Add Tags to Lead with DealMachine API on New Appointment Updated from Cliniko API

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New Appointment Updated from the Cliniko API

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Add Tags to Lead with the DealMachine API

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Getting Started#

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

Select this integration
Configure the New Appointment Updated trigger
1. Connect your Cliniko account
2. Configure Polling Schedule
Configure the Add Tags to Lead action
1. Connect your DealMachine account
2. Select a Lead Id
3. Select one or more Tag Ids
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 Appointment Updated on Cliniko

Description:Emit new event when an appointment is updated in Cliniko.

Version:0.0.1

Key:cliniko-new-appointment-updated

View on GitHub

Cliniko Overview#

The Cliniko API opens a gateway to healthcare practice management by allowing you to interact with patient data, appointments, treatments, and more. With Pipedream, you can automate mundane tasks, ensuring that patient care remains front and center. Think of syncing appointment data with other calendars, sending personalized follow-up emails, or even managing inventory based on treatment records, all streamlined on a serverless platform.

Trigger Code#

import common from "../common/polling.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "cliniko-new-appointment-updated",
  name: "New Appointment Updated",
  description: "Emit new event when an appointment is updated in Cliniko.",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceName() {
      return "appointments";
    },
    getResourcesFn() {
      return this.app.listAppointments;
    },
    generateMeta(resource) {
      return {
        id: `${resource.id}-${resource.updated_at}`,
        summary: `Appointment updated: ${resource.id}`,
        ts: Date.parse(resource.updated_at),
      };
    },
    getSort() {
      return "updated_at:desc";
    },
  },
  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
Cliniko	`app`	`app`	This component uses the Cliniko app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling Schedule	`timer`	`$.interface.timer`	How often to poll the API

Trigger Authentication#

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

About Cliniko#

Health Practice Management Software

Action#

Add Tags to Lead on DealMachine

Description:Add tags(s) to the lead. [See the documentation](https://docs.dealmachine.com/#ba760bae-ed7e-4b88-91ab-4f67668b111c)

Version:0.0.1

Key:dealmachine-add-tag-to-lead

View on GitHub

DealMachine Overview#

The DealMachine API allows for automation of real estate investment tasks such as property research, direct mail marketing, and lead management. By connecting the DealMachine API to Pipedream, users can automate workflows, combine real estate data with other apps, and trigger custom actions based on specific criteria. Pipedream's serverless platform provides a powerful way to interact with the DealMachine API, process data, and integrate with countless other services to optimize real estate investment strategies.

Action Code#

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

export default {
  key: "dealmachine-add-tag-to-lead",
  name: "Add Tags to Lead",
  version: "0.0.1",
  description: "Add tags(s) to the lead. [See the documentation](https://docs.dealmachine.com/#ba760bae-ed7e-4b88-91ab-4f67668b111c)",
  type: "action",
  props: {
    dealmachine,
    leadId: {
      propDefinition: [
        dealmachine,
        "leadId",
      ],
    },
    tagIds: {
      propDefinition: [
        dealmachine,
        "tagIds",
      ],
    },
  },
  async run({ $ }) {
    const {
      dealmachine,
      leadId,
      tagIds,
    } = this;

    const { data: response } = await dealmachine.addTagsToLead({
      $,
      leadId,
      data: {
        tag_ids: tagIds.toString(),
      },
    });

    $.export("$summary", `The tag(s) with Id(s): ${tagIds.toString()} ${tagIds.length > 1
      ? "where"
      : "was"} successfully added!`);
    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
DealMachine	`dealmachine`	`app`	This component uses the DealMachine app.
Lead Id	`leadId`	`string`	Select a value from the drop down menu.
Tag Ids	`tagIds`	`string[]`	Select a value from the drop down menu.

Action Authentication#

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

To retrieve your API Key,