Connect Clientary and MiiTel

Both apps 44Clientary 17MiiTel 27

• 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 Meeting

  Triggers when a new meeting recording is added in MiiTel.

• Trigger
  New Phone Call

  Triggers when a new phone call is recorded in MiiTel.

• Action
  Bulk partially update phone call legs

  Partially update multiple call-detail records, returning {"call_details": [...]}.

• Action
  Create a presigned URL to upload call audio

  Mint a presigned URL for (re-)uploading a call's audio recording.

• Action
  Delete a phone call leg comment

  Delete one comment from a call-detail record.

• Action
  Get a meeting

  Retrieve one video meeting record, wrapped as {"video": {...}}.

• Action
  Get a phone call

  Retrieve one parent phone call and its nested call legs.

• Action
  Get a phone call leg

  Retrieve one call-detail record, wrapped as {"call_detail": {...}}.

• Action
  Get phone call leg audio

  Stream the audio recording for one call.

• Action
  Increment playback count of a phone call leg

  Record a playback of this phone call leg; returns when it was recorded.

• Action
  List a meeting's viewers

  List the users who have played the video — paginated, most recent first.

• Action
  Remove tags from a meeting

  Remove one tag from a video meeting record.

• Action
  Retrieve all tags assigned to a meeting

  Retrieve all tags currently assigned to a video meeting record.

• Action
  Retrieve all tags assigned to a phone call leg

  Retrieve all tags currently assigned to a call detail record.

• Action
  Retrieve a meeting recording's phrase summaries

  Retrieve the summarized transcript phrase groups of a video, by start time.

• Action
  Retrieve a meeting recording's summaries

  Retrieve a video's AI-generated and manual summaries, newest first.

• Action
  Retrieve call quality metrics for a phone call leg

  Retrieve call quality metrics for a specific call detail record.

• Action
  Retrieve dial start timestamp of a phone call leg

  Retrieve a call detail's dial_starts_at (ISO 8601); 404 if the id is unknown.

• Action
  Retrieve the comment list of a meeting recording

  Retrieve a video detail's comments, wrapped as {"video_comments": [...]}.

• Action
  Retrieve the comment list of a phone call leg

  Retrieve a call leg's comments, wrapped as {"comments": [...]}.

• Action
  Retrieve the transcript of a meeting recording

  Retrieve a video's transcript, wrapped as {"phrases": [...]}.

• Action
  Retrieve the transcript of a phone call leg

  Retrieve a call's transcript, one entry per participant track.

• Action
  Retrieve topics extracted from a meeting recording transcript

  Retrieve the list of topics extracted from a video meeting transcript.

• Action
  Update a meeting recording summary

  Update the text of an existing summary on a video.

• Action
  Update a meeting's access permission settings

  Update the access permission of a video; returns the updated settings.

• Action
  Update a transcript phrase of a phone call leg

  Correct one transcript phrase, returning the stored phrase as {"phrase": {...}}.

• Action
  Update the after-call-work end time of a phone call leg

  Update a call detail's After Call Work end timestamp (ISO 8601); 409 if already finalized.

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