Connect Clientary and Microsoft Entra ID

Both apps 33Clientary 17Microsoft Entra ID 16

• 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 Group

  Triggers when a new group is created in your Microsoft Entra ID directory.

• Trigger
  New User

  Triggers when a new user is created in your Microsoft Entra ID directory.

• Action
  Add User to Group

  Adds a user as a member of a group in your Microsoft Entra ID directory.

• Action
  Create Group

  Creates a new security group or Microsoft 365 group in your Microsoft Entra ID directory.

• Action
  Create User

  Creates a new user in your Microsoft Entra ID directory with a starting password.

• Action
  Delete Group

  Deletes a group from your Microsoft Entra ID directory.

• Action
  Delete User

  Deletes a user from your Microsoft Entra ID directory. Deleted users can be restored for 30 days.

• Action
  Disable User

  Disables an existing user's account so they can no longer sign in. The user and their data are kept.

• Action
  Find Group

  Returns the groups whose name matches the name you give, either exactly or by how it starts, plus the first match on its own.

• Action
  Find User

  Finds a user in your Microsoft Entra ID directory whose email address or sign-in name matches the one you give. Returns nothing when no user matches.

• Action
  Get Group

  Fetches a group by ID. An error occurs if the group is not found.

• Action
  Get User

  Returns a user's profile from your Microsoft Entra ID directory by object ID or sign-in name.

• Action
  List Group Members

  Returns all direct members of a group: users, nested groups, devices and service principals.

• Action
  Remove User from Group

  Removes a user from a group in your Microsoft Entra ID directory.

• Action
  Update Group

  Updates the name, description or settings of a group in your Microsoft Entra ID directory. Fields left blank are not changed.

• Action
  Update User

  Updates the profile details of an existing user in your Microsoft Entra ID directory. Fields left blank are not changed.

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