Connect Clientary and Hiro.fm

Both apps 30Clientary 17Hiro.fm 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 Episode

  Triggers when a new episode is added to a Hiro.fm show.

• Trigger
  New Listener via Hiro Sales Page or Keyword

  Triggers when a new listener (contact) is added in Hiro.fm, including listeners who join from your sales page. Optionally limited to one show.

• Trigger
  New Show

  Triggers when a new show is created in your Hiro.fm account.

• Action
  Delete Contact

  Deletes a Hiro.fm contact, identified by ID, email or phone number.

• Action
  Delete Episode

  Deletes an episode from a Hiro.fm show.

• Action
  Find Customer

  Searches Hiro.fm contacts (listeners) by name, email, phone, tag or show and returns the matches.

• Action
  Get Contact

  Returns one Hiro.fm contact (listener), including name, email, phone, shows they can access and tags.

• Action
  Get Episode

  Returns one episode of a Hiro.fm show, including its title, audio link, duration, notes and release settings.

• Action
  Get Show

  Returns one Hiro.fm show's details, including its title, creator, summary, release settings and sales page link.

• Action
  List Episodes

  Returns all episodes of a Hiro.fm show with their titles, audio links, durations and release settings.

• Action
  List Shows

  Returns all of your Hiro.fm shows with their titles, creators, release settings and sales page links.

• Action
  Resend Access Messages

  Resends a contact's access messages for a Hiro.fm show. Identify the contact by ID, email or phone number.

• Action
  Upload Episode Audio

  Uploads an audio file (such as an MP3) to an episode of a Hiro.fm show from a file URL.

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