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.

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
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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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

View on GitHub

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.

Label	Prop	Type	Description
Nectar CRM	`nectar_crm`	`app`	This component uses the Nectar CRM app.
Contact ID	`contactId`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	The name of the sale opportunity
Due Date	`dueDate`	`string`	The due date to finish the sale opportunity. E.g. `2022-07-20T00:00:00-03:00`
Observation	`observation`	`string`	The observation of the sale opportunity
Monthly Amount	`monthlyAmount`	`integer`	The monthly amount of the sale opportunity
Probability	`probability`	`integer`	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,