Connect Clientary to Slybroadcast

Both apps 29Clientary 17Slybroadcast 12

• 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.

• Action
  Cancel Campaign

  Cancels a scheduled or running Slybroadcast campaign. A cancelled campaign cannot be restarted.

• Action
  Delete Audio File

  Deletes an audio file from your Slybroadcast account. Campaigns already scheduled with it still go out.

• Action
  Get Call Status

  Returns the delivery status of one phone number in a Slybroadcast campaign.

• Action
  Get Campaign Results

  Returns the delivery result for every phone number in a Slybroadcast campaign.

• Action
  Get Credit Balance

  Returns how many message credits remain in your Slybroadcast account and how many are pending for scheduled messages.

• Action
  List Audio Files

  Returns the audio files in your Slybroadcast account with their system file names, titles, creation dates and durations.

• Action
  Pause Campaign

  Pauses a running Slybroadcast campaign so it can be resumed later.

• Action
  Remove Numbers from Do Not Dial List

  Removes phone numbers from your Slybroadcast Do Not Dial list.

• Action
  Resume Campaign

  Resumes a paused Slybroadcast campaign.

• Action
  Start New Campaign Using an Audio File

  Sends a ringless voicemail campaign using an audio file already in your Slybroadcast account, to a list of phone numbers or an uploaded phone list.

• Action
  Start New Campaign Using an Audio URL

  Sends a ringless voicemail campaign using an audio file at a URL, to a list of phone numbers or an uploaded phone list.

• Action
  Stop Campaign

  Stops a running Slybroadcast campaign. A stopped campaign cannot be restarted.

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