Integrate the Jotform API with the Clientary API

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

Popular Ways to Connect Jotform with Clientary#

Create Client with Clientary API on New Submission (Instant) from Jotform API

Jotform + Clientary

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Create Estimate with Clientary API on New Submission (Instant) from Jotform API

Jotform + Clientary

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Create Expense with Clientary API on New Submission (Instant) from Jotform API

Jotform + Clientary

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Create Invoice with Clientary API on New Submission (Instant) from Jotform API

Jotform + Clientary

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Create Task with Clientary API on New Submission (Instant) from Jotform API

Jotform + Clientary

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Popular Jotform and Clientary Triggers#

New Submission (Instant) from the Jotform API

Emit new event when a form is submitted

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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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Popular Jotform and Clientary Actions#

Create Client with the Clientary API

Creates a new client. See docs here

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Get Form Submissions with the Jotform API

Gets a list of form responses 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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Get Monthly User Usage with the Jotform API

Gets number of form submissions received this month. Also, get number of SSL form submissions, payment form submissions and upload space used by user 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 Jotform#

Jotform’s API is a powerhouse for automating form and survey data management. With Pipedream, harness this API to trigger workflows from new form submissions, manipulate and analyze your form data, and sync it across various platforms. Think streamlined data entry to CRMs, instant notifications for new leads or feedback, and timely data backups to cloud storage.

Connect Jotform#

import { axios } from "@pipedream/platform"

export default defineComponent({
  props: {
    jotform: {
      type: "app",
      app: "jotform",
    }
  },
  methods: {
    _getBaseUrl() {
      let baseUrl = `https://${this.jotform.$auth.region}.jotform.com/`;
      const standardSubdomains = [
        "api",
        "eu-api",
        "hipaa-api",
      ];
      if (!standardSubdomains.includes(this.jotform.$auth.region)) {
        baseUrl += "API/";
      }
      return baseUrl;
    },
  },
  async run({steps, $}) {
    const baseUrl = this._getBaseUrl(); 
    return await axios($, {
      url: `${baseUrl}user`, 
      params: {
        apiKey: `${this.jotform.$auth.api_key}`,
      },
    })
  },
})

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#

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}`,
      },
    })
  },
})