Create Card with Pipefy API on New Webhook Automation Event (Instant) from BenchmarkONE API

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New Webhook Automation Event (Instant) from the BenchmarkONE API

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Create Card with the Pipefy API

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Getting Started#

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

Select this integration
Configure the New Webhook Automation Event (Instant) trigger
1. Connect your BenchmarkONE account
2. Configure alert
3. Optional- Configure Webhook Name
Configure the Create Card action
1. Connect your Pipefy account
2. Select a Organization
3. Select a Pipe
4. Select a Phase
5. Configure Title
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 Webhook Automation Event (Instant) on BenchmarkONE

Description:Emit new event when a webhook automation step is triggered in BenchmarkONE.

Version:0.0.1

Key:benchmarkone-new-webhook-automation-event-instant

View on GitHub

Trigger Code#

import benchmarkone from "../../benchmarkone.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "benchmarkone-new-webhook-automation-event-instant",
  name: "New Webhook Automation Event (Instant)",
  description: "Emit new event when a webhook automation step is triggered in BenchmarkONE.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    benchmarkone,
    http: "$.interface.http",
    db: "$.service.db",
    alert: {
      type: "alert",
      alertType: "warning",
      content: "BenchmarkONE does not provide a way to delete webhooks through API. If you want to stop receiving events, you'll need to delete this source and the webhook from the [BenchmarkONE UI > Account Settings > Data > Webhooks](https://app.hatchbuck.com/account/setting#Webhooks)",
    },
    webhookName: {
      type: "string",
      label: "Webhook Name",
      description: "Webhook name for display in the BenchmarkONE UI.",
      optional: true,
    },
  },
  methods: {},
  hooks: {
    async activate() {
      await this.benchmarkone.createWebhook({
        data: {
          URL: this.http.endpoint,
          WebHookName: this.webhookName,
          Trigger: "all triggers",
        },
      });
    },
  },
  async run({ body }) {
    const ts = Date.parse(body.Data.createdDt || new Date());
    this.$emit(body, {
      id: `${body.Data.contactId}-${ts}`,
      summary: "New Automation Event",
      ts: ts,
    });
  },
  sampleEmit,
};

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
BenchmarkONE	`benchmarkone`	`app`	This component uses the BenchmarkONE app.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Webhook Name	`webhookName`	`string`	Webhook name for display in the BenchmarkONE UI.

Trigger Authentication#

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

About BenchmarkONE#

All-in-one marketing automation tool.

Action#

Create Card on Pipefy

Description:Create a new Card in a Pipe. [See the docs here](https://api-docs.pipefy.com/reference/mutations/createCard/)

Version:0.1.2

Key:pipefy-create-card

View on GitHub

Pipefy Overview#

Pipefy is a platform that empowers users to streamline complex processes and workflows without the need for technical skills. With the Pipefy API, you can automate various aspects of your Pipefy environment, such as creating cards, updating fields, and managing pipelines programmatically. Use Pipedream to connect Pipefy with hundreds of other apps and orchestrate workflows that can save time, reduce errors, and enhance efficiency.

Action Code#

import pipefy from "../../pipefy.app.mjs";

export default {
  key: "pipefy-create-card",
  name: "Create Card",
  description: "Create a new Card in a Pipe. [See the docs here](https://api-docs.pipefy.com/reference/mutations/createCard/)",
  version: "0.1.2",
  type: "action",
  props: {
    pipefy,
    organization: {
      propDefinition: [
        pipefy,
        "organization",
      ],
    },
    pipe: {
      propDefinition: [
        pipefy,
        "pipe",
        (c) => ({
          orgId: c.organization,
        }),
      ],
      reloadProps: true,
    },
    phase: {
      propDefinition: [
        pipefy,
        "phase",
        (c) => ({
          pipeId: c.pipe,
        }),
      ],
      reloadProps: true,
    },
    title: {
      type: "string",
      label: "Title",
      description: "Title of the new card",
    },
  },
  async additionalProps() {
    const props = {};
    const startFields = this.pipe
      ? await this.pipefy.listPipeFields(this.pipe)
      : [];
    const fields = this.phase
      ? await this.pipefy.listPhaseFields(this.phase)
      : [];
    const allFields = [
      ...startFields,
      ...fields,
    ];
    for (const field of allFields) {
      props[field.id] = {
        type: "string",
        label: field.label,
        description: `Type: ${field.type}. ${field.description}`,
        optional: !field.required,
      };
      if (field.options.length > 0) {
        props[field.id].options = field.options;
      }
    }
    return props;
  },
  async run({ $ }) {
  /*
  Example query:

  mutation{
    createCard( input: {
      pipe_id: 219739
      fields_attributes: [
        {field_id: "assignee", field_value:[00000, 00001]}
        {field_id: "checklist_vertical", field_value: ["a", "b"]}
        {field_id: "email", field_value: "rocky.balboa@email.com"}
      ]
      parent_ids: ["2750027"]
    })
    { card { id title } }
  }
  */

    const fieldsAttributes = [];
    const startFields = await this.pipefy.listPipeFields(this.pipe);
    const fields = await this.pipefy.listPhaseFields(this.phase);
    const allFields = [
      ...startFields,
      ...fields,
    ];
    for (const field of allFields) {
      if (this[field.id]) {
        fieldsAttributes.push({
          field_id: field.id,
          field_value: this[field.id],
        });
      }
    }

    const variables = {
      pipeId: this.pipe,
      phaseId: this.phase,
      title: this.title,
      fieldsAttributes,
    };

    const response = await this.pipefy.createCard(variables);
    $.export("$summary", "Successfully created card");
    return response;
  },
};

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
Pipefy	`pipefy`	`app`	This component uses the Pipefy app.
Organization	`organization`	`string`	Select a value from the drop down menu.
Pipe	`pipe`	`string`	Select a value from the drop down menu.
Phase	`phase`	`string`	Select a value from the drop down menu.
Title	`title`	`string`	Title of the new card

Action Authentication#

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

To authorize requests to the Pipefy API, you'll need to generate a Personal access token. In order to create Pipefy triggers in Pipedream, you will need to be a Pipefy administrator.

Go to https://app.pipefy.com/tokens
Click Generate new token and give the token a description
Click Save

Create Card with Pipefy API on New Webhook Automation Event (Instant) from BenchmarkONE API

Pipedream makes it easy to connect APIs for Pipefy, BenchmarkONE and 2,700+ other apps remarkably fast.

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

Developers ♥ Pipedream

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