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with Customer Fields and EspoCRM?
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Popular Ways to Connect Customer Fields with EspoCRM#
Popular Customer Fields and EspoCRM Triggers#
Trigger when a new customer is added to the database. See the documentation
Trigger when a profile of a customer has been updated or changed. See the documentation
Emit new event upon the creation, update, deletion, or changes of any field in an entity type. See the documentation
Popular Customer Fields and EspoCRM Actions#
Create a new customer with detailed attributes using the provided data. See the documentation
This component creates a new task in Espo CRM. See the documentation
Update an existing customer's information with new provided data. See the documentation
Overview of Customer Fields#
The Customer Fields API provides a suite of tools for managing customer data in e-commerce platforms, including custom form fields and data automation. With it, you can efficiently tailor customer interactions, streamline data collection, and enhance the shopping experience. Integrating Customer Fields with Pipedream allows for seamless automation of tasks like syncing data to other platforms, triggering personalized communications, or managing customer segments based on custom field data.
Connect Customer Fields#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
customer_fields: {
type: "app",
app: "customer_fields",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.customerfields.com/api/v2/shop.json`,
headers: {
Authorization: `Bearer ${this.customer_fields.$auth.oauth_access_token}`,
"accept": `application/json`,
"content-type": `application/json`,
},
})
},
})
Overview of EspoCRM#
The EspoCRM API allows for robust interaction with your CRM data, enabling the automation of tasks, syncing data across platforms, and the enhancement of customer relationship management through customized workflows. By leveraging this API within Pipedream, you can design serverless workflows that react to CRM events, integrate with other services, and manipulate data to fit your business processes. Pipedream's no-code platform makes it straightforward to create, execute, and maintain these workflows, allowing you to focus on innovation rather than infrastructure.
Connect EspoCRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
espocrm: {
type: "app",
app: "espocrm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.espocrm.$auth.url}/api/v1/CurrencyRate`,
headers: {
"X-Api-Key": `${this.espocrm.$auth.api_key}`,
},
})
},
})
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