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 Google Sheets API

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

Add Single Row with Google Sheets API on New Client Created from Clientary API
Clientary + Google Sheets
 
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Add Single Row with Google Sheets API on New Contact Created from Clientary API
Clientary + Google Sheets
 
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Add Single Row with Google Sheets API on New Estimate Created from Clientary API
Clientary + Google Sheets
 
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Add Single Row with Google Sheets API on New Expense Created from Clientary API
Clientary + Google Sheets
 
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Add Single Row with Google Sheets API on New Invoice Created from Clientary API
Clientary + Google Sheets
 
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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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Add Single Row with the Google Sheets API

Add a single row of data to Google Sheets. See the documentation

 
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Create Estimate with the Clientary API

Creates a new estimate. See docs here

 
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Add Multiple Rows with the Google Sheets API

Add multiple rows of data to a Google Sheet. See the documentation

 
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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 Google Sheets

The Google Sheets API allows for the creation, reading, updating, and deletion of data within Google Sheets, enabling a robust platform for spreadsheet management and data manipulation. Through Pipedream, you can craft serverless workflows that respond to various triggers, such as webhook events, emails, or scheduled times, to interact with Google Sheets. This synergy can automate reporting, synchronize data across applications, manage inventory, track leads in a CRM, or even conduct survey analysis by updating and retrieving sheet data on the fly.

Connect Google Sheets

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    google_sheets: {
      type: "app",
      app: "google_sheets",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.googleapis.com/oauth2/v1/userinfo`,
      headers: {
        Authorization: `Bearer ${this.google_sheets.$auth.oauth_access_token}`,
      },
    })
  },
})
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Building a Google Sheets Twitter Bot with Pipedream
This is something that's been kicking around my head for a week or so and today I thought I'd try it. It ended up taking about 20 minutes total and 10 lines of code, of which 5 are a function I copied and pasted. While what I built is kind of trivial, I'm blown away by how much was done by built-in functions with Pipedream and how little work I had to do myself. In fact, most of my time was spent in setting stuff up outside of Pipedream itself. Alright, so what did I build?
Building a Twitter Scheduling System with Pipedream and Google Sheets
Building a Twitter Scheduling System with Pipedream and Google Sheets
A few months ago, I blogged about how I used Pipedream and Google Sheets to create a Twitter bot. The idea was simple - read a sheet - select a random row - and use that as the source of a new Tweet. I was thinking about this recently and how useful Google Sheets can be as a "light weight CMS" and figured out another interesting use case - Twitter scheduling.
Logging user credit changes using Google Sheets and Pipedream
Logging user credit changes using Google Sheets and Pipedream
One of the nice features SuperSaaS is a credit system which allows end-users to buy credit once and then easily pay for appointments without needing to go through the checkout each time. There are multiple things that can affect a credit balance. Credit purchases and new appointment, obviously, but also refunds due to canceled appointments, and manual credit adjustments by a superuser. This post is a step-by-step tutorial for setting up the logging of user credit information to a Google Sheet using Pipedream, a powerful API integration service.