Connect Clientary and Pinpoint

Both apps 38Clientary 17Pinpoint 21

• 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
  Application Stage Update

  Triggers when an application moves to a different hiring stage in Pinpoint.

• Trigger
  New Application

  Triggers when a new job application is submitted in Pinpoint.

• Trigger
  New Job

  Triggers when a new job is created in Pinpoint, returning the job's details and custom field values.

• Trigger
  New Talent Pipeline Candidate

  Triggers when a new candidate is added to your talent pipeline (job seekers) in Pinpoint.

• Action
  Add application

  Creates a new application (candidate applying) for a job in Pinpoint.

• Action
  Add comment

  Adds a comment to an application, candidate or job seeker in Pinpoint and returns the new comment.

• Action
  Add job

  Creates a new job in Pinpoint with its title, description, compensation, application form settings and organisational links.

• Action
  Add requisition

  Creates a requisition in Pinpoint from a requisition template and returns the new requisition.

• Action
  Get application

  Returns a single application by its id, optionally with related records such as the candidate, job, stage and custom attributes.

• Action
  Get candidate

  Returns a single Pinpoint candidate by ID, with optional related applications, job seekers, skills, HRIS references and custom attributes.

• Action
  Get job

  Returns one job by its id, including its custom field values and any related records you ask for.

• Action
  List applications

  Returns applications in your Pinpoint account, optionally filtered by job, candidate, stage, dates or other criteria.

• Action
  List candidates

  Returns the candidates in your Pinpoint account, optionally narrowed by creation or update date, phone number, external reference or blocked status.

• Action
  List comments

  Returns comments left on applications, candidates, jobs and other records in Pinpoint, optionally filtered by the record they belong to or by date.

• Action
  List interviews

  Returns interviews scheduled in Pinpoint, optionally filtered by time, application or attendance.

• Action
  List job postings

  Returns the job postings in your Pinpoint account, with optional filters for status, job, department, division, location, employment type, workplace type and dates.

• Action
  List jobs

  Returns the jobs in your Pinpoint account, optionally filtered by status, department, location, dates and more.

• Action
  List requisitions

  Returns the requisitions in your Pinpoint account, with optional filters by identifier and by created or updated date.

• Action
  List users

  Returns the users in your Pinpoint account, optionally filtered by email, employee status or the jobs they manage, create or interview for.

• Action
  Update application

  Updates an existing application's candidate details, address, hire date, start date or attached CV and cover letter.

• Action
  Update candidate

  Updates an existing candidate's personal and contact details in Pinpoint.

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