Connect Clientary and Ninety

Both apps 42Clientary 17Ninety 25

• 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 Issue Created

  Triggered when a new issue is created in Ninety, optionally only on one team or only short-term vs long-term issues.

• Trigger
  New Measurable

  Triggered when a new measurable (KPI) is added to your Ninety scorecard, optionally only those tracked over a given period like weekly or monthly.

• Trigger
  New Team

  Triggered when a new team is created in your Ninety company.

• Trigger
  To-Do Created, Updated, or Deleted

  Triggered when a to-do is created or changed in Ninety — including being completed or archived — optionally only on one team or only personal to-dos. Ninety's API does not report hard deletions, so a removed to-do simply stops appearing rather than firing this trigger.

• Action
  Create Issue

  Creates an issue on a Ninety team's issues list.

• Action
  Create Milestone

  Creates a milestone on a Ninety rock, with a title and due date.

• Action
  Create Rock

  Creates a rock (a quarterly goal) for a Ninety team, with a due date, status and level.

• Action
  Create To-Do

  Creates a to-do on a Ninety team, with a due date and optional description.

• Action
  Delete Issue

  Deletes an existing Issue in Ninety by its ID.

• Action
  Delete Measurable Note

  Deletes the note on a Measurable for one scorecard period.

• Action
  Delete Measurable Score

  Deletes the score on a Measurable for one scorecard period.

• Action
  Delete Rock

  Deletes a Rock in Ninety by its ID. Returns the deleted Rock's ID along with the status Ninety returned.

• Action
  Delete To-Do

  Deletes a to-do in Ninety by its ID. Use it to remove a to-do that was created by mistake or is no longer needed.

• Action
  Find Issue

  Searches Ninety for issues matching the words you provide, optionally narrowed to one team or to short-term vs long-term issues. Returns the matching issues.

• Action
  Find Measurable

  Searches Ninety's scorecard for measurables (KPIs) matching the words you provide, optionally limited to a tracking period like weekly or monthly. Returns the matching measurables.

• Action
  Find Milestone

  Searches Ninety for milestones by title. Ninety carries milestones on their rocks, so this reads the rocks (optionally just one team's) and returns the milestones whose title matches, optionally limited to a single rock.

• Action
  Find Rock

  Searches Ninety for rocks (quarterly goals) matching the words you provide, optionally narrowed to one team or one status. Returns the matching rocks.

• Action
  Find Team

  Returns the teams in your Ninety company, optionally only those whose name contains the words you provide. Use it to get the team ID other Ninety actions need.

• Action
  Find To-Do

  Searches Ninety for to-dos matching the words you provide, optionally narrowed to one team, to personal to-dos, or to finished vs open ones. Returns the matching to-dos.

• Action
  Update Issue

  Changes an existing issue in Ninety — its title, detail, team, priority, short-term/long-term setting, or whether it is solved. Fields you leave blank are left as they are.

• Action
  Update Measurable Note

  Saves the note on a Ninety scorecard measurable for one period, replacing any note already there.

• Action
  Update Measurable Score

  Records the score on a Ninety scorecard measurable for one period, replacing any score already there.

• Action
  Update Milestone

  Changes an existing milestone in Ninety — its title, detail, due date, owner, or whether it is finished. Fields you leave blank are left as they are.

• Action
  Update Rock

  Changes an existing rock (quarterly goal) in Ninety — its title, detail, status, owner, team, quarter, due date, or whether it is archived. Fields you leave blank are left as they are.

• Action
  Update To-Do

  Changes an existing to-do in Ninety — its title, detail, due date, owner, team, repeat setting, or whether it is done or archived. Fields you leave blank are left as they are.

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