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 Twilio SendGrid API

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

Add Email to Global Suppression with Twilio SendGrid API on New Client Created from Clientary API
Clientary + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Contact Created from Clientary API
Clientary + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Estimate Created from Clientary API
Clientary + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Expense Created from Clientary API
Clientary + Twilio SendGrid
 
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Add Email to Global Suppression with Twilio SendGrid API on New Invoice Created from Clientary API
Clientary + Twilio SendGrid
 
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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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Add Email to Global Suppression with the Twilio SendGrid API

Allows you to add one or more email addresses to the global suppressions group. 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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Add or Update Contact with the Twilio SendGrid API

Adds or updates a contact. 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 Twilio SendGrid

The Twilio SendGrid API opens up a world of possibilities for email automation, enabling you to send emails efficiently and track their performance. With this API, you can programmatically create and send personalized email campaigns, manage contacts, and parse inbound emails for data extraction. When you harness the power of Pipedream, you can connect SendGrid to hundreds of other apps to automate workflows, such as triggering email notifications based on specific actions, syncing email stats with your analytics, or handling incoming emails to create tasks or tickets.

Connect Twilio SendGrid

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    sendgrid: {
      type: "app",
      app: "sendgrid",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.sendgrid.com/v3/user/account`,
      headers: {
        Authorization: `Bearer ${this.sendgrid.$auth.api_key}`,
      },
    })
  },
})

Community Posts

How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
How Our Family Uses SMS and Smart Picture Frames to Connect During Remote Holidays
Two days before Thanksgiving, I decided to put together a simple way for our family to share pictures, because we couldn’t be together in person. The idea: smart photo frames that everyone could text pictures to. Here’s how I got it working. tldr; A Pipedream workflow parses SMS messages sent to a Twilio phone number, extracting the pictures and then using SendGrid to email them to the dedicated email addresses used by our Pix-Star photo frames.