Connect Clientary and HubFit

Both apps 29Clientary 17HubFit 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
  Client Completed Workout

  Triggers when a client completes a workout.

• Trigger
  Client Submitted Check-In

  Triggers when a client submits a check-in.

• Trigger
  New Client Added

  Triggers when a new client is added to your workspace.

• Trigger
  New Purchase

  Triggers when a client purchases a package.

• Action
  Add New Client

  Creates a new client in your HubFit workspace.

• Action
  Add Task

  Adds a task to your workspace, optionally about a client and assigned to a team member.

• Action
  Find Client by Email

  Finds the client with exactly this email address.

• Action
  Get Client Information

  Returns a client's profile: name, email, status, tags, last check-in and last active dates.

• Action
  Get Task

  Returns one task with its status, due date, client and assignee.

• Action
  List clients

  Returns your HubFit clients, newest first, optionally filtered by name or email text, exact email, tag, or active/archived status.

• Action
  List nutrition logs

  Returns the days your clients logged food, newest first, with each day's nutrition totals and target. Optionally filter by client and date range.

• Action
  List tasks

  Returns your team's tasks, open or completed, optionally only those about one client or assigned to one coach.

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