← Airtable (OAuth) + Close integrations

Create Lead with Close API on New, Modified or Deleted Records from Airtable (OAuth) API

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Trigger workflow on
New, Modified or Deleted Records from the Airtable (OAuth) API
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Create Lead with the Close API
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Getting Started

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

  1. Select this integration
  2. Configure the New, Modified or Deleted Records trigger
    1. Connect your Airtable (OAuth) account
    2. Configure timer
    3. Select a Base
    4. Select a Table
    5. Optional- Configure Return Fields By Field ID
  3. Configure the Create Lead action
    1. Connect your Close account
    2. Configure Name
    3. Optional- Configure Url
    4. Optional- Configure Description
    5. Optional- Select a Status ID
    6. Optional- Configure Contacts
    7. Optional- Configure Addresses
    8. Optional- Configure More Fields
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event each time a record is added, updated, or deleted in an Airtable table. Supports tables up to 10,000 records
Version:0.0.6
Key:airtable_oauth-new-modified-or-deleted-records

Airtable (OAuth) Overview

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Trigger Code

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

export default {
  ...base,
  name: "New, Modified or Deleted Records",
  key: "airtable_oauth-new-modified-or-deleted-records",
  version: "0.0.6",
  type: "source",
  description: "Emit new event each time a record is added, updated, or deleted in an Airtable table. Supports tables up to 10,000 records",
  props: {
    ...base.props,
    tableId: {
      propDefinition: [
        base.props.airtable,
        "tableId",
        ({ baseId }) => ({
          baseId,
        }),
      ],
      description: "The table ID to watch for changes.",
    },
    returnFieldsByFieldId: {
      propDefinition: [
        base.props.airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  methods: {
    ...base.methods,
    _getPrevAllRecordIds() {
      return this.db.get("prevAllRecordIds");
    },
    _setPrevAllRecordIds(prevAllRecordIds) {
      this.db.set("prevAllRecordIds", prevAllRecordIds);
    },
  },
  async run(event) {
    const {
      baseId,
      tableId,
      viewId,
    } = this;

    const metadata = {
      baseId,
      tableId,
      viewId,
    };

    const prevAllRecordIds = this._getPrevAllRecordIds();

    const lastTimestamp = this._getLastTimestamp();
    const params = {
      filterByFormula: `LAST_MODIFIED_TIME() > "${lastTimestamp}"`,
      returnFieldsByFieldId: this.returnFieldsByFieldId || false,
    };

    const records = await this.airtable.listRecords({
      baseId,
      tableId,
      params,
    });

    let allRecordIds = [],
      newRecordsCount = 0,
      modifiedRecordsCount = 0,
      deletedRecordsCount = 0;

    if (records) {
      for (const record of records) {
        if (!lastTimestamp || moment(record.createdTime) > moment(lastTimestamp)) {
          record.type = "new_record";
          newRecordsCount++;
        } else {
          record.type = "record_modified";
          modifiedRecordsCount++;
        }

        record.metadata = metadata;

        this.$emit(record, {
          summary: `${record.type}: ${JSON.stringify(record.fields)}`,
          id: record.id,
        });
      }
    }

    delete params.filterByFormula;

    const data = await this.airtable.listRecords({
      baseId,
      tableId,
      params,
    });
    if (!data.length || data.length === 0) return;
    allRecordIds = [
      ...data.map((record) => record.id),
    ];

    if (prevAllRecordIds) {
      const deletedRecordIds = prevAllRecordIds.filter(
        (prevRecord) => !allRecordIds.includes(prevRecord),
      );
      for (const recordID of deletedRecordIds) {
        deletedRecordsCount++;
        const deletedRecordObj = {
          metadata,
          type: "record_deleted",
          id: recordID,
        };
        this.$emit(deletedRecordObj, {
          summary: "record_deleted",
          id: recordID,
        });
      }
    }

    console.log(
      `Emitted ${newRecordsCount} new records(s) and ${modifiedRecordsCount} modified record(s) and ${deletedRecordsCount} deleted records.`,
    );
    this._setPrevAllRecordIds(allRecordIds);

