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with Pipedrive and Clientary?
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Popular Pipedrive and Clientary Triggers#
Emit new events when a new client was created. See the docs
Emit new events when a new contact was created. See the docs
Popular Pipedrive and Clientary Actions#
Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive
Overview of Pipedrive#
Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.
Connect Pipedrive#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pipedrive: {
type: "app",
app: "pipedrive",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.pipedrive.$auth.api_domain}/users/me`,
headers: {
Authorization: `Bearer ${this.pipedrive.$auth.oauth_access_token}`,
},
})
},
})
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}`,
},
})
},
})
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