Create Deal with CompanyHub API on New Ticket from eStreamDesk API

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Trigger workflow on

New Ticket from the eStreamDesk API

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Create Deal with the CompanyHub API

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Getting Started#

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

Select this integration
Configure the New Ticket trigger
1. Connect your eStreamDesk account
2. Configure Polling interval
Configure the Create Deal action
1. Connect your CompanyHub account
2. Configure Deal Name
3. Select a Deal Stage
4. Optional- Select a Company ID
5. Optional- Select a Contact ID
6. Optional- Configure Amount
7. Optional- Configure Expected Close Date
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 Ticket on eStreamDesk

Description:Emit new event when a ticket is created

Version:0.0.2

Key:estreamdesk-new-ticket

View on GitHub

eStreamDesk Overview#

The eStreamDesk API facilitates the creation, manipulation, and tracking of support tickets within the eStreamDesk helpdesk system. By leveraging the API on Pipedream, you can seamlessly connect your customer support operations with other services to automate notifications, synchronize data across platforms, and trigger custom workflows. This can lead to improved response times, better customer service, and more efficient resolution of support issues.

Trigger Code#

import estreamdesk from "../../estreamdesk.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  estreamdesk,
  key: "estreamdesk-new-ticket",
  name: "New Ticket",
  description: "Emit new event when a ticket is created",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  props: {
    estreamdesk,
    db: "$.service.db",
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll the eStreamDesk API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  hooks: {
    async activate() {
      const lastId = this._getLastId();
      await this.processTickets({
        lastId,
      },
      25);
    },
  },
  methods: {
    _getLastId() {
      return this.db.get("lastId");
    },
    _setLastId(lastId) {
      this.db.set("lastId", lastId);
    },
    async processTickets(params, limit) {
      const tickets = this.estreamdesk.paginate({
        fn: this.estreamdesk.listTickets,
        params,
        limit,
      });
      let { lastId } = params;

      for await (const event of tickets) {
        if (!lastId || lastId <= event.Id) {
          this._setLastId(event.Id);
        }

        this.emitEvent(event);
        lastId = event.Id;
      }
    },
    emitEvent(event) {
      const ts = new Date();
      this.$emit(event, {
        id: `${event.Id}_${ts}`,
        ts,
        summary: `New ticket: ${event.Id}`,
      });
    },
  },
  async run() {
    const lastId = this._getLastId();
    const params = {};
    if (lastId) params.fromId = lastId;
    await this.processTickets(params);
  },
};

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
eStreamDesk	`estreamdesk`	`app`	This component uses the eStreamDesk app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the eStreamDesk API on this schedule

Trigger Authentication#

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

You can get your API Key in Site Management > Site Settings. Make sure Save once you generate a new key.

About eStreamDesk#

If you are looking for an easy to use yet extremely powerful service to help you manage customer requests then eStreamDesk may be just what you are looking for. eStreamDesk is a hosted helpdesk and ticket tracking service that helps you to deliver exception customer service while saving time and cutting support costs.

Action#

Create Deal on CompanyHub

Description:Creates a new deal. [See the documentation](https://companyhub.com/docs/api-documentation)

Version:0.0.1

Key:companyhub-create-deal

View on GitHub

CompanyHub Overview#

The CompanyHub API offers a platform for seamless CRM automation, enabling you to streamline sales processes, manage customer interactions, and analyze data efficiently. With it, you can automate tasks like data entry, lead tracking, and follow-ups, saving time and eliminating manual errors. Pipedream's integration capabilities allow you to connect CompanyHub with other apps to create custom, automated workflows that trigger actions based on events, sync data across platforms, or generate real-time notifications.

Action Code#

import companyhub from "../../companyhub.app.mjs";

export default {
  key: "companyhub-create-deal",
  name: "Create Deal",
  description: "Creates a new deal. [See the documentation](https://companyhub.com/docs/api-documentation)",
  version: "0.0.1",
  type: "action",
  props: {
    companyhub,
    name: {
      type: "string",
      label: "Deal Name",
      description: "The name of the deal",
    },
    stage: {
      type: "string",
      label: "Deal Stage",
      description: "The stage of the deal",
      options: [
        "Prospecting",
        "Qualification",
        "Discussion",
        "Proposal",
        "Review",
        "Closed Won",
        "Closed Lost",
      ],
    },
    companyId: {
      propDefinition: [
        companyhub,
        "companyId",
      ],
    },
    contactId: {
      propDefinition: [
        companyhub,
        "contactId",
      ],
    },
    amount: {
      type: "string",
      label: "Amount",
      description: "The amount of the deal",
      optional: true,
    },
    closeDate: {
      type: "string",
      label: "Expected Close Date",
      description: "The expected close date of the deal in ISO-8601 format. E.g. `2025-03-14T00:00:00`",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.companyhub.createDeal({
      $,
      data: {
        Name: this.name,
        Company: this.companyId,
        Contact: this.contactId,
        Stage: this.stage,
        Amount: this.amount,
        CloseDate: this.closeDate,
      },
    });
    if (response.Success) {
      $.export("$summary", `Successfully created deal with ID: ${response.Id}`);
    }
    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
CompanyHub	`companyhub`	`app`	This component uses the CompanyHub app.
Deal Name	`name`	`string`	The name of the deal
Deal Stage	`stage`	`string`	Select a value from the drop down menu:`ProspectingQualificationDiscussionProposalReviewClosed WonClosed Lost`
Company ID	`companyId`	`string`	Select a value from the drop down menu.
Contact ID	`contactId`	`string`	Select a value from the drop down menu.
Amount	`amount`	`string`	The amount of the deal
Expected Close Date	`closeDate`	`string`	The expected close date of the deal in ISO-8601 format. E.g. `2025-03-14T00:00:00`