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 Notion API

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

Append Block to Parent with Notion API on New Client Created from Clientary API
Clientary + Notion
 
Try it
Append Block to Parent with Notion API on New Contact Created from Clientary API
Clientary + Notion
 
Try it
Append Block to Parent with Notion API on New Estimate Created from Clientary API
Clientary + Notion
 
Try it
Append Block to Parent with Notion API on New Expense Created from Clientary API
Clientary + Notion
 
Try it
Append Block to Parent with Notion API on New Invoice Created from Clientary API
Clientary + Notion
 
Try it
New Client Created from the Clientary API

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

 
Try it
New Database from the Notion API

Emit new event when a database is created. Note: Databases must be shared with your Pipedream Integtration to trigger event.

 
Try it
New Contact Created from the Clientary API

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

 
Try it
New Page in Database from the Notion API

Emit new event when a page in a database is created

 
Try it
New Estimate Created from the Clientary API

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

 
Try it
Create Client with the Clientary API

Creates a new client. See docs here

 
Try it
Append Block to Parent with the Notion API

Creates and appends blocks to the specified parent. See the documentation

 
Try it
Create Estimate with the Clientary API

Creates a new estimate. See docs here

 
Try it
Create Page with the Notion API

Creates a page from a parent page. The only valid property is title. See the documentation

 
Try it
Create Expense with the Clientary API

Creates a new expense. See docs here

 
Try it

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

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
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 Notion

Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Leveraging Pipedream's platform, you can build workflows that connect Notion with a myriad of other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.

Connect Notion

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    notion: {
      type: "app",
      app: "notion",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.notion.com/v1/users/me`,
      headers: {
        Authorization: `Bearer ${this.notion.$auth.oauth_access_token}`,
        "Notion-Version": `2021-08-16`,
      },
    })
  },
})