Add Gmail Thread to Record with NetHunt CRM API on Person Change (Instant) from Cloze API

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Person Change (Instant) from the Cloze API

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Add Gmail Thread to Record with the NetHunt CRM API

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Getting Started#

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

Select this integration
Configure the Person Change (Instant) trigger
1. Connect your Cloze account
2. Select a Scope
Configure the Add Gmail Thread to Record action
1. Connect your NetHunt CRM account
2. Select a Folder
3. Select a Record
4. Configure Gmail Thread ID
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#

Person Change (Instant) on Cloze

Description:Emit new event when significant changes happen to a person. [See the documentation](https://api.cloze.com/api-docs/#!/Webhooks/post_v1_subscribe).

Version:0.0.1

Key:cloze-person-change-instant

View on GitHub

Cloze Overview#

The Cloze API enables you to access and manage your Cloze CRM data programmatically. In Pipedream, you can create powerful, serverless workflows that react to events or run on schedules to automate tasks involving Cloze data. You could synchronize contacts, track communication history, or trigger actions based on updates in Cloze. By leveraging Pipedream's capacity to connect to a myriad of services, you can create multi-step workflows that involve other apps to streamline your business processes and harness the full potential of CRM automation.

Trigger Code#

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

export default {
  ...common,
  key: "cloze-person-change-instant",
  name: "Person Change (Instant)",
  description: "Emit new event when significant changes happen to a person. [See the documentation](https://api.cloze.com/api-docs/#!/Webhooks/post_v1_subscribe).",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEventName() {
      return events.PERSON_CHANGE;
    },
    generateMeta(event) {
      return {
        id: event?.person.syncKey,
        summary: "New Person Change",
        ts: event?.person.lastChanged,
      };
    },
  },
  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
Cloze	`app`	`app`	This component uses the Cloze app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
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.
Scope	`scope`	`string`	Select a value from the drop down menu:`localteam`

Trigger 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.

Action#

Add Gmail Thread to Record on NetHunt CRM

Description:Links a Gmail thread to a record. [See docs here](https://nethunt.com/integration-api#link-gmail-thread)

Version:0.0.1

Key:nethunt_crm-add-gmail-thread-to-record

View on GitHub

NetHunt CRM Overview#

The NetHunt CRM API provides powerful access to manage customer relationship data programmatically. With this API and Pipedream, you can automate tasks, synchronize customer data across platforms, trigger communications based on customer interactions, and much more. Pipedream's serverless execution model and vast library of app integrations open up a myriad of possibilities for streamlining sales processes and enhancing customer engagement by automating the flow of information between NetHunt CRM and other business tools.

Action Code#

import nethuntCrm from "../../nethunt_crm.app.mjs";

export default {
  key: "nethunt_crm-add-gmail-thread-to-record",
  name: "Add Gmail Thread to Record",
  description: "Links a Gmail thread to a record. [See docs here](https://nethunt.com/integration-api#link-gmail-thread)",
  version: "0.0.1",
  type: "action",
  props: {
    nethuntCrm,
    folderId: {
      propDefinition: [
        nethuntCrm,
        "folderId",
      ],
    },
    recordId: {
      propDefinition: [
        nethuntCrm,
        "recordId",
        (c) => ({
          folderId: c.folderId,
        }),
      ],
    },
    gmailThreadId: {
      type: "string",
      label: "Gmail Thread ID",
      description: "The Gmail Thread ID.",
    },
  },
  async run({ $ }) {
    const response = await this.nethuntCrm.linkGmailThread({
      recordId: this.recordId,
      data: {
        gmailThreadId: this.gmailThreadId,
      },
    });
    $.export("$summary", "Linked Gmail thread successfully");
    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
NetHunt CRM	`nethuntCrm`	`app`	This component uses the NetHunt CRM app.
Folder	`folderId`	`string`	Select a value from the drop down menu.
Record	`recordId`	`string`	Select a value from the drop down menu.
Gmail Thread ID	`gmailThreadId`	`string`	The Gmail Thread ID.

Action Authentication#

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

In order to obtain your NetHunt API key, log into NetHunt with your Gmail account and find the API key under the NetHunt CRM tab in Settings (click on "Generate" if necessary).
For the email_address field, use the Gmail with Nethunt enabled.

About NetHunt CRM#

NetHunt is a Gmail CRM that brings sales automation and drip campaigns straight to your inbox.

More Ways to Connect NetHunt CRM + Cloze#

Other Popular Integrations#

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Add Gmail Thread to Record with NetHunt CRM API on Person Change (Instant) from Cloze API

Pipedream makes it easy to connect APIs for NetHunt CRM, Cloze and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

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