Create Activity with Pipeline API on New Or Updated Custom Field from ManyChat API

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New Or Updated Custom Field from the ManyChat API

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Create Activity with the Pipeline API

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Getting Started#

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

Select this integration
Configure the New Or Updated Custom Field trigger
1. Connect your ManyChat account
2. Configure timer
3. Select a Custom Field Id
4. Configure Custom Field Value
Configure the Create Activity action
1. Connect your Pipeline account
2. Optional- Select a Person ID
3. Optional- Select a Deal ID
4. Optional- Select a Company ID
5. Optional- Select a Note Category ID
6. Optional- Select a User ID
7. Optional- Configure Content
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 Or Updated Custom Field on ManyChat

Description:Emit new event when a selected custom field on a user profile is added or updated. [See the documentation](https://api.manychat.com/swagger)

Version:0.0.1

Key:manychat-new-or-updated-custom-field

View on GitHub

ManyChat Overview#

The ManyChat API lets you manage and automate conversations in your chatbot, giving you control over user data, tags, and messaging. Integrating ManyChat with Pipedream can supercharge your chatbot workflows, enabling you to connect your ManyChat bot to various apps and services, automate interactions based on triggers, and analyze chatbot data to improve user engagement.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import manychat from "../../manychat.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "manychat-new-or-updated-custom-field",
  name: "New Or Updated Custom Field",
  description: "Emit new event when a selected custom field on a user profile is added or updated. [See the documentation](https://api.manychat.com/swagger)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    manychat,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    customFieldId: {
      propDefinition: [
        manychat,
        "customFieldId",
      ],
    },
    customFieldValue: {
      propDefinition: [
        manychat,
        "customFieldValue",
      ],
    },
  },
  methods: {
    _setUserIds(userIds) {
      return this.db.set("userIds", userIds);
    },
    _getUserIds() {
      return this.db.get("userIds") || [];
    },
    _emitEvent(user) {
      const ts = Date.now();

      this.$emit(user, {
        id: user.id + ts,
        summary: `Custom field added or updated for user ${user.id}`,
        ts: ts,
      });
    },
    compareValues(user, userIds) {
      if (!userIds.includes(user.id)) {
        this._emitEvent(user);
      }
    },
  },
  async run() {
    const { data: users } = await this.manychat.findByCustomField({
      params: {
        field_id: this.customFieldId,
        field_value: this.customFieldValue,
      },
    });

    const userIds = this._getUserIds();
    users.forEach((user) => this.compareValues(user, userIds));

    const newUserIds = users.map((user) => user.id);
    this._setUserIds(newUserIds);
  },
  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
ManyChat	`manychat`	`app`	This component uses the ManyChat app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Custom Field Id	`customFieldId`	`string`	Select a value from the drop down menu.
Custom Field Value	`customFieldValue`	`string`	The value of the custom field to search for.

Trigger Authentication#

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

Please note that you must be on a Pro account or higher in order to create an API Key.

About ManyChat#

Grow your business with ChatMarketing today. Connect with customers via Messenger, SMS, Email, or IG using ManyChat.

Action#

Create Activity on Pipeline

Description:Creates a new activity associated with an existing person, company, or deal. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Activities-(Notes)/paths/~1notes/post)

Version:0.0.1

Key:pipeline-create-activity

View on GitHub

Pipeline Overview#

The Pipeline API on Pipedream enables you to design robust automations that streamline your sales and engagement processes. By leveraging this API, you can programmatically manage your sales pipeline, track email interactions, and book meetings automatically. Create triggers based on email events, update deals based on customer actions, or sync your sales data with other platforms for deeper analysis. With Pipedream's serverless architecture, you can create workflows that respond in real-time, ensuring your sales team has the freshest information at their fingertips.

Action Code#

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

export default {
  name: "Create Activity",
  key: "pipeline-create-activity",
  description: "Creates a new activity associated with an existing person, company, or deal. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Activities-(Notes)/paths/~1notes/post)",
  version: "0.0.1",
  type: "action",
  props: {
    pipeline,
    personId: {
      propDefinition: [
        pipeline,
        "personId",
      ],
    },
    dealId: {
      propDefinition: [
        pipeline,
        "dealId",
      ],
    },
    companyId: {
      propDefinition: [
        pipeline,
        "companyId",
      ],
    },
    noteCategoryId: {
      propDefinition: [
        pipeline,
        "noteCategoryId",
      ],
    },
    userId: {
      propDefinition: [
        pipeline,
        "userId",
      ],
    },
    content: {
      type: "string",
      label: "Content",
      description: "The note content",
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.personId && !this.dealId && !this.companyId) {
      throw new ConfigurationError("At least one of `personId`, `dealId`, or `companyId` must be entered.");
    }

    const data = {
      note: {
        person_id: this.personId,
        deal_id: this.dealId,
        company_id: this.companyId,
        note_category_id: this.noteCategoryId,
        user_id: this.userId,
        content: this.content,
      },
    };

    const response = await this.pipeline.createActivity({
      data,
      $,
    });

    $.export("$summary", `Successfully created Activity 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.

Label	Prop	Type	Description
Pipeline	`pipeline`	`app`	This component uses the Pipeline app.
Person ID	`personId`	`string`	Select a value from the drop down menu.
Deal ID	`dealId`	`string`	Select a value from the drop down menu.
Company ID	`companyId`	`string`	Select a value from the drop down menu.
Note Category ID	`noteCategoryId`	`string`	Select a value from the drop down menu.
User ID	`userId`	`string`	Select a value from the drop down menu.
Content	`content`	`string`	The note content

Action Authentication#

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

To get your API Key, sign in to your Pipeline account, then Account Settings -> API Integrations -> View API Keys.

About Pipeline#

Pipeline is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use Pipeline to manage their sales.

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Popular Triggers#

New Or Updated Custom Field from the ManyChat API

Emit new event when a selected custom field on a user profile is added or updated. See the documentation

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New Deal Created from the Pipeline API

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New Person Created from the Pipeline API

Emit new event when a new person is created in your Pipeline account.

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Popular Actions#

Add Tag to User with the ManyChat API

Adds a specific tag to a user specified by their user ID. This action is essential to categorize and filter users based on business-specific parameters. See the documentation

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Find User by Custom Field with the ManyChat API

Locates a user based on a particular custom field's value. See the documentation

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Send Dynamic Message to User with the ManyChat API

Delivers a dynamic message to a particular user specified by their user ID. See the documentation

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Create Activity with the Pipeline API

Creates a new activity associated with an existing person, company, or deal. See the docs here

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Create Company with the Pipeline API

Creates a new company in your Pipeline account. See the docs here