Connect Clientary and Ubidots

Both apps 35Clientary 17Ubidots 18

• 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
  Device Is Updated

  Triggers when a device is created or any of its fields (name, description, tags, properties, organization, status) changes.

• Trigger
  Event Is Triggered

  Triggers when a chosen Ubidots event fires, returning the new log entry for that event.

• Trigger
  Variable Updated

  Triggers when a variable is created or its settings (name, description, unit, tags, properties) change.

• Action
  Add device

  Creates a new device in your Ubidots account.

• Action
  Add event

  Creates a new Ubidots event (alert rule) with its triggers, actions and active schedule.

• Action
  Add variable

  Creates a new variable on a Ubidots device.

• Action
  Create Dot

  Sends a single Dot (a value with optional timestamp and context) to a variable on a device. The device and variable are created automatically if they do not exist.

• Action
  Create Multiple Dots on Same Device

  Sends values to one or more variables of a Ubidots device in a single call, creating the device and variables if they do not exist.

• Action
  Delete device

  Permanently deletes a device and its variables from your Ubidots account.

• Action
  Delete variable

  Permanently deletes a variable and its data from Ubidots.

• Action
  Get data series

  Returns time-series values for one or more variables over a time range, each with its device and variable details.

• Action
  Get device

  Returns a single Ubidots device, looked up by its ID or label.

• Action
  Get device last values

  Returns the most recent value of every variable on a Ubidots device.

• Action
  Get variable

  Returns a single Ubidots variable, including its device, unit, tags, properties and last value.

• Action
  List devices

  Returns the devices in your Ubidots account, with their labels, names, tags and activity details.

• Action
  List variables

  Returns the variables in the Ubidots account, each with its device, label, name, type, unit and last value.

• Action
  Update device

  Updates the specified fields of an existing Ubidots device, such as its name, label, description, tags, properties or organization, and returns the updated device.

• Action
  Update variable

  Updates the specified fields of an existing Ubidots variable, such as its name, label, unit, tags or description. Returns the updated variable.

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