Connect Clientary and FormHug

Both apps 29Clientary 17FormHug 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 Or Updated Submission

  Triggers when a submission is created or edited on the chosen form.

• Action
  Add entry

  Creates a new entry (submission) on one of your FormHug forms.

• Action
  Add folder

  Creates a new folder for organizing forms, at the root or inside an existing folder.

• Action
  Add form

  Creates a new FormHug form, optionally with initial questions, locale, timezone, folder and header theme.

• Action
  Get current user

  Returns the FormHug user associated with the connected account, including their billing account and current subscription plan.

• Action
  Get entry

  Returns one submitted entry of a form, including every answer keyed by the form field's API code.

• Action
  Get form

  Returns a form's details, including its name, settings, folder and the full list of its fields.

• Action
  List entries

  Returns the entries (submissions) of one of your forms, optionally filtered and sorted.

• Action
  List folders

  Returns all folders owned by the connected FormHug user, newest first.

• Action
  List forms

  Returns the forms you created or that were shared with you, optionally filtered by name or folder.

• Action
  Update entry

  Updates an existing entry on a form. Only the fields you supply change; all other answers stay as they are.

• Action
  Update form

  Updates a form's name, description, locale, timezone, layout or question list. Only the values you provide are changed.

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