← Flodesk + Copper integrations

Create or Update Project with Copper API on Subscriber Created from Flodesk API

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Trigger workflow on
Subscriber Created from the Flodesk API
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Create or Update Project with the Copper API
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Getting Started

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

  1. Select this integration
  2. Configure the Subscriber Created trigger
    1. Connect your Flodesk account
  3. Configure the Create or Update Project action
    1. Connect your Copper account
    2. Configure Name
    3. Optional- Configure Details
    4. Optional- Select a Assignee ID
    5. Optional- Select a Status
    6. Optional- Select one or more Tags
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a subscriber is created in Flodesk. [See the documentation](https://developers.flodesk.com/#tag/webhook-event/operation/subscriber.created)
Version:0.0.1
Key:flodesk-subscriber-created

Flodesk Overview

The Flodesk API on Pipedream allows you to streamline email marketing efforts by enabling automation of subscriber management and email campaign triggers. With this integration, you can create workflows to sync subscriber data, send personalized emails based on customer actions, and analyze campaign performance, all in a serverless environment. Pipedream's ability to connect with hundreds of apps opens the door to craft custom automation sequences that fit your specific marketing needs.

Trigger Code

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

export default {
  ...common,
  key: "flodesk-subscriber-created",
  name: "Subscriber Created",
  description: "Emit new event when a subscriber is created in Flodesk. [See the documentation](https://developers.flodesk.com/#tag/webhook-event/operation/subscriber.created)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEvents() {
      return [
        "subscriber.created",
      ];
    },
    generateMeta(event) {
      return {
        id: event.subscriber.id,
        summary: `New Subscriber ${event.subscriber.id}`,
        ts: Date.parse(event.event_time),
      };
    },
  },
  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.
LabelPropTypeDescription
FlodeskflodeskappThis component uses the Flodesk app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.

Trigger Authentication

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

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

all

About Flodesk

Flodesk is the world's most intuitive email marketing platform designed to help small businesses grow, nurture and monetize their list while staying beautifully on-brand

Action

Description:Creates a new project or updates an existing one based on the project name. [See the documentation](https://developer.copper.com/projects/create-a-new-project.html)
Version:0.0.1
Key:copper-create-update-project

Copper Overview

Copper CRM's API unlocks the potential to streamline customer relationship management through automation and integration. On Pipedream, this means you can leverage event-driven workflows to sync contacts, manage deals, and automate tasks. Think of it as connecting Copper's insights directly to other apps or databases, triggering events in real-time based on CRM updates or capturing fresh leads instantaneously.

Action Code

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

export default {
  key: "copper-create-update-project",
  name: "Create or Update Project",
  description: "Creates a new project or updates an existing one based on the project name. [See the documentation](https://developer.copper.com/projects/create-a-new-project.html)",
  version: "0.0.1",
  type: "action",
  props: {
    copper,
    name: {
      type: "string",
      label: "Name",
      description: "Name of the project. If a project with the specified name already exists, it will be updated",
    },
    details: {
      type: "string",
      label: "Details",
      description: "Description of the Project",
      optional: true,
    },
    assigneeId: {
      propDefinition: [
        copper,
        "objectId",
        () => ({
          objectType: "users",
        }),
      ],
      label: "Assignee ID",
      description: "The ID of the User that will be the owner of the Project",
      optional: true,
    },
    status: {
      propDefinition: [
        copper,
        "status",
      ],
    },
    tags: {
      propDefinition: [
        copper,
        "tags",
      ],
    },
  },
  async run({ $ }) {
    let response;
    const data = {
      name: this.name,
      assignee_id: this.assigneeId,
      status: this.status,
      tags: this.tags,
    };

    // search for the project
    const project = await this.copper.listObjects({
      $,
      objectType: "projects",
      data: {
        name: this.name,
      },
    });

    // create project if not found
    if (!project?.length) {
      response = await this.copper.createProject({
        $,
        data,
      });
    }
    // update project if found
    else {
      response = await this.copper.updateProject({
        $,
        projectId: project[0].id,
        data,
      });
    }

    $.export("$summary", `Successfully ${project?.length
      ? "updated"
      : "created"} project 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.

LabelPropTypeDescription
CoppercopperappThis component uses the Copper app.
Namenamestring

Name of the project. If a project with the specified name already exists, it will be updated

Detailsdetailsstring

Description of the Project

Assignee IDassigneeIdstringSelect a value from the drop down menu.
StatusstatusstringSelect a value from the drop down menu:OpenCompleted
Tagstagsstring[]Select a value from the drop down menu.

Action Authentication

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

All Copper API calls must include an api_key, which can be generated at System settings > API Keys and email, which is the email address of the token owner.

About Copper

CRM Software Solutions Company

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