← Clientary

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.

  1. 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
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

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

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.
LabelPropTypeDescription
ClientaryappappThis component uses the Clientary app.
Amountamountstring

Expense amount. Must be a float or integer

Descriptiondescriptionstring

Expense description

Incurred OnincurredOnstring

The date the expense incurred on, e.g. 2022/11/17

Client IDclientintegerSelect a value from the drop down menu.
Project IDprojectintegerSelect 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,

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

About Clientary

A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours, Payments, Contractors and Staff. The perfect solution to win clients and save time.

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New Contact Created from the Clientary API

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New Estimate Created from the Clientary API

Emit new events when a new estimate was created. See the docs

 
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New Expense Created from the Clientary API

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New Invoice Created from the Clientary API

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Actions

Create Client with the Clientary API

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Create Estimate with the Clientary API

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Create Invoice with the Clientary API

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Create Task with the Clientary API

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