Connect Clientary to Manatal

Both apps 83Clientary 17Manatal 66

• 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 a Candidate

  Creates a new candidate in Manatal and returns the created candidate record.

• Action
  Create a Job

  Creates a new job in Manatal, assigned to an organization.

• Action
  Create Candidate Attachment

  Adds an attachment to a candidate in Manatal from a file URL, and returns the attachment that was created.

• Action
  Create Candidate Note

  Adds a note to a candidate in Manatal and returns the created note.

• Action
  Create Candidate Resume

  Uploads a resume file to a candidate in Manatal from a file link.

• Action
  Create Candidate Social Media

  Adds a social media profile to a candidate and returns the created profile.

• Action
  Create Contact

  Creates a contact in Manatal, linked to an organization.

• Action
  Create Contact Attachment

  Adds a file attachment to a contact, using a link to the file, and returns the new attachment.

• Action
  Create Contact Note

  Adds a note to a contact in Manatal.

• Action
  Create Job Attachment

  Adds a file attachment to a job, given a link to the file, and returns the created attachment.

• Action
  Create Job Note

  Creates a note on a job in Manatal and returns the new note.

• Action
  Create Match

  Adds a candidate to a job in Manatal, creating a match between them.

• Action
  Create Match Attachment

  Adds an attachment, given by a link to the file, to a match between a candidate and a job, and returns the created attachment.

• Action
  Create Match Note

  Adds a note to a match, the link between a candidate and a job, and returns the created note.

• Action
  Create Organization

  Creates a new organization (client company) in Manatal.

• Action
  Create Organization Attachment

  Adds a file attachment, given by a link to the file, to an organization in Manatal and returns the created attachment.

• Action
  Create Organization Note

  Creates a note on an organization in Manatal.

• Action
  Get Candidate

  Returns a candidate by id, including their contact details, source, skills, tags, industries and custom field values.

• Action
  Get Candidate Attachment

  Returns one attachment on a candidate, including its name, description and file link.

• Action
  Get Candidate Note

  Returns a single note on a candidate, including its text, author and creation time.

• Action
  Get Candidate Social Media

  Returns one social media profile saved on a candidate, including its network, web address, username and enrichment state. An error occurs if the profile is not found.

• Action
  Get Contact

  Returns a contact by its id, including the organization it belongs to and its custom field values.

• Action
  Get Contact Attachment

  Returns one attachment on a contact, including its name, description and a link to the file.

• Action
  Get Contact Note

  Returns a single note on a contact, including its text, the user who wrote it and when it was created.

• Action
  Get Job

  Returns a job by its id, including its position, status, salary, location and custom field values.

• Action
  Get Job Attachment

  Returns a single attachment on a job, including its name, description and a link to the file.

• Action
  Get Job Note

  Returns a single note on a job, including its text, author and creation time. An error occurs if the note is not found.

• Action
  Get Match

  Returns a match (a candidate's link to a job) by its id, including its pipeline stage, key dates and custom field values.

• Action
  Get Match Attachment

  Returns a single attachment on a match (a candidate's application to a job), including its name, description and file link.

• Action
  Get Match Note

  Returns one note on a match, including its text, author and creation time.

• Action
  Get Organization

  Returns a single organization by its id, including its custom field values.

• Action
  Get Organization Attachment

  Returns one attachment on an organization, including its name, description and a link to the file.

• Action
  Get Organization Note

  Returns one note on an organization, including its text, author and creation time.

• Action
  Retrieve Candidate Matches List

  Returns every job match for a candidate, including each match's job, pipeline stage and key dates.

• Action
  Retrieve Job Matches List

  Returns every candidate match for a job, including each match's pipeline stage and key dates.

• Action
  Search Candidate Attachments

  Returns a candidate's attachments, optionally narrowed to those whose name contains the text you enter.

• Action
  Search Candidate Notes

  Returns a candidate's notes, optionally only those whose text contains the words you enter.

• Action
  Search Candidate Resume

  Returns the resumes on file for a candidate, each with its ID, file link and creation time.

• Action
  Search Candidate Social Media

  Returns a candidate's social media profiles, optionally limited to one social network.

• Action
  Search Contact Attachments

  Returns a contact's attachments, optionally narrowed to those whose name contains the text you enter.

• Action
  Search Contact Notes

  Returns the notes on a contact, optionally only those containing the text you specify.

• Action
  Search Contacts

  Searches your Manatal contacts by name, email, phone, organization or created/updated dates and returns the matching contacts.

• Action
  Search Job Attachments

  Returns the attachments on a job, optionally narrowed to those whose name contains the text you provide.

• Action
  Search Job Notes

  Returns the notes on a job, optionally only those whose text contains the words you specify.

• Action
  Search Jobs

  Returns the jobs that match the search criteria you provide, such as position name, organization, status, location or date ranges.

• Action
  Search Match Attachments

  Returns the attachments on a match (a candidate in a job pipeline), optionally only those whose name contains the text you give.

• Action
  Search Matches

  Returns the matches (candidates linked to jobs) in your Manatal account that meet the filters you set, such as external id, pipeline stage, or hire, submit, interview, offer, drop, create and update dates.

• Action
  Search Match Notes

  Returns the notes on a match, optionally narrowed to those containing the text you specify.

• Action
  Search Organization Attachments

  Returns the attachments on a Manatal organization, optionally narrowed to those whose name contains the text you provide.

• Action
  Search Organization Notes

  Returns the notes on a Manatal organization, optionally only those whose text contains the words you give.

• Action
  Search Organizations

  Searches organizations by name, owner, address, website, external ID or date ranges and returns the matching organizations.

• Action
  Update Candidate

  Updates an existing candidate by id, changing only the details you fill in, and returns the updated candidate.

• Action
  Update Candidate Attachment

  Updates an existing attachment on a candidate, such as its name, file link or description.

• Action
  Update Candidate Note

  Updates the text of an existing note on a candidate and returns the updated note.

• Action
  Update Contact

  Updates an existing contact in Manatal. Only the fields you fill in are changed.

• Action
  Update Contact Attachment

  Updates the name, file link, description or creator of an attachment on a contact and returns the updated attachment.

• Action
  Update Contact Note

  Updates the text of an existing note on a contact and returns the updated note.

• Action
  Update Job

  Updates an existing job in Manatal. Only the fields you fill in are changed.

• Action
  Update Job Attachment

  Updates the name, file link, description or creator of an attachment on a job, and returns the updated attachment.

• Action
  Update Job Note

  Updates the text of an existing note on a job and returns the updated note.

• Action
  Update Match

  Updates an existing match (a candidate's application to a job) in Manatal, such as its owner, pipeline stage, status or key dates.

• Action
  Update Match Attachment

  Updates the name, file link, description or creator of an attachment on a match.

• Action
  Update Match Note

  Updates the text of an existing note on a match and returns the updated note.

• Action
  Update Organization

  Updates an existing organization in Manatal, changing only the details you provide.

• Action
  Update Organization Attachment

  Updates the name, file link, description or creator of an attachment on a Manatal organization and returns the updated attachment.

• Action
  Update Organization Note

  Updates the text of an existing note on an organization in Manatal.

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