← Nectar CRM

Create Sale Opportunity with Nectar CRM API

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Create Sale Opportunity with the Nectar CRM API
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Getting Started

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

  1. Configure the Create Sale Opportunity action
    1. Connect your Nectar CRM account
    2. Select a Contact ID
    3. Configure Name
    4. Optional- Configure Due Date
    5. Optional- Configure Observation
    6. Optional- Configure Monthly Amount
    7. Optional- Configure Probability
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

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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 Sale Opportunity on Nectar CRM
Description:Created a sale opportunity. [See docs here](https://nectarcrm.docs.apiary.io/#reference/0/oportunidades/criar)
Version:0.0.1
Key:nectar_crm-create-sale-opportunity

Code

import { defineAction } from "@pipedream/types";
import nectar_crm from "../../app/nectar_crm.app.mjs";
export default defineAction({
    key: "nectar_crm-create-sale-opportunity",
    name: "Create Sale Opportunity",
    description: "Created a sale opportunity. [See docs here](https://nectarcrm.docs.apiary.io/#reference/0/oportunidades/criar)",
    version: "0.0.1",
    type: "action",
    props: {
        nectar_crm,
        contactId: {
            propDefinition: [
                nectar_crm,
                "contactId",
            ],
        },
        name: {
            label: "Name",
            description: "The name of the sale opportunity",
            type: "string",
        },
        dueDate: {
            label: "Due Date",
            description: "The due date to finish the sale opportunity. E.g. `2022-07-20T00:00:00-03:00`",
            type: "string",
            optional: true,
        },
        observation: {
            label: "Observation",
            description: "The observation of the sale opportunity",
            type: "string",
            optional: true,
        },
        monthlyAmount: {
            label: "Monthly Amount",
            description: "The monthly amount of the sale opportunity",
            type: "integer",
            optional: true,
        },
        probability: {
            label: "Probability",
            description: "The probability of the sale opportunity. E.g. `40`",
            type: "integer",
            min: 0,
            max: 100,
            optional: true,
        },
    },
    async run({ $ }) {
        const response = await this.nectar_crm.createSaleOpportunity({
            $,
            data: {
                nome: this.name,
                cliente: {
                    id: this.contactId,
                },
                dataLimite: this.dueDate,
                observacao: this.observation,
                valorMensal: this.monthlyAmount,
                probabilidade: this.probability,
            },
        });
        $.export("$summary", `Successfully created sale opportunity with id ${response.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.
LabelPropTypeDescription
Nectar CRMnectar_crmappThis component uses the Nectar CRM app.
Contact IDcontactIdstringSelect a value from the drop down menu.
Namenamestring

The name of the sale opportunity

Due DatedueDatestring

The due date to finish the sale opportunity. E.g. 2022-07-20T00:00:00-03:00

Observationobservationstring

The observation of the sale opportunity

Monthly AmountmonthlyAmountinteger

The monthly amount of the sale opportunity

Probabilityprobabilityinteger

The probability of the sale opportunity. E.g. 40

Authentication

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

To retrieve your API key,

  • Navigate to your NectarCRM it account and sign in
  • Go to “Settings” > “Integrations” > “API”

About Nectar CRM

NectarCRM is a solution for customer relationships, focused on the management and acceleration of sales.

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