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Custom Action with Close API

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HTTP requests, schedules and app events
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Custom Action with the Close API
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Getting Started

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

  1. Configure the Custom Action action
    1. Connect your Close account
    2. Select a Request Method
    3. Configure Relative url
    4. Optional- Configure Query string
    5. Optional- Configure Headers
    6. Optional- Configure Request body
  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

Custom Action with Close API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Close
 
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Custom Action with Close API on New Message from Discord API
Discord + Close
 
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Custom Action with Close API on New Message In Channels from Slack API
Slack + Close
 
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Custom Action with Close API on New Message in Channel from Discord Bot API
Discord Bot + Close
 
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Custom Action with Close API on New Submission from Typeform API
Typeform + Close
 
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Details

This is a pre-built, open source 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.

Custom Action on Close
Description:Makes an aribitrary call to Close API, [See](https://developer.close.com/) for all options.
Version:0.0.1
Key:close-custom-action

Code

import close from "../../close.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "close-custom-action",
  name: "Custom Action",
  description: "Makes an aribitrary call to Close API, [See](https://developer.close.com/) for all options.",
  version: "0.0.1",
  type: "action",
  props: {
    close,
    requestMethod: {
      type: "string",
      label: "Request Method",
      description: "Http method to use in the request.",
      options: [
        "GET",
        "POST",
        "PUT",
        "PATCH",
        "DELETE",
      ],
    },
    relativeUrl: {
      type: "string",
      label: "Relative url",
      description: "A path relative to Close API, to send the request against, e.g. `/lead`",
    },
    queryString: {
      type: "string",
      label: "Query string",
      description: "Query string of the request.",
      optional: true,
    },
    headers: {
      type: "object",
      label: "Headers",
      description: "Headers to be sent in the request.",
      optional: true,
    },
    requestBody: {
      type: "object",
      label: "Request body",
      description: "Body of the request.",
      optional: true,
    },
  },
  async run({ $ }) {
    this.queryString = this.queryString || "";
    const requestBody = {};
    for (let key in this.requestBody) {
      requestBody[key] = utils.parseObject(this.requestBody[key]);
    }
    const response = await this.close._makeRequest({
      method: this.requestMethod,
      path: `${this.relativeUrl}${this.queryString}`,
      headers: this.headers,
      data: this.requestBody,
    });
    $.export("$summary", "Configured request has been sent.");
    return response;
  },
};

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
ClosecloseappThis component uses the Close app.
Request MethodrequestMethodstringSelect a value from the drop down menu:GETPOSTPUTPATCHDELETE
Relative urlrelativeUrlstring

A path relative to Close API, to send the request against, e.g. /lead

Query stringqueryStringstring

Query string of the request.

Headersheadersobject

Headers to be sent in the request.

Request bodyrequestBodyobject

Body of the request.

Authentication

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

API keys are per-organization and can be generated and deleted in the Settings page.

About Close

Inside Sales Software CRM with Calling & Emailing

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Triggers

New Custom Event from the Close API

Emit new event when configured type of events triggered, See all possibilities

 
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New Lead from the Close API

Emit new event when a new Lead is created

 
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New Lead Status Change from the Close API

Emit new event when a Lead status is changed

 
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New Opportunity from the Close API

Emit new event when a new Opportunity is created

 
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Actions

Create Lead with the Close API

Creates a lead, See the docs

 
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Search Leads with the Close API

Searching leads with a given field and word, See the docs

 
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Update Lead with the Close API

Updates a lead, See the docs

 
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