← Clientary

Create Task with Clientary API

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Create Task with the Clientary API
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Getting Started

Create a workflow to Create Task 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 Task action
    1. Connect your Clientary account
    2. Configure Title
    3. Configure Due Date
    4. Optional- Configure Description
    5. Optional- Select a Assignee ID
    6. Optional- Select a Project ID
    7. Optional- Select a Client 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 Task with Clientary API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Clientary
 
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Create Task with Clientary API on New Submission from Typeform API
Typeform + Clientary
 
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Create Task with Clientary API on Custom Events from Zoom API
Zoom + Clientary
 
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Create Task with Clientary API on New Submission (Instant) from Jotform API
Jotform + Clientary
 
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Create Task 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 Task on Clientary
Description:Creates a new task. [See docs here](https://www.clientary.com/api/tasks)
Version:0.0.1
Key:clientary-create-task

Code

import { defineAction } from "@pipedream/types";
import app from "../../app/clientary.app.mjs";
export default defineAction({
    key: "clientary-create-task",
    version: "0.0.1",
    name: "Create Task",
    description: "Creates a new task. [See docs here](https://www.clientary.com/api/tasks)",
    type: "action",
    props: {
        app,
        title: {
            type: "string",
            label: "Title",
            description: "The title of the task",
        },
        dueDate: {
            type: "string",
            label: "Due Date",
            description: "The due date of the task, e.g. `2022/11/17`",
        },
        description: {
            type: "string",
            label: "Description",
            description: "Task description",
            optional: true,
        },
        assignee: {
            propDefinition: [
                app,
                "assigneeId",
            ],
            description: "Assignee ID whom given the task",
            optional: true,
        },
        project: {
            propDefinition: [
                app,
                "projectId",
            ],
            description: "Project ID related to the task",
            optional: true,
        },
        client: {
            propDefinition: [
                app,
                "clientId",
            ],
            description: "Client ID related to the task",
            optional: true,
        },
    },
    async run({ $ }) {
        const response = await this.app.getRequestMethod("createTask")({
            $,
            data: {
                title: this.title,
                due_date: this.dueDate,
                description: this.description,
                assignee_id: this.assignee,
                project_id: this.project,
                client_id: this.client,
            },
        });
        $.export("$summary", `Successfully created a task (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.
Titletitlestring

The title of the task

Due DatedueDatestring

The due date of the task, e.g. 2022/11/17

Descriptiondescriptionstring

Task description

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

More Ways to Use Clientary

Triggers

New Client Created from the Clientary API

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

 
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New Contact Created from the Clientary API

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

 
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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

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

 
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New Invoice Created from the Clientary API

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

 
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Actions

Create Client with the Clientary API

Creates a new client. See docs here

 
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Create Estimate with the Clientary API

Creates a new estimate. See docs here

 
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Create Expense with the Clientary API

Creates a new expense. See docs here

 
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Create Invoice with the Clientary API

Creates a new invoice. See docs here

 
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