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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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PostgreSQL

Integrate the Clientary API with the PostgreSQL API

Setup the Clientary API trigger to run a workflow which integrates with the PostgreSQL API. Pipedream's integration platform allows you to integrate Clientary and PostgreSQL remarkably fast. Free for developers.

Popular Ways to Connect Clientary with PostgreSQL

Execute Custom Query with PostgreSQL API on New Client Created from Clientary API
Clientary + PostgreSQL
 
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Execute Custom Query with PostgreSQL API on New Contact Created from Clientary API
Clientary + PostgreSQL
 
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Execute Custom Query with PostgreSQL API on New Estimate Created from Clientary API
Clientary + PostgreSQL
 
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Execute Custom Query with PostgreSQL API on New Expense Created from Clientary API
Clientary + PostgreSQL
 
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Execute Custom Query with PostgreSQL API on New Invoice Created from Clientary API
Clientary + PostgreSQL
 
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Popular Clientary and PostgreSQL Triggers

New Client Created from the Clientary API

Emit new events when a new client was created. See the docs

 
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New Column from the PostgreSQL API

Emit new event when a new column is added to a table. See the documentation

 
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New Contact Created from the Clientary API

Emit new events when a new contact was created. See the docs

 
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New or Updated Row from the PostgreSQL API

Emit new event when a row is added or modified. See the documentation

 
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New Estimate Created from the Clientary API

Emit new events when a new estimate was created. See the docs

 
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Popular Clientary and PostgreSQL Actions

Create Client with the Clientary API

Creates a new client. See docs here

 
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Execute SQL Query with the PostgreSQL API

Execute a custom PostgreSQL query. See our docs to learn more about working with SQL in Pipedream.

 
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Create Estimate with the Clientary API

Creates a new estimate. See docs here

 
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Delete Row(s) with the PostgreSQL API

Deletes a row or rows from a table. See the documentation

 
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Create Expense with the Clientary API

Creates a new expense. See docs here

 
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Overview of Clientary

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.

Connect Clientary

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clientary: {
      type: "app",
      app: "clientary",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.clientary.$auth.domain}.clientary.com/api/v2/staff`,
      headers: {
        "accept": `application/json`,
      },
      auth: {
        username: `${this.clientary.$auth.api_token}`,
        password: `${this.clientary.$auth.api_token}`,
      },
    })
  },
})

Overview of PostgreSQL

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Connect PostgreSQL

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import postgresql from "@pipedream/postgresql"

export default defineComponent({
  props: {
    postgresql,
  },
  async run({ steps, $ }) {
    // Component source code:
    // https://github.com/PipedreamHQ/pipedream/tree/master/components/postgresql

    const queryObj = {
      text: "SELECT NOW()",
      values: [], // Ignored since query does not contain placeholders
    };
    return await this.postgresql.executeQuery(queryObj);
  },
})
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