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 OpenAI (ChatGPT) API

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

Chat with OpenAI (ChatGPT) API on New Client Created from Clientary API
Clientary + OpenAI (ChatGPT)
 
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Chat with OpenAI (ChatGPT) API on New Contact Created from Clientary API
Clientary + OpenAI (ChatGPT)
 
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Chat with OpenAI (ChatGPT) API on New Estimate Created from Clientary API
Clientary + OpenAI (ChatGPT)
 
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Chat with OpenAI (ChatGPT) API on New Expense Created from Clientary API
Clientary + OpenAI (ChatGPT)
 
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Chat with OpenAI (ChatGPT) API on New Invoice Created from Clientary API
Clientary + OpenAI (ChatGPT)
 
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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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Chat with the OpenAI (ChatGPT) API

The Chat API, using the gpt-3.5-turbo or gpt-4 model. See docs here

 
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Create Estimate with the Clientary API

Creates a new estimate. See docs here

 
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Summarize Text with the OpenAI (ChatGPT) API

Summarizes text using the Chat API

 
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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 OpenAI (ChatGPT)

OpenAI provides a suite of powerful AI models through its API, enabling developers to integrate advanced natural language processing and generative capabilities into their applications. Here’s an overview of the services offered by OpenAI's API:

Use Python or Node.js code to make fully authenticated API requests with your OpenAI account:

Connect OpenAI (ChatGPT)

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    openai: {
      type: "app",
      app: "openai",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.openai.com/v1/models`,
      headers: {
        Authorization: `Bearer ${this.openai.$auth.api_key}`,
      },
    })
  },
})