Add or update multiple records with Data Stores API on New Contact from ForceManager API

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Trigger workflow on

New Contact from the ForceManager API

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Add or update multiple records with the Data Stores API

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Getting Started#

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

Select this integration
Configure the New Contact trigger
1. Connect your ForceManager account
2. Configure timer
Configure the Add or update multiple records action
1. Connect your Data Stores account
2. Configure Data Store
3. Configure Data
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 Contact on ForceManager

Description:Emit new event when a new contact is created. [See the documentation](https://developer.forcemanager.com/#c1c37cd1-5cb9-473f-8918-7583ee0469e4)

Version:0.0.1

Key:forcemanager-new-contact

View on GitHub

ForceManager Overview#

The ForceManager API allows for robust interaction with ForceManager's CRM platform. It facilitates access to data on sales, customer interactions, and performance metrics. With Pipedream, you can automate actions based on this data, integrate with other services, and create custom workflows that leverage events and triggers from ForceManager to streamline sales processes and data management. Interacting with the ForceManager API through Pipedream allows you to connect CRM data with other applications such as email, calendars, support systems, and more, creating a seamless flow of information across your business tools.

Trigger Code#

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

export default {
  ...common,
  key: "forcemanager-new-contact",
  name: "New Contact",
  description: "Emit new event when a new contact is created. [See the documentation](https://developer.forcemanager.com/#c1c37cd1-5cb9-473f-8918-7583ee0469e4)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.forcemanager.listContacts;
    },
    getSummary(contact) {
      return `New Contact: ${contact.firstName} ${contact.lastName}`;
    },
  },
  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
ForceManager	`forcemanager`	`app`	This component uses the ForceManager app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

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

About ForceManager#

The CRM to Supercharge Sales Teams. On the road. In the office. From home.

Action#

Add or update multiple records on Data Stores

Description:Add or update multiple records to your [Pipedream Data Store](https://pipedream.com/data-stores/).

Version:0.0.6

Key:data_stores-add-update-multiple-records

View on GitHub

Data Stores Overview#

Data Stores are a key-value store that allow you to persist state and share data across workflows. You can perform CRUD operations, enabling dynamic data management within your serverless architecture. Use it to save results from API calls, user inputs, or interim data; then read, update, or enrich this data in subsequent steps or workflows. Data Stores simplify stateful logic and cross-workflow communication, making them ideal for tracking process statuses, aggregating metrics, or serving as a simple configuration store.

Action Code#

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

export default {
  key: "data_stores-add-update-multiple-records",
  name: "Add or update multiple records",
  description: "Add or update multiple records to your [Pipedream Data Store](https://pipedream.com/data-stores/).",
  version: "0.0.6",
  type: "action",
  props: {
    app,
    dataStore: {
      propDefinition: [
        app,
        "dataStore",
      ],
    },
    data: {
      label: "Data",
      type: "object",
      description: "Enter data you'd like to add as key-value pairs, or reference an object from a previous step using a custom expression (e.g., `{{steps.data.$return_value}}`). Note that any keys that are duplicated will get overwritten with the last value entered (so `[{jerry: \"constanza\", jerry: \"seinfeld\"}]` will get stored as `[{jerry: \"seinfeld\"}]`).",
    },
  },
  methods: {
    /**
     * Tries to convert a string to a JSON object or a primitive value.
     * @param {any} value Value to be converted
     * @returns The converted value
     */
    convertString(value) {
      // If type is already primitive non string, return it
      const primitives = [
        "boolean",
        "number",
      ];
      if (primitives.includes(typeof value)) {
        return value;
      }

      // Tries to convert string to possible other primitive types
      if (typeof value === "string") {
        // Convert boolean
        if (value.toLowerCase() === "true") {
          return true;
        }
        if (value.toLowerCase() === "false") {
          return false;
        }

        // Convert number
        if (!isNaN(value)) {
          return parseFloat(value);
        }
      }

      return this.app.evaluate(value);
    },
    /**
     * Add all the key-value pairs in the map object to be used in the data store
     * @param {*} data Data to be parsed
     * @param {Map} map Hashmap to be updated
     */
    populateHashMapOfData(data, map) {
      if (!Array.isArray(data) && typeof(data) === "object") {
        Object.keys(data).forEach((key) => map[key] = this.convertString(data[key]));
        return;
      }

      if (Array.isArray(data)) {
        for (const item of data) {
          this.populateHashMapOfData(item, map);
        }
      }
    },
    getHashMapOfData(data) {
      const map = {};
      this.populateHashMapOfData(data, map);
      return map;
    },
  },
  async run({ $ }) {
    if (typeof this.data === "string") {
      this.data = this.app.evaluate(this.data);
    }
    const map = this.getHashMapOfData(this.data);
    const keys = Object.keys(map);
    const promises = Object.keys(map).map((key) => this.dataStore.set(key, map[key]));
    await Promise.all(promises);
    if (keys.length === 0) {
      $.export("$summary", "No data was added to the data store.");
    } else {
      // eslint-disable-next-line multiline-ternary
      $.export("$summary", `Successfully added or updated ${keys.length} record${keys.length === 1 ? "" : "s"}`);
    }
    return map;
  },
};

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
Data Stores	`app`	`app`	This component uses the Data Stores app.
Data Store	`dataStore`	`data_store`	Select an existing Data Store or create a new one.
Data	`data`	`object`	Enter data you'd like to add as key-value pairs, or reference an object from a previous step using a custom expression (e.g., `{{steps.data.$return_value}}`). Note that any keys that are duplicated will get overwritten with the last value entered (so `[{jerry: "constanza", jerry: "seinfeld"}]` will get stored as `[{jerry: "seinfeld"}]`).