--- title: "Connect Clientary and Podio - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Create Task\" in Podio, or \"Item Updated\" in Podio to \"Add contact\" in Clientary." canonical: "https://apiant.ai/connect/clientary-to-podio" --- # Connect Clientary and Podio When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Create Task** in [Podio](https://apiant.ai/connections/podio), or **Item Updated** in Podio to **Add contact** in Clientary. Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions Podio **8** triggers Podio **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Clientary and Podio to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Clientary and Podio can do together ### From Clientary to Podio - When **New Expense** in Clientary then **Create Task** in Podio - When **New Invoice** in Clientary then **Update task** in Podio ### From Podio to Clientary - When **Item Updated** in Podio then **Add contact** in Clientary - When **New Activity** in Podio then **Create Invoice** in Clientary Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Clientary and Podio ## Triggers and actions 11 triggers · 28 actions - 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 **Item Updated** Fires when an item in the chosen Podio app is created or edited (each new item revision). - Trigger **New Activity** Fires when activity occurs on any object (item, status, task, action, file) in the connected user's global Podio stream. - Trigger **New Application** Fires when a new Podio app becomes available to the connected user. - Trigger **New Item** Triggers when you add a new item, record or entry to an app (standard or custom). - Trigger **New Organization** Triggers when you add a new organization. - Trigger **New Task** Triggers when you add a new task. - Trigger **New View** Fires when a new view is created on a Podio app. - Trigger **New Workspace** Fires when a new workspace appears among the workspaces you are a member of, across all your organizations. - Action **Add comment** Add a comment to an object (item, task, status). - Action **Attach File** Upload a file to Podio and attach it to an item, task, comment, or status message. - Action **Create Item** Create a new item, record or entry inside an app (standard or custom). - Action **Create Status** Add a status update to a workspace stream. - Action **Create Task** Create a new task. - Action **Delete item** Delete an item. - Action **Find Item** Find an item by title in an app. - Action **Get app** Get an app definition including fields. - Action **Get item** Get an item by id. - Action **Get Status** Returns a status message posted to a workspace, with its text and author. - Action **Get task** Get a task by id. - Action **List items** List items in an app with paging/sort. - Action **Update Item** Update an item, record or entry inside an app (standard or custom). - Action **Update task** Update a task's text, due date, responsible etc. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Podio** Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in...](https://apiant.ai/connections/podio) Reviews ## What our customers say ## More from Clientary - [ **Clientary to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clientary-to-hubspot) - [ **Clientary to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clientary-to-salesforce) - [ **Clientary to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clientary-to-slack) - [ **Clientary to Google Sheets** Google Sheets](https://apiant.ai/connect/clientary-to-google-sheets) - [ **Clientary to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clientary-to-gmail) - [ **Clientary to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clientary-to-google-calendar) ## More into Podio - [ **HubSpot to Podio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-podio) - [ **Google Sheets to Podio** Google Sheets](https://apiant.ai/connect/google-sheets-to-podio) - [ **Gmail to Podio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-podio) - [ **Google Calendar to Podio** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-podio) - [ **Google Drive to Podio** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-podio) - [ **Mailchimp to Podio** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-podio) Questions ## Clientary and Podio, answered ### ### What can start an automation from Clientary? Any of Clientary's 3 triggers in the catalog, including New Expense, New Invoice and New Staff. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Podio when something happens in Clientary? Any of Podio's 14 actions, including Create Item, Create Status, Create Task and Update Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Podio to Clientary? Yes. When something happens in Podio, your agent can act in Clientary too. This page covers both directions: Podio's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or Podio? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Clientary and Podio without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.