Connect Clientary to Truelist

Both apps 24Clientary 17Truelist 7

• 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
  Create Batch

  Creates a batch from a list of email addresses for bulk validation.

• Action
  Delete Batch

  Permanently deletes a Truelist batch and its results. Only completed batches can be deleted.

• Action
  Download Batch Results

  Returns the CSV download links for a Truelist batch's validation results: all emails annotated with results, safest bet, highest reach, and only invalid.

• Action
  Estimate Batch

  Estimate the credit cost and processing time for a list of emails before creating a batch. Does not create a batch or consume credits.

• Action
  Get Batch

  Retrieve a single batch by its UUID, including its processing state, result counts and CSV download links.

• Action
  List Emails

  Retrieve email validation results from your Truelist account, optionally filtered by batch, state, sub-state or address. Returns the first page of results (up to 25).

• Action
  Validate Email

  Verifies up to 3 email addresses in real time and returns each address's verification result.

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