Create Estimate with Clientary API on New Database from Notion API

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Trigger workflow on

New Database from the Notion API

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Create Estimate with the Clientary API

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Getting Started#

This integration creates a workflow with a Notion 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 Database trigger
1. Connect your Notion account
2. Configure timer
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 Database on Notion

Description:Emit new event when a database is created. Note: Databases must be shared with your Pipedream Integtration to trigger event.

Version:0.0.8

Key:notion-new-database

View on GitHub

Notion Overview#

Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Using Pipedream's platform, you can build workflows that connect Notion with various other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.

Trigger Code#

import base from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";
import constants from "../common/constants.mjs";

export default {
  ...base,
  key: "notion-new-database",
  name: "New Database",
  description: "Emit new event when a database is created. Note: Databases must be shared with your Pipedream Integtration to trigger event.",
  version: "0.0.8",
  type: "source",
  async run() {
    const databases = [];
    const params = this.lastCreatedSortParam();
    const lastCreatedTimestamp = this.getLastCreatedTimestamp();

    do {
      const response = await this.notion.listDatabases(params);

      for (const database of response.results) {
        if (!this.isResultNew(database.created_time, lastCreatedTimestamp)) {
          params.start_cursor = null;
          break;
        }
        databases.push(database);
      }

      params.start_cursor = response.next_cursor;
    } while (params.start_cursor);

    databases.reverse().forEach((database) => {
      const meta = this.generateMeta(
        database,
        constants.types.DATABASE,
        constants.timestamps.CREATED_TIME,
        constants.summaries.DATABASE_ADDED,
      );
      this.$emit(database, meta);
    });

    const lastCreatedTime = databases[databases.length - 1]?.created_time;
    if (lastCreatedTime) {
      this.setLastCreatedTimestamp(Date.parse(lastCreatedTime));
    }
  },
  sampleEmit,
};

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
Notion	`notion`	`app`	This component uses the Notion app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

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

About Notion#

Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

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.

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.

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Pipedream makes it easy to connect APIs for Clientary, Notion and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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