← Clientify

Create Task with Clientify API

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Create Task with the Clientify API
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Getting Started

Create a workflow to Create Task with the Clientify API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Task action
    1. Connect your Clientify account
    2. Optional- Select a User Id
    3. Optional- Select a Assigned To
    4. Configure Name
    5. Optional- Configure Description
    6. Optional- Configure Remarks
    7. Optional- Configure Due Date
    8. Configure Start Datetime
    9. Configure End Datetime
    10. Optional- Configure Duration
    11. Optional- Configure Additional Option
    12. Optional- Configure Location
    13. Optional- Select one or more Deal Id
    14. Optional- Select a Task Type
    15. Optional- Select a Task Stage
    16. Optional- Select one or more Related Companies
    17. Optional- Select one or more Related Contacts
    18. Optional- Select one or more Guest Users
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Create Task with Clientify API on New Requests from HTTP / Webhook API
HTTP / Webhook + Clientify
 
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Create Task with Clientify API on New Submission from Typeform API
Typeform + Clientify
 
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Create Task with Clientify API on New Submission (Instant) from Jotform API
Jotform + Clientify
 
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Create Task with Clientify API on New Scheduled Tasks from Pipedream API
Pipedream + Clientify
 
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Create Task with Clientify API on npm Download Counts from npm API
npm + Clientify
 
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Task on Clientify
Description:Add a new task. [See the documentation](https://developer.clientify.com/#1ee10d02-b3d8-4373-afa4-08d7b678bb26)
Version:0.0.1
Key:clientify-create-task

Code

import clientify from "../../clientify.app.mjs";

export default {
  key: "clientify-create-task",
  name: "Create Task",
  version: "0.0.1",
  description: "Add a new task. [See the documentation](https://developer.clientify.com/#1ee10d02-b3d8-4373-afa4-08d7b678bb26)",
  type: "action",
  props: {
    clientify,
    owner: {
      propDefinition: [
        clientify,
        "userId",
      ],
      optional: true,
    },
    assignedTo: {
      propDefinition: [
        clientify,
        "userId",
      ],
      label: "Assigned To",
      description: "Email of the user to assign the task.",
      optional: true,
    },
    name: {
      type: "string",
      label: "Name",
      description: "The name of the task",
    },
    description: {
      propDefinition: [
        clientify,
        "description",
      ],
      description: "Will only be shown for videoconferences so it can save its url.",
      optional: true,
    },
    remarks: {
      propDefinition: [
        clientify,
        "remarks",
      ],
      description: "Remarks on the task.",
      optional: true,
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Due date of the task in ISO 8601 format, for example `2023‐07‐12T11:00:55+07:00`",
      optional: true,
    },
    startDatetime: {
      type: "string",
      label: "Start Datetime",
      description: "Start datetime of the task in ISO 8601 format, for example `2023‐07‐12T11:00:55+07:00`",
    },
    endDatetime: {
      type: "string",
      label: "End Datetime",
      description: "End datetime of the task in ISO 8601 format, for example `2023‐07‐12T11:00:55+07:00",
    },
    duration: {
      type: "integer",
      label: "Duration",
      description: "Duration of the task.",
      optional: true,
    },
    additionalOption: {
      type: "string",
      label: "Additional Option",
      description: "For videoconferences, stores the `identifier` of the Channel.",
      optional: true,
    },
    location: {
      type: "string",
      label: "Location",
      description: "For meetings, stores the location of the meeting.",
      optional: true,
    },
    dealId: {
      propDefinition: [
        clientify,
        "dealId",
      ],
      optional: true,
    },
    taskType: {
      propDefinition: [
        clientify,
        "taskType",
      ],
      optional: true,
    },
    taskStage: {
      propDefinition: [
        clientify,
        "taskStage",
      ],
      optional: true,
    },
    relatedCompanies: {
      propDefinition: [
        clientify,
        "companyId",
      ],
      type: "string[]",
      label: "Related Companies",
      description: "A list of URLs of companies.",
      optional: true,
    },
    relatedContacts: {
      propDefinition: [
        clientify,
        "contactId",
        () => ({
          useURL: true,
        }),
      ],
      type: "string[]",
      label: "Related Contacts",
      description: "A list of URLs of contacts.",
      optional: true,
    },
    guestUsers: {
      propDefinition: [
        clientify,
        "userId",
        () => ({
          useURL: true,
        }),
      ],
      type: "string[]",
      label: "Guest Users",
      description: "A list of URLs of users.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      clientify,
      assignedTo,
      dueDate,
      startDatetime,
      endDatetime,
      additionalOption,
      taskType,
      taskStage,
      relatedCompanies,
      relatedContacts,
      guestUsers,
      ...data
    } = this;

    const response = await clientify.createTask({
      $,
      data: {
        ...data,
        assigned_to: assignedTo,
        due_date: dueDate,
        start_datetime: startDatetime,
        end_datetime: endDatetime,
        additional_option: additionalOption,
        task_type: taskType,
        task_stage: taskStage,
        related_companies: relatedCompanies,
        related_contacts: relatedContacts,
        guest_users: guestUsers,
      },
    });

    $.export("$summary", `A new task with Id: ${response.id} was successfully added!`);
    return response;
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
ClientifyclientifyappThis component uses the Clientify app.
User IdownerstringSelect a value from the drop down menu.
Assigned ToassignedTostringSelect a value from the drop down menu.
Namenamestring

The name of the task

Descriptiondescriptionstring

Will only be shown for videoconferences so it can save its url.

Remarksremarksstring

Remarks on the task.

Due DatedueDatestring

Due date of the task in ISO 8601 format, for example 2023‐07‐12T11:00:55+07:00

Start DatetimestartDatetimestring

Start datetime of the task in ISO 8601 format, for example 2023‐07‐12T11:00:55+07:00

End DatetimeendDatetimestring

End datetime of the task in ISO 8601 format, for example `2023‐07‐12T11:00:55+07:00

Durationdurationinteger

Duration of the task.

Additional OptionadditionalOptionstring

For videoconferences, stores the identifier of the Channel.

Locationlocationstring

For meetings, stores the location of the meeting.

Deal IddealIdstring[]Select a value from the drop down menu.
Task TypetaskTypestringSelect a value from the drop down menu.
Task StagetaskStagestringSelect a value from the drop down menu.
Related CompaniesrelatedCompaniesstring[]Select a value from the drop down menu.
Related ContactsrelatedContactsstring[]Select a value from the drop down menu.
Guest UsersguestUsersstring[]Select a value from the drop down menu.

Authentication

Clientify uses API keys for authentication. When you connect your Clientify account, Pipedream securely stores the keys so you can easily authenticate to Clientify APIs in both code and no-code steps.

Sign in and copy your API Key from API Settings.

About Clientify

Clientify is a CRM tool that allows you to automate digital sales processes both by profiling customers as well as actions and tasks for users.

More Ways to Use Clientify

Triggers

New Contact Created from the Clientify API

Emit new event when a new contact is created.

 
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New Task Completed from the Clientify API

Emit new event when a task is completed.

 
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Actions

Create Contact with the Clientify API

Create a new contact. See the documentation

 
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Update Contact with the Clientify API

Update a specific contact. See the documentation

 
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