Connect Clientary and Postman

Both apps 48Clientary 17Postman 31

• 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 Collection

  Triggered when a new collection is created.

• Trigger
  New Environment

  Triggers when you need to list environments. Optionally filter by workspace.

• Trigger
  New Mock Server

  Triggers when you need to list mock servers. Optionally filter by workspace.

• Trigger
  New Monitor

  Triggered when a new monitor is created in Postman.

• Trigger
  New Workspace

  Triggered when a new workspace is created.

• Action
  Create Collection

  Creates a new Postman collection.

• Action
  Create Environment

  Creates a new Postman environment with optional variables.

• Action
  Create Folder

  Creates a folder inside a collection.

• Action
  Create Mock Server

  Creates a new mock server from a collection.

• Action
  Create Monitor

  Creates a new Postman monitor for a collection.

• Action
  Create Request

  Creates a new request in a Postman collection.

• Action
  Create Workspace

  Creates a new Postman workspace.

• Action
  Delete Collection

  Delete a collection by ID.

• Action
  Delete Environment

  Delete an environment by ID.

• Action
  Delete Mock Server

  Delete a mock server by ID.

• Action
  Delete Monitor

  Delete a monitor by ID.

• Action
  Delete Workspace

  Delete a workspace by ID.

• Action
  Find Collection by ID

  Returns a single collection by ID.

• Action
  Find Environment by ID

  Returns a single environment by ID.

• Action
  Find Mock Server by ID

  Returns a single mock server by ID.

• Action
  Find Monitor by ID

  Returns a single monitor by ID.

• Action
  Find Workspace by ID

  Returns a single workspace by ID.

• Action
  List Collections

  List all collections accessible to the API key, optionally filtered by workspace.

• Action
  List Environments

  List all environments accessible to the API key, optionally filtered by workspace.

• Action
  List Workspaces

  List all workspaces accessible to the API key.

• Action
  Run Monitor

  Runs a Postman monitor and returns the run results.

• Action
  Update Collection

  Replaces an existing collection with the name, requests and settings you supply.

• Action
  Update Environment

  Updates an existing environment.

• Action
  Update Mock Server

  Update a mock server's config.

• Action
  Update Monitor

  Updates an existing monitor.

• Action
  Update Workspace

  Updates an existing workspace.

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