Create Task with Clientify API on New Requests (Payload Only) from HTTP / Webhook API

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New Requests (Payload Only) from the HTTP / Webhook API

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Create Task with the Clientify API

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Getting Started#

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

Select this integration
Configure the New Requests (Payload Only) trigger
1. Connect your HTTP / Webhook account
Configure the Create Task action
1. Connect your Clientify account
2. Optional- Select a User Id
3. Optional- Select a Assigned To
4. Configure Name
5. Optional- Configure Description
6. Optional- Configure Remarks
7. Optional- Configure Due Date
8. Configure Start Datetime
9. Configure End Datetime
10. Optional- Configure Duration
11. Optional- Configure Additional Option
12. Optional- Configure Location
13. Optional- Select one or more Deal Id
14. Optional- Select a Task Type
15. Optional- Select a Task Stage
16. Optional- Select one or more Related Companies
17. Optional- Select one or more Related Contacts
18. Optional- Select one or more Guest Users
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 Requests (Payload Only) on HTTP / Webhook

Description:Get a URL and emit the HTTP body as an event on every request

Version:0.1.1

Key:http-new-requests-payload-only

View on GitHub

HTTP / Webhook Overview#

Build, test, and send HTTP requests without code using your Pipedream workflows. The HTTP / Webhook action is a tool to build HTTP requests with a Postman-like graphical interface.

Point and click HTTP requests

Define the target URL, HTTP verb, headers, query parameters, and payload body without writing custom code.

$A screenshot of Pipedream's HTTP Request Configuration interface with a GET request type selected. The request URL is set to 'https://api.openai.com/v1/models'. The 'Auth' tab is highlighted, indicating that authentication is required for this request. In the headers section, there are two headers configured: 'User-Agent' is set to 'pipedream/1', and 'Authorization' is set to 'Bearer {{openai_api_key}}', showing how the OpenAI account's API key is dynamically inserted into the headers to handle authentication automatically.$

Here's an example workflow that uses the HTTP / Webhook action to send an authenticated API request to OpenAI.

Focus on integrating, not authenticating

This action can also use your connected accounts with third-party APIs. Selecting an integrated app will automatically update the request’s headers to authenticate with the app properly, and even inject your token dynamically.

Pipedream integrates with thousands of APIs, but if you can’t find a Pipedream integration simply use Environment Variables in your request headers to authenticate with.

Compatible with no code actions or Node.js and Python

The HTTP/Webhook action exports HTTP response data for use in subsequent workflow steps, enabling easy data transformation, further API calls, database storage, and more.

Response data is available for both coded (Node.js, Python) and no-code steps within your workflow.

Trigger Code#

import http from "../../http.app.mjs";

// Core HTTP component
// Returns a 200 OK response, emits the HTTP payload as an event
export default {
  key: "http-new-requests-payload-only",
  name: "New Requests (Payload Only)",
  // eslint-disable-next-line
  description: "Get a URL and emit the HTTP body as an event on every request",
  version: "0.1.1",
  type: "source",
  props: {
    // eslint-disable-next-line
    httpInterface: {
      type: "$.interface.http",
      customResponse: true,
    },
    http,
  },
  async run(event) {
    const { body } = event;
    this.httpInterface.respond({
      status: 200,
      body,
    });
    // Emit the HTTP payload
    this.$emit({
      body,
    });
  },
};

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
N/A	`httpInterface`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
HTTP / Webhook	`http`	`app`	This component uses the HTTP / Webhook app.

Trigger Authentication#

The HTTP / Webhook API does not require authentication.

About HTTP / Webhook#

Get a unique URL where you can send HTTP or webhook requests

Action#

Create Task on Clientify

Description:Add a new task. [See the documentation](https://developer.clientify.com/#1ee10d02-b3d8-4373-afa4-08d7b678bb26)

Version:0.0.1

Key:clientify-create-task

View on GitHub

Clientify Overview#

The Clientify API enables automation and integration of Clientify's CRM functions within Pipedream. This API allows you to manage contacts, accounts, deals, and tasks, streamlining your customer relationship management. With Pipedream, you can harness these capabilities to create custom workflows that trigger actions within Clientify, respond to events, or connect with other apps to enhance productivity and data utilization.

