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 Pipedream Utils API

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

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Formatting - [Data] Convert JSON to String with Pipedream Utils API on New Client Created from Clientary API
Clientary + Pipedream Utils
 
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Formatting - [Data] Convert JSON to String with Pipedream Utils API on New Contact Created from Clientary API
Clientary + Pipedream Utils
 
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Formatting - [Data] Convert JSON to String with Pipedream Utils API on New Estimate Created from Clientary API
Clientary + Pipedream Utils
 
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Formatting - [Data] Convert JSON to String with Pipedream Utils API on New Expense Created from Clientary API
Clientary + Pipedream Utils
 
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Formatting - [Data] Convert JSON to String with Pipedream Utils API on New Invoice Created from Clientary API
Clientary + Pipedream Utils
 
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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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Formatting - [Data] Convert JSON to String with the Pipedream Utils API

Convert an object to a JSON format string

 
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Create Estimate with the Clientary API

Creates a new estimate. See docs here

 
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Formatting - [Data] Parse JSON with the Pipedream Utils API

Parse a JSON string

 
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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 Pipedream Utils

The Pipedream Utils app is a set of pre-built functions that streamline common tasks in your workflows. It acts like a Swiss Army knife for developers, providing essential tools such as format conversion, date manipulation, and text processing. By leveraging these functions, you can reduce the boilerplate code needed for routine operations, speeding up the development of intricate automations. The Helper Functions API can be a game changer when it comes to tasks like parsing dates in user-friendly formats, encoding and decoding data, or generating UUIDs, making them more efficient and less error-prone.

Connect Pipedream Utils

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export default defineComponent({
  props: {
    pipedream_utils: {
      type: "app",
      app: "pipedream_utils",
    }
  },
  async run({steps, $}) {

  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo