← Clientary + Google Ads integrations

Add Contact to Customer List by Email with Google Ads API on New Expense Created from Clientary API

Pipedream makes it easy to connect APIs for Google Ads, Clientary and 2,500+ other apps remarkably fast.

Trigger workflow on
New Expense Created from the Clientary API
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Add Contact to Customer List by Email with the Google Ads API
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Getting Started

This integration creates a workflow with a Clientary trigger and Google Ads action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Expense Created trigger
    1. Connect your Clientary account
    2. Configure timer
  3. Configure the Add Contact to Customer List by Email action
    1. Connect your Google Ads account
    2. Select a Use Google Ads As
    3. Optional- Select a Managed Account
    4. Configure Contact Email
    5. Select a Customer List ID
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are 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.

Trigger

Description:Emit new events when a new expense was created. [See the docs](https://www.clientary.com/api/expenses)
Version:0.0.1
Key:clientary-new-expense-created

Clientary Overview

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.

Trigger Code

import { defineSource } from "@pipedream/types";
import common from "../common/common.mjs";
export default defineSource({
    ...common,
    key: "clientary-new-expense-created",
    name: "New Expense Created",
    description: "Emit new events when a new expense was created. [See the docs](https://www.clientary.com/api/expenses)",
    version: "0.0.1",
    type: "source",
    dedupe: "unique",
    methods: {
        ...common.methods,
        getConfig() {
            return {
                resourceFnName: "getExpenses",
                resourceName: "expenses",
                hasPaging: false,
            };
        },
        // eslint-disable-next-line @typescript-eslint/no-explicit-any
        getSummary(item) {
            return `New expense ${item.description} - ${item.amount} ID(${item.id})`;
        },
    },
});

Trigger 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
ClientaryappappThis component uses the Clientary app.
timer$.interface.timer
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

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

To connect your Clientary account with Pipedream,

  1. Find your Clientary domain and paste it below. If the full URL is https://mygreatcompany.clientary.com, your domain is mygreatcompany.
  2. Go to your user profile page in Clientary. You can find this on the upper right corner after logging in.
  3. Click to "Generate API Token" to generate a unique token. Copy and paste that token below.

About 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.

Action

Description:Adds a contact to a specific customer list in Google Ads. Lists typically update in 6 to 12 hours after operation. [See the documentation](https://developers.google.com/google-ads/api/docs/remarketing/audience-segments/customer-match/get-started)
Version:0.1.3
Key:google_ads-add-contact-to-list-by-email

The Google Ads API lets you programmatically manage your Google Ads data and
campaigns. You can use the API to automate common tasks, such as:

  • Creating and managing campaigns
  • Adding and removing keywords
  • Adjusting bids

You can also use the API to get information about your campaigns, such as:

  • Campaign stats
  • Keyword stats
  • Ad performance

The Google Ads API is a powerful tool that lets you manage your Google Ads data
and campaigns programmatically. With the API, you can automate common tasks,
such as creating and managing campaigns, adding and removing keywords, and
adjusting bids. You can also use the API to get information about your
campaigns, such as campaign stats, keyword stats, and ad performance.

Customizing API requests from within the Pipedream workflow builder

The Pipedream components interact with Google Ads API through an interal proxy service, which protects Pipedream's developer token.

The component accepts a standard Google Ads API request object with the following structure:

const googleAdsReq = {
  method: "get|post|put|delete", // HTTP method
  url: "/v18/...", // Google Ads API endpoint path
  headers: {
    Authorization: `Bearer ${this.googleAds.$auth.oauth_access_token}`,
  },
  data: {}, // Optional request body for POST/PUT requests
};

To make different API calls while using the proxy:

  1. Modify the url path to match your desired Google Ads API endpoint
  2. Update the method to match the required HTTP method
  3. Add any necessary request body data in the data field
  4. Include any required headers (Authorization is automatically included)

Example for a custom query:

const googleAdsReq = {
  method: "post",
  url: "/v16/customers/1234567890/googleAds:search",
  headers: {
    Authorization: `Bearer ${this.googleAds.$auth.oauth_access_token}`,
  },
  data: {
    query: "SELECT campaign.id, campaign.name FROM campaign",
  },
};

The proxy endpoint will remain the same: https://googleads.m.pipedream.net

Using Google Ads with the Connect API Proxy

To interface with Google Ads via the Connect API Proxy, you need to nest the request like this:

Important notes:

  • The upstream URL in this case is Pipedream's proxy service for Google Ads: https://googleads.m.pipedream.net
  • Like in the above examples, you'll define the Google Ads URL with the url param in the body
  • The method to the Connect Proxy should always be a POST, since it's actually targeting the Google Ads proxy (you can define the method for the Google Ads request in options.body.method)

Using the Pipedream SDK

const pd = createBackendClient({
  apiHost: process.env.API_HOST,
  credentials: {
    clientId: process.env.CLIENT_ID,
    clientSecret: process.env.CLIENT_SECRET,
  },
  environment: process.env.ENVIRONMENT,
  projectId: process.env.PROJECT_ID,
});

const pdGoogleAdsUrl = "https://googleads.m.pipedream.net";

const resp = await pd.makeProxyRequest(
  {
    searchParams: {
      external_user_id: process.env.EXTERNAL_USER_ID,
      account_id: process.env.ACCOUNT_ID,
    },
  },
  {
    url: pdGoogleAdsUrl,
    options: {
      method: "POST",
      body: {
        url: "/v19/customers:listAccessibleCustomers",
        method: "GET",
        // data: {} // If you need to send a body with a POST request, define it here
      },
    },
  }
);

Using the Connect REST API

  • Remember to use the Base64 encoded Pipedream endpoint for Google Ads: https://googleads.m.pipedream.net
curl -X POST "https://api.pipedream.com/v1/connect/{your_project_id}/proxy/{url_safe_base64_encoded_url}?external_user_id={external_user_id}&account_id={apn_xxxxxxx}" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: {development | production}" \
  -d '{
    "url": "/v19/customers:listAccessibleCustomers",
    "method": "GET",
    # "data": {} # If you need to send a body with a POST request, define it here
  }'

Action Code

import crypto from "crypto";
import googleAds from "../../google_ads.app.mjs";
import common from "../common/common.mjs";

export default {
  ...common,
  key: "google_ads-add-contact-to-list-by-email",
  name: "Add Contact to Customer List by Email",
  description: "Adds a contact to a specific customer list in Google Ads. Lists typically update in 6 to 12 hours after operation. [See the documentation](https://developers.google.com/google-ads/api/docs/remarketing/audience-segments/customer-match/get-started)",
  version: "0.1.3",
  type: "action",
  props: {
    ...common.props,
    contactEmail: {
      propDefinition: [
        googleAds,
        "contactEmail",
      ],
    },
    userListId: {
      propDefinition: [
        googleAds,
        "userListId",
        ({
          accountId, customerClientId,
        }) => ({
          accountId,
          customerClientId,
        }),
      ],
    },
  },
  async run({ $ }) {
    const {
      googleAds, accountId, customerClientId, contactEmail, userListId,
    } = this;
    const offlineUserDataJob = await googleAds.createOfflineUserDataJob({
      $,
      accountId,
      customerClientId,
      data: {
        job: {
          customerMatchUserListMetadata: {
            userList: `customers/${customerClientId ?? accountId}/userLists/${userListId}`,
          },
          type: "CUSTOMER_MATCH_USER_LIST",
        },
      },
    });

    await googleAds.addContactToCustomerList({
      $,
      accountId,
      customerClientId,
      path: offlineUserDataJob.resourceName,
      data: {
        operations: [
          {
            create: {
              userIdentifiers: [
                {
                  hashedEmail: crypto.createHash("sha256").update(contactEmail)
                    .digest("hex"),
                },
              ],
            },
          },
        ],
      },
    });

    const response = await googleAds.runOfflineUserDataJob({
      $,
      accountId,
      customerClientId,
      path: offlineUserDataJob.resourceName,
    });

    $.export("$summary", `Added contact ${contactEmail} to user list ${userListId}`);
    return response;
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
Google AdsgoogleAdsappThis component uses the Google Ads app.
Use Google Ads AsaccountIdstringSelect a value from the drop down menu.
Managed AccountcustomerClientIdstringSelect a value from the drop down menu.
Contact EmailcontactEmailstring

Email address of the contact to add to the customer list.

Customer List IDuserListIdstringSelect a value from the drop down menu.

Action Authentication

Google Ads uses OAuth authentication. When you connect your Google Ads account, Pipedream will open a popup window where you can sign into Google Ads and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Google Ads API.

Pipedream requests the following authorization scopes when you connect your account:

emailprofilehttps://www.googleapis.com/auth/adwords

About Google Ads

Reach customers wherever they are. Show up at the right time and place across the vast Google Ads ecosystem.

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