--- title: "Connect Clientary and Woodpecker.co - APIANT.ai" description: "When \"New Expense\" fires in Clientary, your agent runs \"Find Prospect Email\" in Woodpecker.co." canonical: "https://apiant.ai/connect/clientary-to-woodpecker-co" --- # Connect Clientary and Woodpecker.co When **New Expense** fires in [Clientary](https://apiant.ai/connections/clientary), your agent runs **Find Prospect Email** in [Woodpecker.co](https://apiant.ai/connections/woodpecker-co), or **Campaign Completed** in Woodpecker.co to **Add contact** in Clientary. Describe the whole flow and it is built, tested on every scenario and kept running. Clientary **3** triggers Clientary **14** actions Woodpecker.co **20** triggers Woodpecker.co **5** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Clientary and Woodpecker.co to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Clientary and Woodpecker.co can do together ### From Clientary to Woodpecker.co - When **New Expense** in Clientary then **Find Prospect Email** in Woodpecker.co - When **New Invoice** in Clientary then **Create/Update Prospect** in Woodpecker.co ### From Woodpecker.co to Clientary - When **Campaign Completed** in Woodpecker.co then **Add contact** in Clientary - When **Manual Task Created** in Woodpecker.co then **Create Invoice** in Clientary Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Clientary and Woodpecker.co ## Triggers and actions 23 triggers · 19 actions - 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 **Campaign Completed** Triggers when a Woodpecker campaign status changes to COMPLETED. - Trigger **Email Opened** Triggers when a prospect opens your email. - Trigger **Email Sent** Triggers when Woodpecker sends an email to prospect from campaign. - Trigger **Follow-Up After Autoreply** Triggers when you set a date for resuming follow-ups after you got an autoreply from a prospect. - Trigger **Link Clicked** Triggers when a prospect clicks on a link in your email. - Trigger **Manual Task Created** Triggers when a manual task of any type is created. - Trigger **Manual Task Done** Triggers when a manual task is marked as done. - Trigger **Manual Task Ignored** Triggers when a manual task is marked as ignored. - Trigger **Prospect Autoreplied** Triggers when you get an autoresponder from a prospect, or when you manually mark a prospect as AUTOREPLIED. - Trigger **Prospect Blacklisted** Triggers when a prospect status is changed to BLACKLISTED manually or when prospect unsubscribes from Woodpecker. - Trigger **Prospect Bounced** Triggers when a prospect’s email address bounces your message and the prospect status gets changed to BOUNCED in Woodpecker. - Trigger **Prospect Interested** Triggers when a prospect is marked as INTERESTED. - Trigger **Prospect Invalid** Triggers when a prospect’s email address doesn't exist on an external server. This check happens when Woodpecker tries to send an email to this prospect. Status is changed to INVALID in Woodpecker. - Trigger **Prospect Maybe Later** Triggers when a prospect's interest level is marked as MAYBE LATER. - Trigger **Prospect Nonresponsive** Triggers when a prospect's status is changed to NONRESPONSIVE - Trigger **Prospect Not Interested** Triggers when a prospect is marked as NOT INTERESTED. - Trigger **Prospect Opt Out** Triggers when prospect unsubscribes from your emails or is marked as OPT-OUT manually. - Trigger **Prospect Replied** Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker. - Trigger **Prospect Saved** Triggers when a Woodpecker prospect is created or updated. - Trigger **Secondary Reply** Triggers when a secondary reply is found by Woodpecker. - Action **Blacklist Domain** Add a domain to a blacklist. It will automatically block ongoing and future sending to all prospects within a given domain. - Action **Create/Update Prospect** Adds a new prospect or Updates existing prospect in the list of Prospects. - Action **Create/Update Prospect in Campaign** Adds a new prospect or updates existing prospect's data in a campaign of choice. - Action **Find Prospect Email** Finds prospect by email address. - Action **Stop Follow-Ups** Stop follow-ups planned for this prospect. ## Each app on its own - [ **Clientary** Online invoicing and time tracking for small businesses and freelancers.](https://apiant.ai/connections/clientary) - [ **Woodpecker.co** Woodpecker.co helps B2B companies directly contact prospective clients by automated sending of personalized...](https://apiant.ai/connections/woodpecker-co) Reviews ## What our customers say ## More from Clientary - [ **Clientary to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clientary-to-hubspot) - [ **Clientary to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clientary-to-salesforce) - [ **Clientary to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clientary-to-slack) - [ **Clientary to Google Sheets** Google Sheets](https://apiant.ai/connect/clientary-to-google-sheets) - [ **Clientary to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clientary-to-gmail) - [ **Clientary to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clientary-to-google-calendar) ## More into Woodpecker.co - [ **HubSpot to Woodpecker.co** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-woodpecker-co) - [ **Salesforce to Woodpecker.co** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-woodpecker-co) - [ **Slack to Woodpecker.co** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-woodpecker-co) - [ **Google Sheets to Woodpecker.co** Google Sheets](https://apiant.ai/connect/google-sheets-to-woodpecker-co) - [ **Gmail to Woodpecker.co** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-woodpecker-co) - [ **Google Calendar to Woodpecker.co** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-woodpecker-co) Questions ## Clientary and Woodpecker.co, answered ### ### What can start an automation from Clientary? Any of Clientary's 3 triggers in the catalog, including New Expense, New Invoice and New Staff. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Woodpecker.co when something happens in Clientary? Any of Woodpecker.co's 5 actions, including Create/Update Prospect, Create/Update Prospect in Campaign, Blacklist Domain and Find Prospect Email. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Woodpecker.co to Clientary? Yes. When something happens in Woodpecker.co, your agent can act in Clientary too. This page covers both directions: Woodpecker.co's triggers and Clientary's actions are listed here as well. ### ### Do I have to build a connector for Clientary or Woodpecker.co? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Clientary and Woodpecker.co without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.