← Airtable + DevRev integrations

Create Opportunity with DevRev API on New or Modified Field from Airtable API

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Trigger workflow on
New or Modified Field from the Airtable API
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Create Opportunity with the DevRev API
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Getting Started

This integration creates a workflow with a Airtable trigger and DevRev 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 or Modified Field trigger
    1. Connect your Airtable account
    2. Configure timer
    3. Select a Base
    4. Select a Table
  3. Configure the Create Opportunity action
    1. Connect your DevRev account
    2. Select a Applies To Part
    3. Select one or more Owned By
    4. Configure Title
    5. Optional- Configure Body
    6. Optional- Select one or more Custom Schema Fragments
    7. Optional- Select one or more Tags
    8. Optional- Select one or more Reported By
    9. Select a Account
    10. Optional- Select a Priority
  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 for each new or modified field in a table
Version:0.0.6
Key:airtable_oauth-new-or-modified-field

Airtable 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 common from "../common/common.mjs";

export default {
  name: "New or Modified Field",
  description: "Emit new event for each new or modified field in a table",
  key: "airtable_oauth-new-or-modified-field",
  version: "0.0.6",
  type: "source",
  props: {
    ...common.props,
    tableId: {
      propDefinition: [
        common.props.airtable,
        "tableId",
        ({ baseId }) => ({
          baseId,
        }),
      ],
      description: "The table ID to watch for changes.",
    },
  },
  methods: {
    _getPrevFields() {
      return this.db.get("fieldIds") || {};
    },
    _setPrevFields(fieldIds) {
      this.db.set("fieldIds", fieldIds);
    },
  },
  async run() {
    const prevFields = this._getPrevFields();

    const { tables } = await this.airtable.listTables({
      baseId: this.baseId,
    });
    const { fields } = tables.find(({ id }) => id === this.tableId);

    for (const field of fields) {
      if (prevFields[field.id] && prevFields[field.id] === JSON.stringify(field)) {
        continue;
      }
      const summary = prevFields[field.id]
        ? `${field.name} Updated`
        : `${field.name} Created`;
      prevFields[field.id] = JSON.stringify(field);

      this.$emit(field, {
        id: field.id,
        summary,
        ts: Date.now(),
      });
    }

    this._setPrevFields(prevFields);
  },
};

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
AirtableairtableappThis component uses the Airtable 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.

Trigger Authentication

Airtable uses OAuth authentication. When you connect your Airtable account, Pipedream will open a popup window where you can sign into Airtable 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 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

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 new opportunity in DevRev. [See the documentation](https://devrev.ai/docs/apis/beta-api-spec#/operations/works-create)
Version:0.0.2
Key:devrev-create-opportunity

DevRev Overview

The DevRev API bridges the gap between developers and customers, enabling teams to interact with customer data, handle support issues, and integrate with various development workflows. Within Pipedream, you can wield this API to automate tasks like syncing customer feedback with your issue trackers, updating CRM records, or triggering custom notifications based on customer interactions.

Action Code

import common from "../common/common-work-object.mjs";

export default {
  ...common,
  key: "devrev-create-opportunity",
  name: "Create Opportunity",
  description: "Creates a new opportunity in DevRev. [See the documentation](https://devrev.ai/docs/apis/beta-api-spec#/operations/works-create)",
  version: "0.0.2",
  type: "action",
  props: {
    ...common.props,
    reportedBy: {
      propDefinition: [
        common.props.devrev,
        "userIds",
      ],
      label: "Reported By",
      description: "The users that reported the work",
      optional: true,
    },
    accountId: {
      propDefinition: [
        common.props.devrev,
        "accountId",
      ],
    },
    priority: {
      propDefinition: [
        common.props.devrev,
        "priority",
      ],
    },
  },
  methods: {
    ...common.methods,
    getType() {
      return "opportunity";
    },
  },
};

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
DevRevdevrevappThis component uses the DevRev app.
Applies To PartappliesToPartstringSelect a value from the drop down menu.
Owned ByownedBystring[]Select a value from the drop down menu.
Titletitlestring

Title of the work object

Bodybodystring

Body of the work object

Custom Schema FragmentscustomSchemaFragmentsstring[]Select a value from the drop down menu.
TagstagIdsstring[]Select a value from the drop down menu.
Reported ByreportedBystring[]Select a value from the drop down menu.
AccountaccountIdstringSelect a value from the drop down menu.
PriorityprioritystringSelect a value from the drop down menu:p0p1p2p3

Action Authentication

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

Generate a Personal Access Token (PAT)

  1. In the DevRev app, go to the relevant dev org.
  2. Go to Settings > Account > Personal Access Token.
  3. Click New token and follow the workflow to create your PAT.

As the token value is not retrievable later, we recommend using descriptive names for PATs as it can help you differentiate between multiple PATs.

Copy the PAT and store it securely. Once you go to another page, you cannot retrieve this PAT again.

About DevRev

DevRev is a platform for managing developer-customer relationships that allow developers to build, support, and grow their businesses.

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