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 Node API

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

Run Node Code with Node API on New Client Created from Clientary API
Clientary + Node
 
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Run Node Code with Node API on New Contact Created from Clientary API
Clientary + Node
 
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Run Node Code with Node API on New Estimate Created from Clientary API
Clientary + Node
 
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Run Node Code with Node API on New Expense Created from Clientary API
Clientary + Node
 
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Run Node Code with Node API on New Invoice Created from Clientary API
Clientary + Node
 
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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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Run Node Code with the Node API

Write custom Node.js code and use any of the 400k+ npm packages available. Refer to the Pipedream Node docs to learn more.

 
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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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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 Node

Develop, run and deploy your Node.js code in Pipedream workflows, using it between no-code steps, with connected accounts, or integrate Data Stores and File Stores.

This includes installing NPM packages, within your code without having to manage a package.json file or running npm install.

Below is an example of installing the axios package in a Pipedream Node.js code step. Pipedream imports the axios package, performs the API request, and shares the response with subsequent workflow steps:

Connect Node

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// To use previous step data, pass the `steps` object to the run() function
export default defineComponent({
  async run({ steps, $ }) {
    // Return data to use it in future steps
    return steps.trigger.event
  },
})

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