Connect Clientary to Magic Heidi

Both apps 22Clientary 17Magic Heidi 5

• 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.

• Action
  Create Expense

  Creates an expense in your Magic Heidi account, with its amount, VAT rate, category and payment method, and returns the stored expense.

• Action
  Create Invoice

  Creates an unpaid, unsent draft invoice (or quote) in your Magic Heidi account for an existing or new client, and returns the stored invoice with its number and totals.

• Action
  Create Temporary Invoice (Not Saved to Your Account)

  Generates a Swiss QR-bill invoice PDF and returns a download link that expires after 24 hours. The invoice is not saved to your Magic Heidi account.

• Action
  Get Expense

  Fetches an expense by ID. An error occurs if the expense is not found.

• Action
  Get Invoice

  Returns one Magic Heidi invoice or quote, with its lines, client, payments, due date and computed totals.

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