Action Code#

import clientify from "../../clientify.app.mjs";

export default {
  key: "clientify-create-task",
  name: "Create Task",
  version: "0.0.1",
  description: "Add a new task. [See the documentation](https://developer.clientify.com/#1ee10d02-b3d8-4373-afa4-08d7b678bb26)",
  type: "action",
  props: {
    clientify,
    owner: {
      propDefinition: [
        clientify,
        "userId",
      ],
      optional: true,
    },
    assignedTo: {
      propDefinition: [
        clientify,
        "userId",
      ],
      label: "Assigned To",
      description: "Email of the user to assign the task.",
      optional: true,
    },
    name: {
      type: "string",
      label: "Name",
      description: "The name of the task",
    },
    description: {
      propDefinition: [
        clientify,
        "description",
      ],
      description: "Will only be shown for videoconferences so it can save its url.",
      optional: true,
    },
    remarks: {
      propDefinition: [
        clientify,
        "remarks",
      ],
      description: "Remarks on the task.",
      optional: true,
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Due date of the task in ISO 8601 format, for example `2023‐07‐12T11:00:55+07:00`",
      optional: true,
    },
    startDatetime: {
      type: "string",
      label: "Start Datetime",
      description: "Start datetime of the task in ISO 8601 format, for example `2023‐07‐12T11:00:55+07:00`",
    },
    endDatetime: {
      type: "string",
      label: "End Datetime",
      description: "End datetime of the task in ISO 8601 format, for example `2023‐07‐12T11:00:55+07:00",
    },
    duration: {
      type: "integer",
      label: "Duration",
      description: "Duration of the task.",
      optional: true,
    },
    additionalOption: {
      type: "string",
      label: "Additional Option",
      description: "For videoconferences, stores the `identifier` of the Channel.",
      optional: true,
    },
    location: {
      type: "string",
      label: "Location",
      description: "For meetings, stores the location of the meeting.",
      optional: true,
    },
    dealId: {
      propDefinition: [
        clientify,
        "dealId",
      ],
      optional: true,
    },
    taskType: {
      propDefinition: [
        clientify,
        "taskType",
      ],
      optional: true,
    },
    taskStage: {
      propDefinition: [
        clientify,
        "taskStage",
      ],
      optional: true,
    },
    relatedCompanies: {
      propDefinition: [
        clientify,
        "companyId",
      ],
      type: "string[]",
      label: "Related Companies",
      description: "A list of URLs of companies.",
      optional: true,
    },
    relatedContacts: {
      propDefinition: [
        clientify,
        "contactId",
        () => ({
          useURL: true,
        }),
      ],
      type: "string[]",
      label: "Related Contacts",
      description: "A list of URLs of contacts.",
      optional: true,
    },
    guestUsers: {
      propDefinition: [
        clientify,
        "userId",
        () => ({
          useURL: true,
        }),
      ],
      type: "string[]",
      label: "Guest Users",
      description: "A list of URLs of users.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      clientify,
      assignedTo,
      dueDate,
      startDatetime,
      endDatetime,
      additionalOption,
      taskType,
      taskStage,
      relatedCompanies,
      relatedContacts,
      guestUsers,
      ...data
    } = this;

    const response = await clientify.createTask({
      $,
      data: {
        ...data,
        assigned_to: assignedTo,
        due_date: dueDate,
        start_datetime: startDatetime,
        end_datetime: endDatetime,
        additional_option: additionalOption,
        task_type: taskType,
        task_stage: taskStage,
        related_companies: relatedCompanies,
        related_contacts: relatedContacts,
        guest_users: guestUsers,
      },
    });

    $.export("$summary", `A new task with Id: ${response.id} was successfully added!`);
    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
Clientify	`clientify`	`app`	This component uses the Clientify app.
User Id	`owner`	`string`	Select a value from the drop down menu.
Assigned To	`assignedTo`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	The name of the task
Description	`description`	`string`	Will only be shown for videoconferences so it can save its url.
Remarks	`remarks`	`string`	Remarks on the task.
Due Date	`dueDate`	`string`	Due date of the task in ISO 8601 format, for example `2023‐07‐12T11:00:55+07:00`
Start Datetime	`startDatetime`	`string`	Start datetime of the task in ISO 8601 format, for example `2023‐07‐12T11:00:55+07:00`
End Datetime	`endDatetime`	`string`	End datetime of the task in ISO 8601 format, for example `2023‐07‐12T11:00:55+07:00
Duration	`duration`	`integer`	Duration of the task.
Additional Option	`additionalOption`	`string`	For videoconferences, stores the `identifier` of the Channel.
Location	`location`	`string`	For meetings, stores the location of the meeting.
Deal Id	`dealId`	`string[]`	Select a value from the drop down menu.
Task Type	`taskType`	`string`	Select a value from the drop down menu.
Task Stage	`taskStage`	`string`	Select a value from the drop down menu.
Related Companies	`relatedCompanies`	`string[]`	Select a value from the drop down menu.
Related Contacts	`relatedContacts`	`string[]`	Select a value from the drop down menu.
Guest Users	`guestUsers`	`string[]`	Select a value from the drop down menu.

Action Authentication#

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

About Clientify#

Clientify is a CRM tool that allows you to automate digital sales processes both by profiling customers as well as actions and tasks for users.

More Ways to Connect Clientify + HTTP / Webhook#

Other Popular Integrations#

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