancelled bookings, optionally only past or upcoming ones.

• Action
  List Products

  Returns the products set up for booking in Appointo, each with its appointment types.

• Action
  List Subscription Contracts

  Returns appointment subscription contracts, optionally matching a search term.

• Action
  Reschedule Booking

  Moves a booking, or some of its customers, to a new timeslot.

• Action
  Update Booking Buffer Times

  Sets the start and end buffer times on a booking.

• 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.