Connect Clientary and Mojo Helpdesk

Both apps 44Clientary 17Mojo Helpdesk 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 Ticket

  Triggers when a new ticket is created in Mojo Helpdesk.

• Trigger
  New Ticket With Due On

  Triggers when a new Mojo Helpdesk ticket that has a due date is created.

• Trigger
  New Ticket With Scheduled On

  Triggers when a new Mojo Helpdesk ticket that has a scheduled date is created.

• Trigger
  New User

  Triggers when a new user is created in Mojo Helpdesk.

• Action
  Add asset

  Creates a new asset in Mojo Helpdesk Asset Management and returns the created asset.

• Action
  Add Comment to Ticket

  Adds a public comment to a Mojo Helpdesk ticket.

• Action
  Add Staff Note to Ticket

  Adds an internal staff-only note to a Mojo Helpdesk ticket.

• Action
  Add Tag to Ticket

  Adds a tag to a Mojo Helpdesk ticket, creating the tag if it does not exist.

• Action
  Add task to ticket

  Creates a task on a ticket, with optional notes, due date, assignee and completion status.

• Action
  Create Ticket

  Creates a new ticket in Mojo Helpdesk and returns it.

• Action
  Create User

  Creates a new user in Mojo Helpdesk.

• Action
  Delete ticket

  Permanently deletes a ticket, including its comments and attachments.

• Action
  Delete user

  Permanently deletes a user from Mojo Helpdesk. This cannot be undone.

• Action
  Find assets by criteria

  Returns the assets that match a search query, such as a name, tag, serial number, location or assigned user.

• Action
  Find User by Email

  Finds a Mojo Helpdesk user by email address.

• Action
  Get asset

  Returns the details of a single asset, including its status, location, assigned users and attached files.

• Action
  Get Ticket

  Returns one Mojo Helpdesk ticket by its ID, including title, description, status, priority and assignee.

• Action
  Get User

  Returns one Mojo Helpdesk user by ID.

• Action
  List comments

  Returns the comments on a Mojo Helpdesk ticket, including staff notes.

• Action
  List ticket queues

  Returns the ticket queues in your Mojo Helpdesk account, with each queue's id, name and email settings.

• Action
  List tickets

  Returns the tickets in your Mojo Helpdesk, sorted by the field and order you choose.

• Action
  List users

  Returns the users (end users and agents) in your Mojo Helpdesk account.

• Action
  Remove tag from ticket

  Removes a tag from a ticket, identified by the tag's ID or label, and returns the ticket's remaining tags.

• Action
  Search Tickets

  Finds Mojo Helpdesk tickets matching a search query (same syntax as the web app's advanced search).

• Action
  Update asset

  Updates an existing asset in Mojo Helpdesk, changing only the fields you supply.

• Action
  Update Ticket

  Updates an existing Mojo Helpdesk ticket; only the fields you supply change.

• Action
  Update User

  Updates a Mojo Helpdesk user's details; only the fields you supply change (email cannot be changed here).

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