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Create Contact with CATS API

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Create Contact with the CATS API
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Getting Started

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

  1. Configure the Create Contact action
    1. Connect your CATS account
    2. Configure First Name
    3. Configure Last Name
    4. Select a Owner ID
    5. Select a Company ID
    6. Optional- Configure Check Duplicate
    7. Optional- Configure Title
    8. Optional- Select a Reports To Id
    9. Optional- Configure Has Left Company
    10. Optional- Configure Emails
    11. Optional- Configure Phones
    12. Optional- Configure Street Address
    13. Optional- Configure City Address
    14. Optional- Configure State Address
    15. Optional- Configure Address Postal Code
    16. Optional- Configure Country Code
    17. Optional- Configure Social Media URLs
    18. Optional- Configure Is Hot
    19. Optional- Configure Notes
    20. Optional- Select one or more Custom Fields
  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 Contact with CATS API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + CATS
 
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Create Contact with CATS API on New Submission from Typeform API
Typeform + CATS
 
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Create Contact with CATS API on New Submission (Instant) from Jotform API
Jotform + CATS
 
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Create Contact with CATS API on New Scheduled Tasks from Pipedream API
Pipedream + CATS
 
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Create Contact with CATS API on New Download Counts from npm API
npm + CATS
 
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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 Contact on CATS
Description:Adds a new contact to the CATS platform. [See the documentation](https://docs.catsone.com/api/v3/#contacts-create-a-contact)
Version:0.0.1
Key:cats-create-contact

Code

import cats from "../../cats.app.mjs";
import { parseObject } from "../../common/utils.mjs";

export default {
  key: "cats-create-contact",
  name: "Create Contact",
  description: "Adds a new contact to the CATS platform. [See the documentation](https://docs.catsone.com/api/v3/#contacts-create-a-contact)",
  version: "0.0.1",
  type: "action",
  props: {
    cats,
    firstName: {
      propDefinition: [
        cats,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        cats,
        "lastName",
      ],
    },
    ownerId: {
      propDefinition: [
        cats,
        "ownerId",
      ],
    },
    companyId: {
      propDefinition: [
        cats,
        "companyId",
      ],
    },
    checkDuplicate: {
      propDefinition: [
        cats,
        "checkDuplicate",
      ],
      optional: true,
    },
    title: {
      propDefinition: [
        cats,
        "title",
      ],
      optional: true,
    },
    reportsToId: {
      propDefinition: [
        cats,
        "contactId",
      ],
      label: "Reports To Id",
      description: "The ID of the contact that this contact reports to.",
      optional: true,
    },
    hasLeftCompany: {
      type: "boolean",
      label: "Has Left Company",
      description: "Whether the contact has left the company or not.",
      optional: true,
    },
    emails: {
      propDefinition: [
        cats,
        "emails",
      ],
      optional: true,
    },
    phones: {
      propDefinition: [
        cats,
        "phones",
      ],
      optional: true,
    },
    addressStreet: {
      propDefinition: [
        cats,
        "addressStreet",
      ],
      optional: true,
    },
    addressCity: {
      propDefinition: [
        cats,
        "addressCity",
      ],
      optional: true,
    },
    addressState: {
      propDefinition: [
        cats,
        "addressState",
      ],
      optional: true,
    },
    addressPostalCode: {
      propDefinition: [
        cats,
        "addressPostalCode",
      ],
      optional: true,
    },
    countryCode: {
      propDefinition: [
        cats,
        "countryCode",
      ],
      optional: true,
    },
    socialMediaUrls: {
      propDefinition: [
        cats,
        "socialMediaUrls",
      ],
      optional: true,
    },
    isHot: {
      propDefinition: [
        cats,
        "isHot",
      ],
      optional: true,
    },
    notes: {
      propDefinition: [
        cats,
        "notes",
      ],
      optional: true,
    },
    customFields: {
      propDefinition: [
        cats,
        "customFields",
      ],
      withLabel: true,
      reloadProps: true,
      optional: true,
    },
  },
  async additionalProps() {
    const props = {};
    (this.customFields || []).map(({
      label, value,
    }) => {
      props[value] = {
        type: "string",
        label: `Custom Field: ${label}`,
        optional: true,
      };
    }, {});

    return props;
  },
  async run({ $ }) {
    const {
      cats, // eslint-disable-next-line no-unused-vars
      customFields,
      firstName,
      lastName,
      ownerId,
      companyId,
      checkDuplicate,
      reportsToId,
      hasLeftCompany,
      emails,
      phones,
      addressStreet,
      addressCity,
      addressState,
      addressPostalCode,
      countryCode,
      socialMediaUrls,
      ...data
    } = this;

    const customFieldsObject = customFields
      ? customFields.map(({ value }) => {
        return {
          id: value,
          value: data[value],
        };
      })
      : {};

    const { headers } = await cats.createContact({
      $,
      returnFullResponse: true,
      params: {
        check_duplicate: checkDuplicate,
      },
      data: {
        first_name: firstName,
        last_name: lastName,
        owner_id: ownerId,
        company_id: companyId,
        reports_to_id: reportsToId,
        has_left_company: hasLeftCompany,
        emails: parseObject(emails),
        phones: parseObject(phones),
        address: {
          street: addressStreet,
          city: addressCity,
          state: addressState,
          postal_code: addressPostalCode,
        },
        country_code: countryCode,
        social_media_urls: parseObject(socialMediaUrls),
        custom_fields: customFieldsObject,
        ...data,
      },
    });

    const location = headers.location.split("/");
    const contactId = location[location.length - 1];

    $.export("$summary", `Contact successfully created with Id: ${contactId}!`);
    return {
      contactId,
    };
  },
};

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
CATScatsappThis component uses the CATS app.
First NamefirstNamestring

The first name of the record.

Last NamelastNamestring

The last name of the record.

Owner IDownerIdintegerSelect a value from the drop down menu.
Company IDcompanyIdintegerSelect a value from the drop down menu.
Check DuplicatecheckDuplicateboolean

When this flag is set to true, if a duplicate record is found to the one being created, an error will be thrown instead of creating a duplicate record.

Titletitlestring

The record's job title.

Reports To IdreportsToIdintegerSelect a value from the drop down menu.
Has Left CompanyhasLeftCompanyboolean

Whether the contact has left the company or not.

Emailsemailsstring[]

An array of email objects. Each email object should contain two keys: email and is_primary, as described here. Format: {"email":"example@email.com", "is_primary":"true"}

Phonesphonesstring[]

An array of phone objects. Each phone object should contain three keys: number, extension, and type, as described here. Format: {"number":"+16124063451", "extension":"8371", "type":"mobile"}. Type can be mobile, home, work, fax, main or other

Street AddressaddressStreetstring

The street of the record's address.

City AddressaddressCitystring

The city of the record's address.

State AddressaddressStatestring

The state of the record's address.

Address Postal CodeaddressPostalCodestring

The postal code of the record's address.

Country CodecountryCodestring

The country code of the record.

Social Media URLssocialMediaUrlsstring[]

The social media URLs of the record.

Is HotisHotboolean

Whether the record is marked as hot.

Notesnotesstring

Any notes about the record.

Custom FieldscustomFieldsstring[]Select a value from the drop down menu.

Authentication

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

About CATS

CATS Applicant Tracking System (ATS) & Recruiting Software

More Ways to Use CATS

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Actions

Add Candidate to Job Pipeline with the CATS API

Adds a specific candidate to a job pipeline in CATS. See the documentation

 
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Create Candidate with the CATS API

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