Connect Clientary and Formstack

Both apps 36Clientary 17Formstack 19

• 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 Form

  Triggers when a new form is created in the account.

• Action
  Copy Form

  Create a copy of an existing form.

• Action
  Create Folder

  Create a new form folder.

• Action
  Create Form

  Create a new form.

• Action
  Create Form Field

  Add a new field to a form.

• Action
  Create Submission

  Submit data to a form. Field values are passed as field_<id> keys.

• Action
  Create Webhook

  Create a webhook on a form that POSTs to a URL when a submission is received.

• Action
  Delete folder

  Delete a folder.

• Action
  Delete Form

  Delete a form by ID.

• Action
  Delete Submission

  Delete a submission by ID.

• Action
  Delete Webhook

  Delete a webhook by ID.

• Action
  Get folder

  Get a folder by id.

• Action
  Get Form

  Retrieve details for a single form by ID.

• Action
  Get form field

  Get one field on a form.

• Action
  List Form Confirmations

  List confirmation emails configured on a form.

• Action
  List Form Fields

  List all fields on a form.

• Action
  List form notifications

  List notification emails for a form.

• Action
  List Webhooks

  List webhooks configured on a form.

• Action
  Update folder

  Update a folder.

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