    // We keep track of the timestamp of the current invocation
    this.updateLastTimestamp(event);
  },
};

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.
LabelPropTypeDescription
Airtable (OAuth)airtableappThis component uses the Airtable (OAuth) app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
BasebaseIdstringSelect a value from the drop down menu.
TabletableIdstringSelect a value from the drop down menu.
Return Fields By Field IDreturnFieldsByFieldIdboolean

An optional boolean value that lets you return field objects where the key is the field id. This defaults to false, which returns field objects where the key is the field name.

Trigger Authentication

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

About Airtable (OAuth)

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

Action

Description:Creates a lead, [See the docs](https://developer.close.com/resources/leads/#create-a-new-lead)
Version:0.1.0
Key:close-create-lead

Close Overview

The Close API provides access to a robust CRM platform, enabling users to automate sales processes, manage leads, and track communication history. Harnessing the Close API within Pipedream's ecosystem allows for the creation of custom, serverless workflows that can react in real-time to events, synchronize data across apps, and streamline sales operations. By leveraging Pipedream's capabilities, you can trigger actions based on Close events, manipulate Close data, and integrate with countless other services to amplify your CRM's functionality.

Action Code

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

export default {
  type: "action",
  key: "close-create-lead",
  version: "0.1.0",
  name: "Create Lead",
  description: "Creates a lead, [See the docs](https://developer.close.com/resources/leads/#create-a-new-lead)",
  props: {
    close,
    name: {
      label: "Name",
      description: "Name of the lead",
      type: "string",
    },
    url: {
      label: "Url",
      description: "Url",
      type: "string",
      optional: true,
    },
    description: {
      label: "Description",
      description: "Description of the lead",
      type: "string",
      optional: true,
    },
    statusId: {
      propDefinition: [
        close,
        "statusId",
      ],
    },
    contacts: {
      propDefinition: [
        close,
        "contacts",
      ],
    },
    addresses: {
      propDefinition: [
        close,
        "addresses",
      ],
    },
    moreFields: {
      propDefinition: [
        close,
        "moreFields",
      ],
    },
  },
  async run({ $ }) {
    const data = {
      name: this.name,
    };
    if (this.url) data.url = this.url;
    if (this.statusId) data.status_id = this.statusId;
    if (this.contacts) data.contacts = utils.parseArray(this.contacts);
    if (this.addresses) data.addresses = utils.parseArray(this.addresses);
    const moreFields = {};
    for (let key in this.moreFields) {
      moreFields[key] = utils.parseObject(this.moreFields[key]);
    }
    const response = await this.close.createLead({
      data: {
        ...data,
        ...moreFields,
      },
    });
    $.export("$summary", "Lead has been created.");
    return response.data;
  },
};

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.

LabelPropTypeDescription
ClosecloseappThis component uses the Close app.
Namenamestring

Name of the lead

Urlurlstring

Url

Descriptiondescriptionstring

Description of the lead

Status IDstatusIdstringSelect a value from the drop down menu.
Contactscontactsstring[]

Please provide an object structure for each row like e.g.:,
{
"name": "Gob",
"title": "Sr. Vice President",
"emails": [ { "type": "office", "email": "gob@example.com" } ],
"phones": [ { "type": "office", "phone": "8004445555" } ]
}

Addressesaddressesstring[]

Please provide an object structure for each row like e.g.:,
{
"label": "business",
"address_1": "747 Howard St",
"address_2": "Room 3",
"city": "San Francisco",
"state": "CA",
"zipcode": "94103",
"country":"US",
}

More FieldsmoreFieldsobject

Additional properties not listed as a prop

Action Authentication

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

API keys are per-organization and can be generated and deleted in the Settings page.

About Close

Inside Sales Software CRM with Calling & Emailing

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