← Google Drive + Insightly integrations

Create Contact with Insightly API on New Shared Drive from Google Drive API

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Trigger workflow on
New Shared Drive from the Google Drive API
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Create Contact with the Insightly API
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Getting Started

This integration creates a workflow with a Google Drive trigger and Insightly 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 New Shared Drive trigger
    1. Connect your Google Drive account
    2. Configure Polling interval
  3. Configure the Create Contact action
    1. Connect your Insightly account
    2. Configure First Name
    3. Configure Last Name
    4. Configure Email
    5. Optional- Configure Title
    6. Optional- Configure Phone
    7. Optional- Configure Street Address
    8. Optional- Configure City
    9. Optional- Configure State
    10. Optional- Configure Postcode
    11. Optional- Configure Country
  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:Emits a new event any time a shared drive is created.
Version:0.1.7
Key:google_drive-new-shared-drive

Google Drive Overview

The Google Drive API on Pipedream allows you to automate various file management tasks, such as creating, reading, updating, and deleting files within your Google Drive. You can also share files, manage permissions, and monitor changes to files and folders. This opens up possibilities for creating workflows that seamlessly integrate with other apps and services, streamlining document handling, backup processes, and collaborative workflows.

Trigger Code

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

export default {
  key: "google_drive-new-shared-drive",
  name: "New Shared Drive",
  description: "Emits a new event any time a shared drive is created.",
  version: "0.1.7",
  type: "source",
  dedupe: "unique",
  props: {
    googleDrive,
    db: "$.service.db",
    timer: {
      label: "Polling interval",
      description: "Interval to poll the Google Drive API for new shared drives",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  hooks: {
    async deploy() {
      const { drives: initDrives } = await this.googleDrive.listDrivesInPage();
      for (const drive of initDrives) {
        const newDrive = await this.googleDrive.getDrive(drive.id);
        const meta = this.generateMeta(newDrive);
        this.$emit(newDrive, meta);
      }

      this._setKnownDrives(initDrives.map((drive) => drive.id));
    },
  },
  methods: {
    _getKnownDrives() {
      return this.db.get("driveIds");
    },
    _setKnownDrives(driveIds) {
      this.db.set("driveIds", Array.from(driveIds));
    },
    generateMeta(drive) {
      const ts = new Date(drive.createdTime).getTime();
      return {
        id: drive.id,
        summary: drive.name,
        ts,
      };
    },
  },
  async run() {
    const knownDrives = new Set(this._getKnownDrives());
    const drivesStream = this.googleDrive.listDrives();
    for await (const drive of drivesStream) {
      if (knownDrives.has(drive.id)) {
        // We've already seen this drive, so we skip it
        continue;
      }

      knownDrives.add(drive.id);

      const newDrive = await this.googleDrive.getDrive(drive.id);
      const meta = this.generateMeta(newDrive);
      this.$emit(newDrive, meta);
    }

    this._setKnownDrives(knownDrives);
  },
};

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
Google DrivegoogleDriveappThis component uses the Google Drive app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling intervaltimer$.interface.timer

Interval to poll the Google Drive API for new shared drives

Trigger Authentication

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

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

https://www.googleapis.com/auth/drive

About Google Drive

Google Drive is a file storage and synchronization service which allows you to create and share your work online, and access your documents from anywhere.

Action

Description:Creates a new contact. [See documentation](https://api.insightly.com/v3.1/Help?#!/Contacts/AddEntity)
Version:0.0.1
Key:insightly-create-contact

Insightly Overview

Insightly's API offers a suite of functions that let you tap into your customer relationship management in real-time, integrating customer data, sales, and project info across a diverse array of business applications and workflows. With Pipedream, you can automate interactions with your Insightly account, sync data effortlessly, and connect to hundreds of apps to streamline tasks, from lead management to project tracking.

Action Code

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

export default {
  key: "insightly-create-contact",
  name: "Create Contact",
  description: "Creates a new contact. [See documentation](https://api.insightly.com/v3.1/Help?#!/Contacts/AddEntity)",
  version: "0.0.1",
  type: "action",
  props: {
    insightly,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the contact.",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the contact.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the contact.",
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the contact.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The phone number of the contact.",
      optional: true,
    },
    addressStreet: {
      type: "string",
      label: "Street Address",
      description: "The street address of the contact.",
      optional: true,
    },
    addressCity: {
      type: "string",
      label: "City",
      description: "The city of the contact.",
      optional: true,
    },
    addressState: {
      type: "string",
      label: "State",
      description: "The state of the contact.",
      optional: true,
    },
    addressPostcode: {
      type: "string",
      label: "Postcode",
      description: "The zip code/postcode of the contact.",
      optional: true,
    },
    addressCountry: {
      type: "string",
      label: "Country",
      description: "The country of the contact.",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      FIRST_NAME: this.firstName,
      LAST_NAME: this.lastName,
      EMAIL_ADDRESS: this.email,
      TITLE: this.title,
      PHONE: this.phone,
      ADDRESS_MAIL_STREET: this.addressStreet,
      ADDRESS_MAIL_CITY: this.addressCity,
      ADDRESS_MAIL_STATE: this.addressState,
      ADDRESS_MAIL_POSTCODE: this.addressPostcode,
      ADDRESS_MAIL_COUNTRY: this.addressCountry,
    };

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

    if (response) {
      $.export("$summary", `Successfully created contact with ID ${response.CONTACT_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
InsightlyinsightlyappThis component uses the Insightly app.
First NamefirstNamestring

The first name of the contact.

Last NamelastNamestring

The last name of the contact.

Emailemailstring

The email of the contact.

Titletitlestring

The title of the contact.

Phonephonestring

The phone number of the contact.

Street AddressaddressStreetstring

The street address of the contact.

CityaddressCitystring

The city of the contact.

StateaddressStatestring

The state of the contact.

PostcodeaddressPostcodestring

The zip code/postcode of the contact.

CountryaddressCountrystring

The country of the contact.

Action Authentication

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

About Insightly

CRM Software CRM Platform Marketing Automation

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