Connect Clientary and OpsGenie

Both apps 32Clientary 17OpsGenie 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 alert

  Triggers when a new alert is created in OpsGenie, optionally limited to alerts matching a search query.

• Action
  Acknowledge alert

  Acknowledges an OpsGenie alert, optionally adding a note. The request is processed asynchronously and returns a request id.

• Action
  Add note to alert

  Adds a note to an existing OpsGenie alert. The note is processed asynchronously; the returned request id can be used to check its status.

• Action
  Assign alert

  Assigns an OpsGenie alert to a user as its owner.

• Action
  Close alert

  Closes an OpsGenie alert identified by its id, tiny id or alias. Closing is processed asynchronously and returns a request id.

• Action
  Close incident

  Closes an OpsGenie incident, optionally adding a note.

• Action
  Create Alert

  Creates a new alert in OpsGenie with a message, optional priority, responders, tags and custom details.

• Action
  Delete alert

  Deletes an OpsGenie alert by its id, tiny id or alias. The deletion is processed asynchronously and returns a request id.

• Action
  Get alert

  Returns a single OpsGenie alert, looked up by its id, tiny id or alias.

• Action
  Get incident

  Returns an OpsGenie incident by its id or tiny id, including its message, status, priority, responders, tags and custom properties.

• Action
  List alerts

  Returns alerts in your OpsGenie account, optionally filtered by a search query or a saved search, and sorted by the field you choose.

• Action
  List incidents

  Returns incidents matching a search query, sorted as requested.

• Action
  List schedules

  Returns all on-call schedules in the OpsGenie account, optionally with their rotations.

• Action
  List teams

  Returns all teams in the OpsGenie account, with each team's id, name and description.

• Action
  List users

  Returns the users in your Opsgenie account, optionally filtered by a search query and sorted.

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