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 Slack API

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

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Create Client with Clientary API on New Message In Channels (Instant) from Slack API
Slack + Clientary
 
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Create Estimate with Clientary API on New Message In Channels (Instant) from Slack API
Slack + Clientary
 
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Create Expense with Clientary API on New Message In Channels (Instant) from Slack API
Slack + Clientary
 
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Create Invoice with Clientary API on New Message In Channels (Instant) from Slack API
Slack + Clientary
 
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Create Task with Clientary API on New Message In Channels (Instant) from Slack API
Slack + Clientary
 
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New Message In Channels (Instant) from the Slack API

Emit new event when a new message is posted to one or more channels

 
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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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Create Client with the Clientary API

Creates a new client. See docs here

 
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Create Estimate with the Clientary API

Creates a new estimate. See docs here

 
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Send Message with the Slack API

Send a message to a user, group, private channel or public channel. See the documentation

 
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Create Expense with the Clientary API

Creates a new expense. See docs here

 
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Build and Send a Block Kit Message with the Slack API

Configure custom blocks and send to a channel, group, or user. See the documentation.

 
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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 Slack

The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. Once you authorize the Pipedream app's access to your workspace, you can use Pipedream workflows to perform common Slack actions or write your own code against the Slack API.

The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

  • Automate posting updates to your team channels
  • Create a bot to answer common questions
  • Integrate with your existing tools and services
  • And much more!

Connect Slack

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    slack: {
      type: "app",
      app: "slack",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://slack.com/api/users.profile.get`,
      headers: {
        Authorization: `Bearer ${this.slack.$auth.oauth_access_token}`,
      },
    })
  },
})
Save Zoom Cloud Recordings to Google Drive and Share on Slack
Save Zoom Cloud Recordings to Google Drive and Share on Slack
Save Zoom Cloud Recordings to Google Drive and Share on Slack.
Run a Pipedream workflow on PagerDuty on-call rotations
Run a Pipedream workflow on PagerDuty on-call rotations
Run common workflows, or any Node.js code you'd like, each time a new user rotates onto an on-call schedule.

Community Posts

Airtable Webhooks with Slack + Pipedream
Airtable Webhooks with Slack + Pipedream
We love Airtable here at Pipedream. But Airtable lacks one killer feature — webhooks. We took advantage of Airtable’s Slack notifications and built a way to send webhooks to an HTTP endpoint every time a record is created or updated in a base. It takes 10 minutes to setup and it’s free.

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

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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