Create Lead with Close API on New Event Scheduled from DaySchedule API

Pipedream makes it easy to connect APIs for Close, DaySchedule and 2,400+ other apps remarkably fast.

Trigger workflow on

New Event Scheduled from the DaySchedule API

Next, do this

Create Lead with the Close API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the New Event Scheduled trigger
1. Connect your DaySchedule account
2. Configure timer
Configure the Create Lead action
1. Connect your Close account
2. Configure Name
3. Optional- Configure Url
4. Optional- Configure Description
5. Optional- Select a Status ID
6. Optional- Configure Contacts
7. Optional- Configure Addresses
8. Optional- Configure More Fields
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 Event Scheduled on DaySchedule

Description:Emit new event when a new event is added to the schedule.

Version:0.0.1

Key:dayschedule-new-event-scheduled

View on GitHub

DaySchedule Overview#

The DaySchedule API enables the automation of appointment scheduling tasks, allowing users to create, update, and manage appointments efficiently. With Pipedream, you can harness this API to integrate with various services, triggering workflows based on events like new bookings or cancellations. You can orchestrate data flows between DaySchedule and other apps you use for CRM, email marketing, customer support, or internal communication, streamlining the process of managing your calendar and client interactions.

Trigger Code#

import common from "../common/common.mjs";

export default {
  ...common,
  key: "dayschedule-new-event-scheduled",
  name: "New Event Scheduled",
  description: "Emit new event when a new event is added to the schedule.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getHistoricalEvents() {
      const events = await this.dayschedule.paginateResources();
      return events.slice(-25).reverse();
    },
    getTs(event) {
      return Date.parse(event.created_at);
    },
    generateMeta(event) {
      const ts = this.getTs(event);
      return {
        id: event.id,
        summary: event.name,
        ts,
      };
    },
  },
  async run() {
    const lastCreated = this._getLastTs();
    const events = await this.dayschedule.paginateResources({
      params: {
        start: new Date(lastCreated).toISOString()
          .slice(0, 10),
      },
    });
    this.processEvents(events, lastCreated);
  },
};

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
DaySchedule	`dayschedule`	`app`	This component uses the DaySchedule app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

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

About DaySchedule#

A single app to create personalized scheduling pages for the public to book a meeting with you.

Action#

Create Lead on Close

Description:Creates a lead, [See the docs](https://developer.close.com/resources/leads/#create-a-new-lead)

Version:0.1.0

Key:close-create-lead

View on GitHub

Close Overview#

The Close API provides access to a robust CRM platform, enabling users to automate sales processes, manage leads, and track communication history. Harnessing the Close API within Pipedream's ecosystem allows for the creation of custom, serverless workflows that can react in real-time to events, synchronize data across apps, and streamline sales operations. By leveraging Pipedream's capabilities, you can trigger actions based on Close events, manipulate Close data, and integrate with countless other services to amplify your CRM's functionality.

Action Code#

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

export default {
  type: "action",
  key: "close-create-lead",
  version: "0.1.0",
  name: "Create Lead",
  description: "Creates a lead, [See the docs](https://developer.close.com/resources/leads/#create-a-new-lead)",
  props: {
    close,
    name: {
      label: "Name",
      description: "Name of the lead",
      type: "string",
    },
    url: {
      label: "Url",
      description: "Url",
      type: "string",
      optional: true,
    },
    description: {
      label: "Description",
      description: "Description of the lead",
      type: "string",
      optional: true,
    },
    statusId: {
      propDefinition: [
        close,
        "statusId",
      ],
    },
    contacts: {
      propDefinition: [
        close,
        "contacts",
      ],
    },
    addresses: {
      propDefinition: [
        close,
        "addresses",
      ],
    },
    moreFields: {
      propDefinition: [
        close,
        "moreFields",
      ],
    },
  },
  async run({ $ }) {
    const data = {
      name: this.name,
    };
    if (this.url) data.url = this.url;
    if (this.statusId) data.status_id = this.statusId;
    if (this.contacts) data.contacts = utils.parseArray(this.contacts);
    if (this.addresses) data.addresses = utils.parseArray(this.addresses);
    const moreFields = {};
    for (let key in this.moreFields) {
      moreFields[key] = utils.parseObject(this.moreFields[key]);
    }
    const response = await this.close.createLead({
      data: {
        ...data,
        ...moreFields,
      },
    });
    $.export("$summary", "Lead has been created.");
    return response.data;
  },
};

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
Close	`close`	`app`	This component uses the Close app.
Name	`name`	`string`	Name of the lead
Url	`url`	`string`	Url
Description	`description`	`string`	Description of the lead
Status ID	`statusId`	`string`	Select a value from the drop down menu.
Contacts	`contacts`	`string[]`	Please provide an object structure for each row like e.g.:, { "name": "Gob", "title": "Sr. Vice President", "emails": [ { "type": "office", "email": "gob@example.com" } ], "phones": [ { "type": "office", "phone": "8004445555" } ] }
Addresses	`addresses`	`string[]`	Please provide an object structure for each row like e.g.:, { "label": "business", "address_1": "747 Howard St", "address_2": "Room 3", "city": "San Francisco", "state": "CA", "zipcode": "94103", "country":"US", }
More Fields	`moreFields`	`object`	Additional properties not listed as a prop

Create Lead with Close API on New Event Scheduled from DaySchedule API

Pipedream makes it easy to connect APIs for Close, DaySchedule and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular