Create Opportunity with DevRev API on New Records in View from Airtable API

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New Records in View 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.

Select this integration
Configure the New Records in View trigger
1. Connect your Airtable account
2. Configure timer
3. Select a Base
4. Select a Table
5. Select a View
6. Optional- Configure Return Fields By Field ID
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
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 Records in View on Airtable

Description:Emit new event for each new record in a view

Version:0.0.7

Key:airtable_oauth-new-records-in-view

View on GitHub

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

export default {
  ...base,
  name: "New Records in View",
  description: "Emit new event for each new record in a view",
  key: "airtable_oauth-new-records-in-view",
  version: "0.0.7",
  type: "source",
  props: {
    ...base.props,
    tableId: {
      propDefinition: [
        base.props.airtable,
        "tableId",
        ({ baseId }) => ({
          baseId,
        }),
      ],
      description: "The table ID to watch for changes.",
    },
    viewId: {
      propDefinition: [
        base.props.airtable,
        "viewId",
        ({
          baseId, tableId,
        }) => ({
          baseId,
          tableId,
        }),
      ],
      description: "The view ID to watch for changes.",
    },
    returnFieldsByFieldId: {
      propDefinition: [
        base.props.airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  async run() {
    const {
      baseId,
      tableId,
      viewId,
    } = this;

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

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

    if (!records.length) {
      console.log("No new records.");
      return;
    }

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

    let maxTimestamp;
    let recordCount = 0;
    for (const record of records) {
      record.metadata = metadata;

      this.$emit(record, {
        ts: moment(record.createdTime).valueOf(),
        summary: JSON.stringify(record.fields),
        id: record.id,
      });
      if (!maxTimestamp || moment(record.createdTime).valueOf() > moment(maxTimestamp).valueOf()) {
        maxTimestamp = record.createdTime;
      }
      recordCount++;
    }
    console.log(`Emitted ${recordCount} new records(s).`);
    this._setLastTimestamp(maxTimestamp);
  },
};

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
Airtable	`airtable`	`app`	This component uses the Airtable app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Base	`baseId`	`string`	Select a value from the drop down menu.
Table	`tableId`	`string`	Select a value from the drop down menu.
View	`viewId`	`string`	Select a value from the drop down menu.
Return Fields By Field ID	`returnFieldsByFieldId`	`boolean`	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 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#

Create Opportunity on DevRev

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

View on GitHub

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.

Label	Prop	Type	Description
DevRev	`devrev`	`app`	This component uses the DevRev app.
Applies To Part	`appliesToPart`	`string`	Select a value from the drop down menu.
Owned By	`ownedBy`	`string[]`	Select a value from the drop down menu.
Title	`title`	`string`	Title of the work object
Body	`body`	`string`	Body of the work object
Custom Schema Fragments	`customSchemaFragments`	`string[]`	Select a value from the drop down menu.
Tags	`tagIds`	`string[]`	Select a value from the drop down menu.
Reported By	`reportedBy`	`string[]`	Select a value from the drop down menu.
Account	`accountId`	`string`	Select a value from the drop down menu.
Priority	`priority`	`string`	Select 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)

In the DevRev app, go to the relevant dev org.
Go to Settings > Account > Personal Access Token.
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.

More Ways to Connect DevRev + Airtable#

Other Popular Integrations#

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Create Opportunity with DevRev API on New Records in View from Airtable API

Pipedream makes it easy to connect APIs for DevRev, Airtable and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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