Create Estimate with Clientary API on New Collection from MongoDB API

Pipedream makes it easy to connect APIs for Clientary, MongoDB and 2,000+ other apps remarkably fast.

Trigger workflow on

New Collection from the MongoDB API

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Create Estimate with the Clientary API

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Getting Started#

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

Select this integration
Configure the New Collection trigger
1. Connect your MongoDB account
2. Configure Polling Interval
3. Select a Database
Configure the Create Estimate action
1. Connect your Clientary account
2. Configure Date
3. Configure Currency Code
4. Optional- Configure Number
5. Optional- Configure Estimate Items Attributes
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 Collection on MongoDB

Description:Emit new an event when a new collection is added to a database

Version:0.0.7

Key:mongodb-new-collection

View on GitHub

MongoDB Overview#

The MongoDB API provides powerful capabilities to interact with a MongoDB database, allowing you to perform CRUD (Create, Read, Update, Delete) operations, manage databases, and execute sophisticated queries. With Pipedream, you can harness these abilities to automate tasks, sync data across various apps, and react to events in real-time. It’s a combo that’s particularly potent for managing data workflows, syncing application states, or triggering actions based on changes to your data.

Trigger Code#

import common from "../common/base.mjs";

export default {
  ...common,
  key: "mongodb-new-collection",
  name: "New Collection",
  description: "Emit new an event when a new collection is added to a database",
  version: "0.0.7",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    database: {
      propDefinition: [
        common.props.mongodb,
        "database",
      ],
    },
  },
  methods: {
    ...common.methods,
    _getCollectionIds() {
      return this.db.get("collectionIds");
    },
    _setCollectionIds(collectionIds) {
      this.db.set("collectionIds", collectionIds);
    },
    isRelevant(uuid, collectionIds) {
      return !collectionIds.includes(uuid);
    },
    async processEvent(client, ts) {
      const collectionIds = this._getCollectionIds() || [];
      const collections = await this.mongodb.listCollections(client, this.database);
      for (const collection of collections) {
        const uuid = JSON.stringify(collection.info.uuid);
        if (!this.isRelevant(uuid, collectionIds)) {
          continue;
        }
        collectionIds.push(uuid);
        this.emitEvent(collection, ts);
      }
      this._setCollectionIds(collectionIds);
    },
    generateMeta({
      info, name,
    }, ts) {
      return {
        id: info.uuid,
        summary: name,
        ts,
      };
    },
  },
};

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
MongoDB	`mongodb`	`app`	This component uses the MongoDB app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the API on this schedule
Database	`database`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Before you connect to your Mongo database from Pipedream, please make sure your database is accessible from the public internet. You may need to add a firewall rule allowing connections from 0.0.0.0/0.

Then, enter the details of your Mongo host / database below.

About MongoDB#

MongoDB is an open source NoSQL database management program.

Action#

Create Estimate on Clientary

Description:Creates a new estimate. [See docs here](https://www.clientary.com/api/estimates)

Version:0.0.1

Key:clientary-create-estimate

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.

Action Code#

import { defineAction } from "@pipedream/types";
import { ConfigurationError } from "@pipedream/platform";
import app from "../../app/clientary.app.mjs";
export default defineAction({
    key: "clientary-create-estimate",
    version: "0.0.1",
    name: "Create Estimate",
    description: "Creates a new estimate. [See docs here](https://www.clientary.com/api/estimates)",
    type: "action",
    props: {
        app,
        date: {
            type: "string",
            label: "Date",
            description: "The date of the estimate, e.g. `2022/11/17`",
        },
        currencyCode: {
            type: "string",
            label: "Currency Code",
            description: "Currency Code, e.g. `USD`, `EUR`",
        },
        number: {
            type: "string",
            label: "Number",
            description: "Estimate number. Must be unique, e.g. `101`",
            optional: true,
        },
        estimateItemsAttributes: {
            type: "string",
            label: "Estimate Items Attributes",
            description: "Estimate items attributes. Must be a valid JSON Array string, e.g. `[ { \"title\": \"foo\", \"quantity\": 1, \"price\": 100 }, { \"title\": \"bar\", \"quantity\": 2, \"price\": 200 } ]`",
            optional: true,
        },
    },
    async run({ $ }) {
        let estimateItemsAttributes;
        if (this.estimateItemsAttributes) {
            try {
                estimateItemsAttributes = JSON.parse(this.estimateItemsAttributes);
            }
            catch (err) {
                throw new ConfigurationError("`Estimate Items Attributes` must be a valid JSON Array string");
            }
        }
        const response = await this.app.getRequestMethod("createEstimate")({
            $,
            data: {
                date: this.date,
                currency_code: this.currencyCode,
                number: this.number,
                estimate_items_attributes: estimateItemsAttributes,
            },
        });
        $.export("$summary", `Successfully created an estimate (ID: ${response.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
Clientary	`app`	`app`	This component uses the Clientary app.
Date	`date`	`string`	The date of the estimate, e.g. `2022/11/17`
Currency Code	`currencyCode`	`string`	Currency Code, e.g. `USD`, `EUR`
Number	`number`	`string`	Estimate number. Must be unique, e.g. `101`
Estimate Items Attributes	`estimateItemsAttributes`	`string`	Estimate items attributes. Must be a valid JSON Array string, e.g. `[ { "title": "foo", "quantity": 1, "price": 100 }, { "title": "bar", "quantity": 2, "price": 200 } ]`

Action 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.

Create Estimate with Clientary API on New Collection from MongoDB API

Pipedream makes it easy to connect APIs for Clientary, MongoDB and 2,000+ other apps remarkably fast.

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

Developers ♥ Pipedream

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