Connect Clientary and Get a Newsletter

Both apps 28Clientary 17Get a Newsletter 11

• 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 contact

  Triggers when a new contact is added to your Get a Newsletter account, optionally only for one list.

• Action
  Add list

  Creates a new contact list in Get a Newsletter with a name and optional description.

• Action
  Create Contact

  Creates a new contact in Get a Newsletter, optionally subscribing it to lists and setting its attributes.

• Action
  Create Subscription

  Subscribes an existing contact to one of your lists.

• Action
  Delete contact

  Deletes a contact from your Get a Newsletter account by email address.

• Action
  Get contact

  Returns a contact by email address, including their name, custom attributes and list subscriptions.

• Action
  Get list

  Returns a single mailing list, including its name, description and subscriber counts.

• Action
  List contacts

  Returns contacts in your Get a Newsletter account, optionally filtered by email, name, list, activity and created/updated dates.

• Action
  List lists

  Returns the newsletter lists in your Get a Newsletter account, with their names and subscriber counts.

• Action
  Unsubscribe Contact

  Unsubscribes a contact from a list by cancelling their subscription. Returns the updated subscription.

• Action
  Update Contact

  Updates an existing contact's name, email, SMS number, list subscriptions or attribute values. Fields left blank are not changed.

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