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 Snowflake API

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

Create Client with Clientary API on New Row from Snowflake API
Snowflake + Clientary
 
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Create Estimate with Clientary API on New Row from Snowflake API
Snowflake + Clientary
 
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Create Expense with Clientary API on New Row from Snowflake API
Snowflake + Clientary
 
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Create Invoice with Clientary API on New Row from Snowflake API
Snowflake + Clientary
 
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Create Task with Clientary API on New Row from Snowflake API
Snowflake + Clientary
 
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New Row from the Snowflake API

Emit new event when a row is added to a table

 
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New Query Results from the Snowflake API

Run a SQL query on a schedule, triggering a workflow for each row of results

 
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Failed Task in Schema from the Snowflake API

Emit new events when a task fails in a database schema

 
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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 Database from the Snowflake API

Emit new event when a database is created

 
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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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Create Expense with the Clientary API

Creates a new expense. See docs here

 
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Create Invoice with the Clientary API

Creates a new invoice. See docs here

 
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Insert Multiple Rows with the Snowflake API

Insert multiple rows into a table

 
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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 Snowflake

Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture.

Getting Started

1. Create a user, role and warehouse in Snowflake

Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI.

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

2. Enter those details in Pipedream

Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.

You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.

3. Build your first workflow

Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.

Learn more at Pipedream University.

Connect Snowflake

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import { promisify } from 'util'
import snowflake from 'snowflake-sdk'

export default defineComponent({
  props: {
    snowflake: {
      type: "app",
      app: "snowflake",
    }
  },
  async run({steps, $}) {
    const connection = snowflake.createConnection({
      ...this.snowflake.$auth,
      application: "PIPEDREAM_PIPEDREAM",
    })
    const connectAsync = promisify(connection.connect)
    await connectAsync()
    
    async function connExecuteAsync(options) {
      return new Promise((resolve, reject) => {
        connection.execute({
          ...options,
          complete: function(err, stmt, rows) {
            if (err) {
              reject(err)
            } else {
              resolve({stmt, rows})
            }
          }
        })
      })
    }
    
    // See https://docs.snowflake.com/en/user-guide/nodejs-driver-use.html#executing-statements
    const { rows } = await connExecuteAsync({
      sqlText: `SELECT CURRENT_TIMESTAMP()`,
    })
    return rows
  },
})