Connect Clientary and Membership.io

Both apps 32Clientary 17Membership.io 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 Audience

  Triggers when a new audience member is added.

• Trigger
  New Audience Tag

  Triggers when a new audience tag is created.

• Trigger
  New File

  Triggers when a new file is added to your library.

• Trigger
  New Folder

  Triggers when a new folder is created.

• Trigger
  New Hub

  Triggers when a new hub is created.

• Trigger
  New Playlist

  Triggers when a new playlist is created.

• Trigger
  New Widget or Plugin

  Triggers when a new widget or plugin is created.

• Action
  Add Achievement

  Awards manual achievements to an audience member.

• Action
  Add Audience Tag

  Attaches one or more tags to an audience member.

• Action
  Add File Tag

  Sets the tags on a file, replacing its current tags.

• Action
  Add Hub Access

  Grants an audience member access to one or more hubs.

• Action
  Add or Update Audience

  Creates an audience member, or updates the existing one with the same email.

• Action
  Find Audience

  Finds an audience member by email.

• Action
  Remove Audience Tag

  Removes one or more tags from an audience member.

• Action
  Remove Hub Access

  Revokes an audience member's access to one or more hubs.

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