Connect Clientary and WaiverForever

Both apps 29Clientary 17WaiverForever 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.

• Trigger
  New Waiver Accepted

  Triggers when a signed waiver is accepted (approved), optionally for one template.

• Trigger
  New Waiver Submitted

  Triggers when a new waiver is signed and submitted, optionally for one template.

• Action
  Accept Waiver

  Accepts a waiver that is in pending status.

• Action
  Create Request Group

  Creates a waiver request group for a template and returns its shareable signing link.

• Action
  Create Tracking Waiver Request

  Creates a one-off signing link for a template and returns the link plus a tracking ID.

• Action
  Find Waivers

  Searches signed waivers by keyword, template, status, reference number or signing date range.

• Action
  Get Request Group

  Returns one waiver request group, optionally with the waivers signed against it.

• Action
  Get Waiver

  Returns one signed waiver, including its field answers, status and PDF link.

• Action
  List Request Groups

  Returns the waiver request groups for a template, optionally filtered by name or status.

• Action
  List Templates

  Returns every waiver template in the WaiverForever account.

• Action
  Update Request Group

  Updates a waiver request group's name, size, note or contact info.

• Action
  Update Waiver Note

  Sets the note on a signed waiver.

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