Create Expense with Clientary API

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Create Expense with the Clientary API

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Getting Started#

Create a workflow to Create Expense with the Clientary API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the Create Expense action
1. Connect your Clientary account
2. Configure Amount
3. Optional- Configure Description
4. Optional- Configure Incurred On
5. Optional- Select a Client ID
6. Optional- Select a Project ID
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

Create Expense with Clientary API on New Requests (Payload Only) from HTTP / Webhook API

HTTP / Webhook + Clientary

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Typeform + Clientary

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Create Expense with Clientary API on Custom Events from Zoom API

Zoom + Clientary

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Create Expense with Clientary API on New Submission (Instant) from Jotform API

Jotform + Clientary

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Create Expense with Clientary API on New Custom Webhook Events from Stripe API

Stripe + Clientary

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Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Expense on Clientary

Description:Creates a new expense. [See docs here](https://www.clientary.com/api/expenses)

Version:0.0.1

Key:clientary-create-expense

View on GitHub

Code#

import { defineAction } from "@pipedream/types";
import app from "../../app/clientary.app.mjs";
export default defineAction({
    key: "clientary-create-expense",
    version: "0.0.1",
    name: "Create Expense",
    description: "Creates a new expense. [See docs here](https://www.clientary.com/api/expenses)",
    type: "action",
    props: {
        app,
        amount: {
            type: "string",
            label: "Amount",
            description: "Expense amount. Must be a float or integer",
        },
        description: {
            type: "string",
            label: "Description",
            description: "Expense description",
            optional: true,
        },
        incurredOn: {
            type: "string",
            label: "Incurred On",
            description: "The date the expense incurred on, e.g. `2022/11/17`",
            optional: true,
        },
        client: {
            propDefinition: [
                app,
                "clientId",
            ],
            description: "Client ID related to the expense",
            optional: true,
        },
        project: {
            propDefinition: [
                app,
                "projectId",
            ],
            description: "Project ID related to the expense",
            optional: true,
        },
    },
    async run({ $ }) {
        const response = await this.app.getRequestMethod("createExpense")({
            $,
            data: {
                amount: parseFloat(this.amount),
                description: this.description,
                client_id: this.client,
                project_id: this.project,
                incurred_on: this.incurredOn,
            },
        });
        $.export("$summary", `Successfully created an expense (ID: ${response.id})`);
        return response;
    },
});

Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Clientary	`app`	`app`	This component uses the Clientary app.
Amount	`amount`	`string`	Expense amount. Must be a float or integer
Description	`description`	`string`	Expense description
Incurred On	`incurredOn`	`string`	The date the expense incurred on, e.g. `2022/11/17`
Client ID	`client`	`integer`	Select a value from the drop down menu.
Project ID	`project`	`integer`	Select a value from the drop down menu.

Authentication#

Clientary uses API keys for authentication. When you connect your Clientary account, Pipedream securely stores the keys so you can easily authenticate to Clientary APIs in both code and no-code steps.

To connect your Clientary account with Pipedream,

Find your Clientary domain and paste it below. If the full URL is https://mygreatcompany.clientary.com, your domain is mygreatcompany.
Go to your user profile page in Clientary. You can find this on the upper right corner after logging in.
Click to "Generate API Token" to generate a unique token. Copy and paste that token below.