Create Lead with RealGeeks API on New Task Created from HR Cloud API

Pipedream makes it easy to connect APIs for RealGeeks, HR Cloud and 2,900+ other apps remarkably fast.

Trigger workflow on

New Task Created from the HR Cloud API

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Create Lead with the RealGeeks API

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Getting Started#

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

Select this integration
Configure the New Task Created trigger
1. Connect your HR Cloud account
2. Configure timer
Configure the Create Lead action
1. Connect your RealGeeks account
2. Configure Source
3. Optional- Configure Email
4. Optional- Configure First Name
5. Optional- Configure Last Name
6. Optional- Configure Phone number
7. Optional- Configure Address
8. Optional- Configure Additional Fields
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 Task Created on HR Cloud

Description:Emit new event when a new task is created. [See the documentation](https://help.hrcloud.com/api/#/task#GET_tasks)

Version:0.0.1

Key:hr_cloud-new-task-created

View on GitHub

HR Cloud Overview#

HR Cloud is a human resources management system (HRMS) that helps businesses manage their employee data, payroll, benefits, time tracking, and more. This integration enables you to automate your HR workflows by connecting HR Cloud with thousands of other apps on Pipedream.

Trigger Code#

import common from "../common/base.mjs";

export default {
  ...common,
  key: "hr_cloud-new-task-created",
  name: "New Task Created",
  description: "Emit new event when a new task is created. [See the documentation](https://help.hrcloud.com/api/#/task#GET_tasks)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.hrCloud.getTasks;
    },
    getTsField() {
      return "xCreatedOn";
    },
    generateMeta(task) {
      return {
        id: task.Id,
        summary: `New Task: ${task.xSubject}`,
        ts: Date.parse(task[this.getTsField()]),
      };
    },
  },
};

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
HR Cloud	`hrCloud`	`app`	This component uses the HR Cloud app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

To retrieve your Consumer Key and Consumer Secret,

Navigate to your HR Cloud account and sign in
Go to “Settings” > “Service Accounts”
Copy your Consumer Key and Consumer Secret from the Service Account list
Note: Make sure your Service Account status is set to active.

About HR Cloud#

All-in-One HRIS: Employee Onboarding & Engagement

Action#

Create Lead on RealGeeks

Description:Creates a new lead in Real Geeks. [See the documentation](https://developers.realgeeks.com/leads/)

Version:0.0.2

Key:realgeeks-create-lead

View on GitHub

RealGeeks Overview#

The RealGeeks API offers a gateway to RealGeeks' real estate platform, allowing you to manage leads, properties, and agents programmatically. With the RealGeeks API on Pipedream, you can automate interactions with RealGeeks, such as syncing leads with other platforms, triggering actions based on property updates, and managing CRM activities. Pipedream's serverless platform enables you to create these workflows with minimal setup, using pre-built actions or custom Node.js code steps.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import realGeeks from "../../realgeeks.app.mjs";

export default {
  key: "realgeeks-create-lead",
  name: "Create Lead",
  description: "Creates a new lead in Real Geeks. [See the documentation](https://developers.realgeeks.com/leads/)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    realGeeks,
    source: {
      type: "string",
      label: "Source",
      description: "Name of your source, where leads are coming from. This will be displayed to agents so they know where this lead was generated",
    },
    email: {
      type: "string",
      label: "Email",
      description: "Valid email address",
      optional: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the lead",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the lead",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone number",
      description: "Phone number. US numbers could be formatted as `808-123-1234` or `(808) 123-1234`. International number format: `+55 83 1234-1234`",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "Full formatted address",
      optional: true,
    },
    additionalOptions: {
      type: "object",
      label: "Additional Fields",
      description: "Any additional fields to be passed. Values will be parsed as JSON when applicable. [See the documentation for all available fields](https://developers.realgeeks.com/leads/).",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      realGeeks, additionalOptions, source, ...idProps
    } = this;
    if (Object.keys(idProps).length === 0) {
      throw new ConfigurationError("You must provide **at least one** of `email`, `firstName`, `lastName`, `phone`, `address`");
    }

    const {
      firstName, lastName, ...otherIdProps
    } = idProps;

    const response = await realGeeks.createLead({
      $,
      data: {
        source,
        first_name: firstName,
        last_name: lastName,
        ...otherIdProps,
        ...Object.fromEntries(Object.entries(additionalOptions ?? {}).map(([
          key,
          value,
        ]) => {
          try {
            return [
              key,
              JSON.parse(value),
            ];
          } catch (e) {
            return [
              key,
              value,
            ];
          }
        })),
      },
    });

    $.export("$summary", "Successfully created lead");
    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
RealGeeks	`realGeeks`	`app`	This component uses the RealGeeks app.
Source	`source`	`string`	Name of your source, where leads are coming from. This will be displayed to agents so they know where this lead was generated
Email	`email`	`string`	Valid email address
First Name	`firstName`	`string`	First name of the lead
Last Name	`lastName`	`string`	Last name of the lead
Phone number	`phone`	`string`	Phone number. US numbers could be formatted as `808-123-1234` or `(808) 123-1234`. International number format: `+55 83 1234-1234`
Address	`address`	`string`	Full formatted address
Additional Fields	`additionalOptions`	`object`	Any additional fields to be passed. Values will be parsed as JSON when applicable. See the documentation for all available fields