Create Contact with Hippo Video API on New Client Created from Clientary API

Pipedream makes it easy to connect APIs for Hippo Video, Clientary and 2,700+ other apps remarkably fast.

Trigger workflow on

New Client Created from the Clientary API

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Create Contact with the Hippo Video API

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Getting Started#

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

Select this integration
Configure the New Client Created trigger
1. Connect your Clientary account
2. Configure timer
Configure the Create Contact action
1. Connect your Hippo Video account
2. Configure Contact Email
3. Configure First Name
4. Configure Last Name
5. Configure Company name
6. Configure Notes
7. Optional- Configure Context
8. Optional- Select one or more List Ids
Deploy the workflow
Send a test event to validate your setup
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#

New Client Created on Clientary

Description:Emit new events when a new client was created. [See the docs](https://www.clientary.com/api/clients)

Version:0.0.1

Key:clientary-new-client-created

View on GitHub

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-client-created",
    name: "New Client Created",
    description: "Emit new events when a new client was created. [See the docs](https://www.clientary.com/api/clients)",
    version: "0.0.1",
    type: "source",
    dedupe: "unique",
    methods: {
        ...common.methods,
        getConfig() {
            return {
                resourceFnName: "getClients",
                resourceName: "clients",
                hasPaging: true,
            };
        },
        // eslint-disable-next-line @typescript-eslint/no-explicit-any
        getSummary(item) {
            return `New client ${item.name} ID(${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.

Label	Prop	Type	Description
Clientary	`app`	`app`	This component uses the Clientary app.
	`timer`	`$.interface.timer`
N/A	`db`	`$.service.db`	This 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,

Find your Clientary domain and paste it below. If the full URL is https://mygreatcompany.clientary.com, your domain is mygreatcompany.
Go to your user profile page in Clientary. You can find this on the upper right corner after logging in.
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#

Create Contact on Hippo Video

Description:Creates a new contact in Hippo Video. [See the documentation](https://documenter.getpostman.com/view/5278433/Tz5naxpW#a4d73ffe-a2b6-4d68-a1ee-9fbc1417a955)

Version:0.0.1

Key:hippo_video-create-contact

View on GitHub

Hippo Video Overview#

The Hippo Video API lets you harness the power of video in your business processes. Through Pipedream, you can automate video creation, management, and distribution workflows. This means you can trigger actions in Hippo Video based on events from other apps, or use Hippo Video events to kick off processes elsewhere. Whether it's automating video emails in your CRM, monitoring video analytics, or managing video content at scale, Pipedream's serverless platform empowers you to build and run workflows seamlessly.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import { parseObject } from "../../common/utils.mjs";
import hippoVideo from "../../hippo_video.app.mjs";

export default {
  key: "hippo_video-create-contact",
  name: "Create Contact",
  description: "Creates a new contact in Hippo Video. [See the documentation](https://documenter.getpostman.com/view/5278433/Tz5naxpW#a4d73ffe-a2b6-4d68-a1ee-9fbc1417a955)",
  version: "0.0.1",
  type: "action",
  props: {
    hippoVideo,
    contactEmail: {
      type: "string",
      label: "Contact Email",
      description: "Email Address of the Contact/Lead/Prospect.",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First Name of the Contact/Lead/Prospect.",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last Name of the Contact/Lead/Prospect.",
    },
    companyName: {
      type: "string",
      label: "Company name",
      description: "Company Name of the Contact/Lead/Prospect.",
    },
    notes: {
      type: "string",
      label: "Notes",
      description: "Notes for the lead/prospect/contact.",
    },
    context: {
      type: "string",
      label: "Context",
      description: "If sales, will be added as a prospect. If empty, will be added as people.",
      optional: true,
    },
    listIds: {
      propDefinition: [
        hippoVideo,
        "listIds",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.hippoVideo.createContact({
      $,
      data: {
        contact_email: this.contactEmail,
        first_name: this.firstName,
        last_name: this.lastName,
        company_name: this.companyName,
        notes: this.notes,
        context: this.context,
        list_ids: parseObject(this.listIds)?.join(),
      },
    });

    if (!response.status) throw new ConfigurationError(response.message);

    $.export("$summary", `Successfully created contact with Id: ${response.contact_id}`);
    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.

Label	Prop	Type	Description
Hippo Video	`hippoVideo`	`app`	This component uses the Hippo Video app.
Contact Email	`contactEmail`	`string`	Email Address of the Contact/Lead/Prospect.
First Name	`firstName`	`string`	First Name of the Contact/Lead/Prospect.
Last Name	`lastName`	`string`	Last Name of the Contact/Lead/Prospect.
Company name	`companyName`	`string`	Company Name of the Contact/Lead/Prospect.
Notes	`notes`	`string`	Notes for the lead/prospect/contact.
Context	`context`	`string`	If sales, will be added as a prospect. If empty, will be added as people.
List Ids	`listIds`	`string[]`	Select a value from the drop down menu.

Action Authentication#

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

Hippo Video requires their users enter their email in order to connect to their API. For more info, refer to Hippo Video’s documentation.

To retrieve your API key,