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 Zendesk API

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

Create Client with Clientary API on New Ticket (Instant) from Zendesk API
Zendesk + Clientary
 
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Create Client with Clientary API on New Ticket Added to View (Instant) from Zendesk API
Zendesk + Clientary
 
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Create Client with Clientary API on Ticket Closed (Instant) from Zendesk API
Zendesk + Clientary
 
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Create Client with Clientary API on Ticket Pended (Instant) from Zendesk API
Zendesk + Clientary
 
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Create Client with Clientary API on Ticket Solved (Instant) from Zendesk API
Zendesk + Clientary
 
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New Ticket (Instant) from the Zendesk API

Emit new event when a ticket is created

 
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New Ticket Added to View (Instant) from the Zendesk API

Emit new event when a ticket is added to the specified view

 
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Ticket Closed (Instant) from the Zendesk API

Emit new event when a ticket has changed to closed status

 
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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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Ticket Pending (Instant) from the Zendesk API

Emit new event when a ticket has changed to pending status

 
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Create Client with the Clientary API

Creates a new client. See docs here

 
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Create Ticket with the Zendesk API

Creates a ticket. See the documentation.

 
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Create Estimate with the Clientary API

Creates a new estimate. See docs here

 
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Delete Ticket with the Zendesk API

Deletes a ticket. See the documentation.

 
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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 Zendesk

The Zendesk API enables seamless integration of Zendesk's customer service platform with your existing business processes and third-party applications. By leveraging this API with Pipedream, you can automate ticket tracking, sync customer data, escalate issues, and streamline communication across multiple channels. This can significantly increase efficiency, accelerate response times, and enhance the overall customer experience. Automations can range from simple notifications to complex workflows involving data transformation and multi-step actions across various services.

Connect Zendesk

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zendesk: {
      type: "app",
      app: "zendesk",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.zendesk.$auth.subdomain}.zendesk.com/api/v2/users/me/`,
      headers: {
        Authorization: `Bearer ${this.zendesk.$auth.oauth_access_token}`,
      },
    })
  },
})