Connect Clientary and Print.one Postcards

Both apps 34Clientary 17Print.one Postcards 17

• 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 Campaign

  Triggers when a new campaign is created in Print.one.

• Trigger
  New Campaign Item

  Triggers when a new postcard is added to a Print.one campaign.

• Action
  Cancel Campaign Item

  Cancels a postcard in a Print.one campaign before it is printed.

• Action
  Create Campaign Item

  Creates a postcard for a recipient in a Print.one campaign; set draft to hold it before sending.

• Action
  Delete coupon

  Deletes a coupon from your Print.one account.

• Action
  Get Campaign

  Returns one Print.one campaign.

• Action
  Get Campaign Item

  Returns one postcard in a Print.one campaign, with its status.

• Action
  List campaign items

  Returns the items (postcards) in a campaign, optionally filtered by status, format, dates and more.

• Action
  List Campaigns

  Returns the Print.one campaigns in the account.

• Action
  List Coupons

  Returns the coupon lists in the Print.one account.

• Action
  List mailings

  Returns the mailings of a Print.one campaign, optionally filtered by status, destination or creation date.

• Action
  Pause campaign

  Pauses a campaign so it stops sending out items; new orders are still accepted and held until the campaign is resumed.

• Action
  Resume campaign

  Resumes a paused campaign so it starts sending out postcards again, and returns the updated campaign.

• Action
  Send Campaign Item

  Sends a draft postcard in a Print.one campaign.

• Action
  Update campaign

  Updates a campaign's name, description, default return address, Postfilter category or billing ID.

• Action
  Update campaign item

  Updates the recipient address or personalization values of a campaign item (postcard) that has not yet been sent.

• Action
  Validate Address

  Checks a postal address with Print.one and returns the validation result.

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