Create Or Update Project with Cloze API

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Create Or Update Project with the Cloze API

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Getting Started#

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

Configure the Create Or Update Project action
1. Connect your Cloze account
2. Configure Project Name
3. Optional- Configure App Links
4. Optional- Configure Project Summary
5. Optional- Select a Stage
6. Optional- Select a Segment
7. Optional- Configure Additional Data
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

Create Or Update Project with Cloze API on New Requests (Payload Only) from HTTP / Webhook API

HTTP / Webhook + Cloze

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Create Or Update Project with Cloze API on New Submission from Typeform API

Typeform + Cloze

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Create Or Update Project with Cloze API on New Submission (Instant) from Jotform API

Jotform + Cloze

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Create Or Update Project with Cloze API on New Scheduled Tasks from Pipedream API

Pipedream + Cloze

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Create Or Update Project with Cloze API on New Download Counts from npm API

npm + Cloze

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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 Or Update Project on Cloze

Description:Create a new project or merge updates into an existing one. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Projects/post_v1_projects_create).

Version:0.0.1

Key:cloze-create-update-project

View on GitHub

Code#

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

export default {
  key: "cloze-create-update-project",
  name: "Create Or Update Project",
  description: "Create a new project or merge updates into an existing one. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Projects/post_v1_projects_create).",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    name: {
      type: "string",
      label: "Project Name",
      description: "The name of the project.",
    },
    appLinks: {
      type: "string[]",
      label: "App Links",
      description: "The app links of the project. Each app link should be a JSON object with at least `source` and `uniqueid` keys. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Projects/post_v1_projects_create).",
      optional: true,
      default: [
        JSON.stringify({
          source: "na16.salesforce.com",
          uniqueid: "sdf234v",
        }),
      ],
    },
    summary: {
      type: "string",
      label: "Project Summary",
      description: "The summary of the project.",
      optional: true,
    },
    stage: {
      type: "string",
      label: "Stage",
      description: "The stage of the project.",
      optional: true,
      options: [
        {
          label: "Potential Stage",
          value: "future",
        },
        {
          label: "Active Stage",
          value: "current",
        },
        {
          label: "Won or Done stage",
          value: "won",
        },
        {
          label: "Lost Stage",
          value: "lost",
        },
      ],
    },
    segment: {
      type: "string",
      label: "Segment",
      description: "The segment of the project.",
      optional: true,
      options: [
        "project",
        "project1",
        "project2",
        "project3",
        "project4",
        "project5",
      ],
    },
    additionalData: {
      type: "object",
      label: "Additional Data",
      description: "Additional details for the project in JSON format. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Projects/post_v1_projects_create).",
      optional: true,
    },
  },
  methods: {
    createProject(args = {}) {
      return this.app.post({
        path: "/projects/create",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createProject,
      name,
      appLinks,
      summary,
      stage,
      segment,
      additionalData,
    } = this;

    const response = await createProject({
      $,
      data: {
        name,
        appLinks: utils.parseArray(appLinks),
        summary,
        stage,
        segment,
        ...additionalData,
      },
    });

    $.export("$summary", "Successfully created/updated project.");

    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.

Label	Prop	Type	Description
Cloze	`app`	`app`	This component uses the Cloze app.
Project Name	`name`	`string`	The name of the project.
App Links	`appLinks`	`string[]`	The app links of the project. Each app link should be a JSON object with at least `source` and `uniqueid` keys. See the documentation.
Project Summary	`summary`	`string`	The summary of the project.
Stage	`stage`	`string`	Select a value from the drop down menu:`{ "label": "Potential Stage", "value": "future" }{ "label": "Active Stage", "value": "current" }{ "label": "Won or Done stage", "value": "won" }{ "label": "Lost Stage", "value": "lost" }`
Segment	`segment`	`string`	Select a value from the drop down menu:`projectproject1project2project3project4project5`
Additional Data	`additionalData`	`object`	Additional details for the project in JSON format. See the documentation.

Authentication#

Cloze uses OAuth authentication. When you connect your Cloze account, Pipedream will open a popup window where you can sign into Cloze and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Cloze API.

Pipedream requests the following authorization scopes when you connect your account:

About Cloze#

Cloze automatically keeps track of your email, phone calls, text messages, meetings, documents, Evernote, LinkedIn, Facebook, and Twitter.

More Ways to Use Cloze#

Triggers#

Company Change (Instant) from the Cloze API

Emit new event when significant changes regarding a company are detected. See the documentation.

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Person Change (Instant) from the Cloze API

Emit new event when significant changes happen to a person. See the documentation.

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Project Change (Instant) from the Cloze API

Emit new event when a significant change occurs in a project. See the documentation.

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Actions#

Create Note with the Cloze API

Creates a note in Cloze. See the documentation.

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Create Or Update Company with the Cloze API

Create a new company or enhance an existing company within Cloze. Companies can be created with just a domain name or both a name and another unique identifier such as a phone number and email address. See the documentation.

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