Create Contact with Salesforce (REST API) API on New Client Created from Clientary API

Pipedream makes it easy to connect APIs for Salesforce (REST API), Clientary and 2,000+ other apps remarkably fast.

Trigger workflow on

New Client Created from the Clientary API

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Create Contact with the Salesforce (REST API) API

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Getting Started#

This integration creates a workflow with a Clientary trigger and Salesforce (REST API) 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 Salesforce (REST API) account
2. Configure Last name
3. Select one or more Field Selector
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 Salesforce (REST API)

Description:Creates a Contact, which is a person associated with an account. See [Contact SObject](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_contact.htm) and [Create Record](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_create.htm)

Version:0.2.7

Key:salesforce_rest_api-create-contact

View on GitHub

Salesforce (REST API) Overview#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Action Code#

import common from "../common/base.mjs";
import contact from "../../common/sobjects/contact.mjs";
import {
  pickBy, pick,
} from "lodash-es";
import { toSingleLineString } from "../../common/utils.mjs";

const { salesforce } = common.props;

export default {
  ...common,
  key: "salesforce_rest_api-create-contact",
  name: "Create Contact",
  description: toSingleLineString(`
    Creates a Contact, which is a person associated with an account.
    See [Contact SObject](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_contact.htm)
    and [Create Record](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_create.htm)
  `),
  version: "0.2.7",
  type: "action",
  props: {
    salesforce,
    LastName: {
      type: "string",
      label: "Last name",
      description: "Last name of the contact up to 80 characters.",
    },
    selector: {
      propDefinition: [
        salesforce,
        "fieldSelector",
      ],
      description: `${salesforce.propDefinitions.fieldSelector.description} Contact`,
      options: () => Object.keys(contact),
      reloadProps: true,
    },
  },
  additionalProps() {
    return this.additionalProps(this.selector, contact);
  },
  async run({ $ }) {
    const data = pickBy(pick(this, [
      "LastName",
      ...this.selector,
    ]));
    const response = await this.salesforce.createContact({
      $,
      data,
    });
    $.export("$summary", `Successfully created contact "${this.LastName}"`);
    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
Salesforce (REST API)	`salesforce`	`app`	This component uses the Salesforce (REST API) app.
Last name	`LastName`	`string`	Last name of the contact up to 80 characters.
Field Selector	`selector`	`string[]`	Select a value from the drop down menu.

Action Authentication#

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

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

About Salesforce (REST API)#

Web services API for interacting with Salesforce

More Ways to Connect Salesforce (REST API) + Clientary#

Other Popular Integrations#

Create Client with Clientary API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce (REST API) + Clientary

Create Contact with Salesforce (REST API) API on New Client Created from Clientary API

Pipedream makes it easy to connect APIs for Salesforce (REST API), Clientary and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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