Create Contact with Freshsales API

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Create Contact with the Freshsales API

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Getting Started#

Create a workflow to Create Contact with the Freshsales API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Configure the Create Contact action
1. Connect your Freshsales account
2. Configure Email
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

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Create Contact with Freshsales API on New Scheduled Tasks from Pipedream API

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npm + Freshsales

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Details#

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is 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.

Create Contact on Freshsales

Description:Create a new contact in your Freshsales account. [See the documentation](https://developer.freshsales.io/api/#create_a_contact)

Version:0.0.1

Key:freshsales-create-contact

View on GitHub

Code#

import { parseObject } from "../../common/utils.mjs";
import freshsales from "../../freshsales.app.mjs";

export default {
  key: "freshsales-create-contact",
  name: "Create Contact",
  description: "Create a new contact in your Freshsales account. [See the documentation](https://developer.freshsales.io/api/#create_a_contact)",
  version: "0.0.1",
  type: "action",
  props: {
    freshsales,
    email: {
      type: "string",
      label: "Email",
      description: "Email of the contact",
      reloadProps: true,
    },
  },
  async additionalProps() {
    const { fields } = await this.freshsales.getContactFields();
    const filteredFields = fields.filter((field) => (field.visible === true && field.name != "emails"));

    const props = {};
    for (const field of filteredFields) {

      const data = {
        type: field.type === "multi_select_dropdown"
          ? "string[]"
          : "string",
        label: field.label,
        description: `${field.label} of the contact.`,
        optional: field.required === false,
      };

      if (field.name === "sales_accounts") {
        const { sales_accounts: options } = await this.freshsales.getSalesAccounts();
        const salesAccountOptions = options.map((account) => ({
          label: account.name,
          value: `${account.id}`,
        }));
        props.primaryAccount = {
          type: "string",
          label: "Primary Sales Account",
          description: "Primary sales account of the contact.",
          optional: true,
          options: salesAccountOptions,
        };
        props.additionalAccounts = {
          type: "string[]",
          label: "Additional Sales Accounts",
          description: "Additional sales accounts of the contact.",
          optional: true,
          options: salesAccountOptions,
        };
      } else {
        if ([
          "dropdown",
          "multi_select_dropdown",
        ].includes(field.type)) {
          data.type = "integer";
          data.options = field.choices.map((choice) => ({
            label: choice.value,
            value: choice.id,
          }));
        }
        props[field.name] = data;
      }
    }

    return props;
  },
  async run({ $ }) {

    const {
      freshsales,
      ...data
    } = this;

    if (data.primaryAccount) {
      data.sales_accounts = [
        {
          id: data.primaryAccount,
          is_primary: true,
        },
      ];
      parseObject(data.additionalAccounts)?.map((account) => {
        data.sales_accounts.push(
          {
            id: account,
            is_primary: false,
          },
        );
      });
      delete data.primaryAccount;
      delete data.additionalAccounts;
    }

    const response = await freshsales.createContact({
      $,
      data,
    });

    $.export("$summary", `Successfully created contact with ID: ${response.contact.id}`);
    return response;
  },
};

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.