Connect Clientary and MailWizz

Both apps 32Clientary 17MailWizz 15

• 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 Subscriber

  Triggers when a new confirmed subscriber is added to a MailWizz list.

• Trigger
  New Unubscriber

  Triggers when a subscriber unsubscribes from a MailWizz list.

• Action
  Add campaign

  Creates an email campaign for a list, with its sender details, schedule and content.

• Action
  Add list

  Creates a new email list in MailWizz with its name, description, sender defaults and optional notification and company details.

• Action
  Create Subscriber

  Adds a new subscriber to a MailWizz list.

• Action
  Delete list

  Deletes a list and its subscribers from your MailWizz account.

• Action
  Delete subscriber

  Permanently deletes a subscriber from a MailWizz list. No email is sent to the subscriber.

• Action
  Find Subscriber by Email

  Finds a subscriber in a MailWizz list by email address.

• Action
  Get campaign

  Returns one MailWizz campaign, including its name, type, sender details, subject, status, schedule and target list.

• Action
  Get list

  Returns one email list's details: general info, sender defaults, notification settings and company address.

• Action
  List campaigns

  Returns the campaigns in your MailWizz account, optionally only those for one list.

• Action
  Send transactional email

  Sends a one-off transactional email through MailWizz to a single recipient, now or at a scheduled time.

• Action
  Unsubscribe Subscriber

  Unsubscribes a subscriber from a MailWizz list silently (no email is sent).

• Action
  Update list

  Updates an existing MailWizz list's name, description, sender defaults, notifications and company details.

• Action
  Update subscriber

  Updates an existing subscriber's email and field values on a MailWizz list.

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