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.

Integrate the Clientary API with the Amazon SES API

Setup the Clientary API trigger to run a workflow which integrates with the Amazon SES API. Pipedream's integration platform allows you to integrate Clientary and Amazon SES remarkably fast. Free for developers.

Create Email Template with Amazon SES API on New Client Created from Clientary API
Clientary + Amazon SES
 
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Create Email Template with Amazon SES API on New Contact Created from Clientary API
Clientary + Amazon SES
 
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Create Email Template with Amazon SES API on New Estimate Created from Clientary API
Clientary + Amazon SES
 
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Create Email Template with Amazon SES API on New Expense Created from Clientary API
Clientary + Amazon SES
 
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Create Email Template with Amazon SES API on New Invoice Created from Clientary API
Clientary + Amazon SES
 
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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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Create Client with the Clientary API

Creates a new client. See docs here

 
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Create Email Template with the Amazon SES API

Create a HTML or a plain text email template. See the docs

 
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Create Estimate with the Clientary API

Creates a new estimate. See docs here

 
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Get Email Template with the Amazon SES API

Get an email template. See the docs

 
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Create Expense with the Clientary API

Creates a new expense. See docs here

 
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Overview of Clientary

The Clientary API allows you to automate and integrate Clientary's project management, time tracking, and invoicing functionalities within Pipedream. By leveraging this API, you can create custom workflows to streamline operations, such as syncing new invoices with accounting software, triggering notifications based on project updates, or automating time tracking entries. Pipedream acts as the glue, enabling you to connect Clientary with hundreds of other apps to create sophisticated, serverless workflows tailored to your business needs.

Connect Clientary

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clientary: {
      type: "app",
      app: "clientary",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.clientary.$auth.domain}.clientary.com/api/v2/staff`,
      headers: {
        "accept": `application/json`,
      },
      auth: {
        username: `${this.clientary.$auth.api_token}`,
        password: `${this.clientary.$auth.api_token}`,
      },
    })
  },
})

Overview of Amazon SES

Amazon Simple Email Service (SES) is a powerful cloud-based email sending service designed to help digital marketers and application developers send marketing, notification, and transactional emails. With the SES API, you can reliably send emails at scale, manage sender reputations, view email sending statistics, and maintain a high deliverability rate. Leveraging Pipedream's capabilities, you can integrate SES seamlessly into serverless workflows, automate email responses based on triggers from other apps, and analyze the effectiveness of your email campaigns by connecting to data analytics platforms.

Connect Amazon SES

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module.exports = defineComponent({
  props: {
    amazon_ses: {
      type: "app",
      app: "amazon_ses",
    }
  },
  async run({steps, $}) {
    const AWS = require("aws-sdk")
    const { accessKeyId, secretAccessKey } = this.amazon_ses.$auth
    
    const ses = new AWS.SES({
      accessKeyId, 
      secretAccessKey,
      region: 'us-east-1',
    })
    
    const sesParams = {
      Destination: {
        ToAddresses: ["<your email here>"],
      }, 
      Message: {
        Body: {
          Html: {
            Charset: "UTF-8", 
            Data: "<h1>This is a test</h1>",
          }, 
            Text: {
            Charset: "UTF-8", 
            Data: "This is a test",
          }
        }, 
        Subject: {
          Charset: "UTF-8", 
          Data: "Test email",
        }
      },
      Source: "<your from address here", 
    };
    
    this.resp = await ses.sendEmail(sesParams).promise()
  },
})