Connect Clientary and Jabber

Both apps 30Clientary 17Jabber 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 Registered User

  Triggers when a new user account is registered on a virtual host.

• Trigger
  New Room

  Triggers when a new multi-user chat room appears on a MUC service.

• Action
  Add Roster Contact

  Adds a contact to a local user's roster.

• Action
  Check Account Exists

  Checks whether a user account exists on a virtual host.

• Action
  Create Room

  Creates a multi-user chat room on a MUC service.

• Action
  Get Roster

  Returns the contacts in a local user's roster.

• Action
  Get vCard Field

  Returns one field of a user's vCard, such as full name or nickname.

• Action
  List Connected Sessions

  Returns the full JIDs of all users currently connected to the server.

• Action
  List Registered Users

  Returns the usernames registered on a virtual host.

• Action
  List Rooms

  Returns the JIDs of existing multi-user chat rooms.

• Action
  Register User

  Creates a new user account on an ejabberd virtual host and returns its JID.

• Action
  Send Message

  Sends a chat, normal, headline or groupchat message from one JID to another.

• Action
  Unregister User

  Deletes a user account and all its data (roster, vCard).

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