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 Microsoft Teams API

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

Create Channel with Microsoft Teams API on New Client Created from Clientary API
Clientary + Microsoft Teams
 
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Create Channel with Microsoft Teams API on New Contact Created from Clientary API
Clientary + Microsoft Teams
 
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Create Channel with Microsoft Teams API on New Estimate Created from Clientary API
Clientary + Microsoft Teams
 
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Create Channel with Microsoft Teams API on New Expense Created from Clientary API
Clientary + Microsoft Teams
 
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Create Channel with Microsoft Teams API on New Invoice Created from Clientary API
Clientary + Microsoft Teams
 
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New Channel from the Microsoft Teams API

Emit new event when a new channel is created within a team

 
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New Channel Message from the Microsoft Teams API

Emit new event when a new message is posted in a channel

 
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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 Chat from the Microsoft Teams API

Emit new event when a new chat is created

 
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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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Create Client with the Clientary API

Creates a new client. See docs here

 
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Create Channel with the Microsoft Teams API

Create a new channel in Microsoft Teams. See the docs here

 
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Create Estimate with the Clientary API

Creates a new estimate. See docs here

 
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List Channels with the Microsoft Teams API

Lists all channels in a Microsoft Team. See the docs here

 
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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 Microsoft Teams

The Microsoft Teams API on Pipedream allows you to automate tasks, streamline communication, and integrate with other services to enhance the functionality of Teams as a collaboration hub. With this API, you can send messages to channels, orchestrate complex workflows based on Teams events, and manage Teams' settings programmatically.

Connect Microsoft Teams

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    microsoft_teams: {
      type: "app",
      app: "microsoft_teams",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://graph.microsoft.com/v1.0/me`,
      headers: {
        Authorization: `Bearer ${this.microsoft_teams.$auth.oauth_access_token}`,
      },
    })
  },
})