Connect Clientary and Groundhogg

Both apps 30Clientary 17Groundhogg 13

• 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 Groundhogg.

• Trigger
  New Note

  Triggers when a new note is added in Groundhogg.

• Action
  Add Tags to Contact

  Applies one or more tags to a Groundhogg contact, by tag ID or name.

• Action
  Create Contact

  Creates a new contact in Groundhogg with an email address, name, opt-in status, owner, custom fields and tags.

• Action
  Create Note

  Adds a note to a Groundhogg contact's record.

• Action
  Create Tag

  Creates a new tag in Groundhogg.

• Action
  Delete Contact

  Permanently deletes a contact from Groundhogg.

• Action
  Find Contacts

  Finds Groundhogg contacts whose email or name matches the search text and returns the matching contact records.

• Action
  Get Contact

  Returns a single Groundhogg contact by its ID, including its details, custom fields and tags.

• Action
  List Tags

  Returns the tags defined in your Groundhogg site.

• Action
  Remove Tags from Contact

  Removes one or more tags from a Groundhogg contact.

• Action
  Send Email to Contact

  Sends one of your Groundhogg emails to a contact.

• Action
  Update Contact

  Updates an existing Groundhogg contact's details, custom fields and tags.

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