Connect Clientary and CS-Cart

Both apps 35Clientary 17CS-Cart 18

• 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.

• Trigger
  New Customer

  Triggers when a new customer account is created in the CS-Cart store.

• Trigger
  New Order

  Triggers when a new order is placed in the CS-Cart store.

• Action
  Add category

  Creates a new product category in your CS-Cart store.

• Action
  Add customer

  Creates a new customer account in your CS-Cart store.

• Action
  Add shipment

  Creates a shipment for products in an order, with optional carrier and tracking number.

• Action
  Create Order (For CS-Cart)

  Creates an order in a CS-Cart storefront, for an existing customer or a guest. New orders always start with the Open status.

• Action
  Create Product

  Creates a product in your CS-Cart store with its name, price, categories, stock and other product details.

• Action
  Delete product

  Deletes a product from your CS-Cart store.

• Action
  Find Category by Name

  Finds a category in your CS-Cart store by its name and returns its details.

• Action
  Get customer

  Returns a customer's details (email, name, status, company and profile data) by their user ID.

• Action
  Get order

  Returns the full details of a CS-Cart order, including its products, customer, billing and shipping addresses, totals and status.

• Action
  Get product

  Returns a single product from your CS-Cart store, including its price, stock, categories, images and features.

• Action
  Get Shipment

  Returns one shipment by its ID, including its order, carrier, tracking number and status.

• Action
  List categories

  Returns the categories in the CS-Cart store, up to 1000.

• Action
  List orders

  Returns a list of orders from the store, optionally filtered by status, customer, storefront or vendor, email, invoice, or last-modified date.

• Action
  Update customer

  Updates an existing customer's details, such as name, email, company and status.

• Action
  Update order

  Updates an existing order, such as its status, products, total or customer details, optionally emailing notifications.

• Action
  Update product

  Updates an existing product in your CS-Cart store, such as its name, price, stock, status, descriptions, images or features. Only the fields you fill in are changed.

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