← Aero Workflow

Create Company with Aero Workflow API

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Create Company with the Aero Workflow API
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Getting Started

Create a workflow to Create Company with the Aero Workflow API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Company action
    1. Connect your Aero Workflow account
    2. Configure Company Name
    3. Optional- Configure Default Email Address
    4. Optional- Configure Phone
    5. Optional- Configure Website
    6. Optional- Configure Account Number
    7. Optional- Configure Fax
    8. Optional- Configure Hourly Billable Rate
    9. Optional- Configure Monthly Fixed Fee
    10. Optional- Configure Contact First Name
    11. Optional- Configure Contact Last Name
    12. Optional- Configure Company Address Line 1
    13. Optional- Configure Company Line 2
    14. Optional- Configure Company Line 3
    15. Optional- Configure City (Address)
    16. Optional- Configure State (Address)
    17. Optional- Configure Postal Code (Address)
    18. Optional- Configure Country (Address)
    19. Optional- Configure Notes
    20. Optional- Configure Is Lead
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Create Company with Aero Workflow API on New Requests from HTTP / Webhook API
HTTP / Webhook + Aero Workflow
 
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Create Company with Aero Workflow API on New Submission from Typeform API
Typeform + Aero Workflow
 
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Create Company with Aero Workflow API on New Submission (Instant) from Jotform API
Jotform + Aero Workflow
 
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Create Company with Aero Workflow API on New Custom Webhook Events from Stripe API
Stripe + Aero Workflow
 
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Create Company with Aero Workflow API on New Scheduled Tasks from Pipedream API
Pipedream + Aero Workflow
 
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is 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.

Create Company on Aero Workflow
Description:Creates a company [See the docs here](https://api.aeroworkflow.com/swagger/index.html)
Version:0.0.1
Key:aero_workflow-create-company

Code

import app from "../../aero_workflow.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "aero_workflow-create-company",
  version: "0.0.1",
  type: "action",
  name: "Create Company",
  description: "Creates a company [See the docs here](https://api.aeroworkflow.com/swagger/index.html)",
  props: {
    app,
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Company name",
    },
    defaultEmailAddress: {
      type: "string",
      label: "Default Email Address",
      description: "Default email address",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "Website",
      optional: true,
    },
    accountNumber: {
      type: "string",
      label: "Account Number",
      description: "Account number",
      optional: true,
    },
    fax: {
      type: "string",
      label: "Fax",
      description: "Fax",
      optional: true,
    },
    hourlyBillableRate: {
      type: "integer",
      label: "Hourly Billable Rate",
      description: "Hourly billable rate",
      optional: true,
    },
    monthlyFixedFee: {
      type: "integer",
      label: "Monthly Fixed Fee",
      description: "Monthly fixed fee",
      optional: true,
    },
    contactFirstName: {
      type: "string",
      label: "Contact First Name",
      description: "Contact first name",
      optional: true,
    },
    contactLastName: {
      type: "string",
      label: "Contact Last Name",
      description: "Contact last name",
      optional: true,
    },
    addressLine1: {
      type: "string",
      label: "Company Address Line 1",
      description: "Address line 1",
      optional: true,
    },
    addressLine2: {
      type: "string",
      label: "Company Line 2",
      description: "Address line 2",
      optional: true,
    },
    addressLine3: {
      type: "string",
      label: "Company Line 3",
      description: "Address line 3",
      optional: true,
    },
    addressCity: {
      type: "string",
      label: "City (Address)",
      description: "Address city",
      optional: true,
    },
    addressState: {
      type: "string",
      label: "State (Address)",
      description: "Address state",
      optional: true,
    },
    addressPostalCode: {
      type: "string",
      label: "Postal Code (Address)",
      description: "Address postal code",
      optional: true,
    },
    addressCountry: {
      type: "string",
      label: "Country (Address)",
      description: "Address country",
      optional: true,
    },
    notes: {
      type: "string",
      label: "Notes",
      description: "Company notes",
      optional: true,
    },
    isLead: {
      type: "boolean",
      label: "Is Lead",
      description: "Set true if it is a lead",
      optional: true,
    },
  },
  async run ({ $ }) {
    const pairs = {
      companyName: "name",
    };
    const data = utils.extractProps(this, pairs);
    const resp = await this.app.createCompany({
      $,
      data,
    });
    $.export("$summary", `The company(ID: ${resp.id}) has been created successfully.`);
    return resp;
  },
};

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.
LabelPropTypeDescription
Aero WorkflowappappThis component uses the Aero Workflow app.
Company NamecompanyNamestring

Company name

Default Email AddressdefaultEmailAddressstring

Default email address

Phonephonestring

Phone

Websitewebsitestring

Website

Account NumberaccountNumberstring

Account number

Faxfaxstring

Fax

Hourly Billable RatehourlyBillableRateinteger

Hourly billable rate

Monthly Fixed FeemonthlyFixedFeeinteger

Monthly fixed fee

Contact First NamecontactFirstNamestring

Contact first name

Contact Last NamecontactLastNamestring

Contact last name

Company Address Line 1addressLine1string

Address line 1

Company Line 2addressLine2string

Address line 2

Company Line 3addressLine3string

Address line 3

City (Address)addressCitystring

Address city

State (Address)addressStatestring

Address state

Postal Code (Address)addressPostalCodestring

Address postal code

Country (Address)addressCountrystring

Address country

Notesnotesstring

Company notes

Is LeadisLeadboolean

Set true if it is a lead

Authentication

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

To get your API Key and Account Number, navigate to Account Settings > Account Profile.

  • If you've already created an API Key it will be listed on this screen.
  • If there is no API Key listed, click the Generate new API Key button.
  • The Account Number (also sometimes called "Account ID") is listed below the API Key

About Aero Workflow

Aero is workflow & practice management built specifically with the modern cloud-based accounting firm in mind.

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New Company Created Event from the Aero Workflow API

Emit new events when a new company is created. See the docs

 
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Create Appointment with the Aero Workflow API

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Creates a contact See the docs here

 
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Create Email Aero with the Aero Workflow API

Creates an email aero See the docs here

 
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Create Task with the Aero Workflow API

Creates a task See the docs here

 
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Create Vault Entry with the Aero Workflow API

Creates a vault entry for selected company See the docs here

 
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