Connect Clientary and EasyPost

Both apps 29Clientary 17EasyPost 12

• 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 tracker update

  Triggers when EasyPost reports a tracker was created or updated, such as a new scan or status change on a package.

• Action
  Add address

  Creates an address (a person, place or organization) in EasyPost, optionally verifying it for deliverability. Returns the saved address with any verification results.

• Action
  Add batch

  Creates a batch of shipments in EasyPost, so they can be bought, labelled, manifested or picked up together. A batch can also be created empty and shipments added later.

• Action
  Add pickup

  Creates a pickup request for a purchased shipment and returns the available pickup rates, which must then be bought to schedule the pickup.

• Action
  Add refund

  Requests refunds for one or more purchased shipping labels by carrier and tracking code, and returns the resulting refund records.

• Action
  Add shipment

  Creates a shipment from a destination address, an origin address and a parcel, and returns the shipment with its available shipping rates.

• Action
  Add tracker

  Creates a tracker for a package tracking code (for labels bought outside EasyPost) and returns its current tracking status and history.

• Action
  Buy shipment

  Purchases a shipping label for an existing shipment using the selected rate, returning the tracking code and postage label.

• Action
  Get address

  Returns an address saved in EasyPost by its ID, including its verification results.

• Action
  Get batch

  Returns a batch of shipments, including its state, shipment statuses, consolidated label and scan form.

• Action
  Get pickup

  Returns a scheduled carrier pickup, including its status, confirmation number, address and available pickup rates.

• Action
  Get shipment

  Returns a shipment, including its addresses, parcel, rates, label and tracking details.

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