Connect Clientary and Manychat

Both apps 30Clientary 17Manychat 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 or Updated Custom Field

  Triggers when a subscriber custom field is created on the Manychat page, or an existing one's name, type or description changes.

• Action
  Add custom field

  Creates a new subscriber custom field on your Manychat page, with the name, data type and description you choose.

• Action
  Add tag

  Creates a new tag on your Manychat page.

• Action
  Create Subscriber

  Creates a new Manychat subscriber (contact) from a name plus an email, phone or WhatsApp number, and returns the created subscriber.

• Action
  Delete tag

  Deletes a tag from your Manychat page and removes it from every subscriber that has it. This cannot be undone.

• Action
  Find User by Name

  Returns up to 100 subscribers whose full name matches the name you specify.

• Action
  Get page info

  Returns details of the connected Manychat page: its id, name, category, avatar, username, about text, description, Pro status and timezone.

• Action
  List custom fields

  Returns every subscriber custom field defined on the Manychat page, with each field's id, name, type and description.

• Action
  List flows

  Returns all automations (flows) on the connected Manychat page, along with the folders they are organized in.

• Action
  List tags

  Returns every tag defined on your Manychat page, with each tag's id and name.

• Action
  Send flow

  Sends one of your Manychat automations (flows) to a subscriber.

• Action
  Set bot field

  Sets the value of a Manychat bot field (an account-wide field shared by all subscribers).

• Action
  Set Custom Field

  Sets the value of one custom user field on a Manychat subscriber.

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