← NetHunt CRM + ClickHelp integrations

Create Topic with ClickHelp API on New Record Created from NetHunt CRM API

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Trigger workflow on
New Record Created from the NetHunt CRM API
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Create Topic with the ClickHelp API
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Getting Started

This integration creates a workflow with a NetHunt CRM trigger and ClickHelp 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 Record Created trigger
    1. Connect your NetHunt CRM account
    2. Configure timer
    3. Select a Folder
  3. Configure the Create Topic action
    1. Connect your ClickHelp account
    2. Select a Project ID
    3. Select a Assignee Username
    4. Configure ID
    5. Select a Owner Username
    6. Select a Status Name
    7. Optional- Configure Body
    8. Optional- Configure Show in TOC?
    9. Optional- Select a Parent Node ID
    10. Optional- Configure Title
    11. Optional- Configure TOC Node Caption
    12. Optional- Configure TOC Node Ordinal Number
    13. Optional- Configure Index Keywords
  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:Emit new event for every created record. [See docs here](https://nethunt.com/integration-api#new-record)
Version:0.0.1
Key:nethunt_crm-new-record-created

NetHunt CRM Overview

The NetHunt CRM API provides powerful access to manage customer relationship data programmatically. With this API and Pipedream, you can automate tasks, synchronize customer data across platforms, trigger communications based on customer interactions, and much more. Pipedream's serverless execution model and vast library of app integrations open up a myriad of possibilities for streamlining sales processes and enhancing customer engagement by automating the flow of information between NetHunt CRM and other business tools.

Trigger Code

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

export default {
  ...base,
  key: "nethunt_crm-new-record-created",
  name: "New Record Created",
  description: "Emit new event for every created record. [See docs here](https://nethunt.com/integration-api#new-record)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...base.methods,
    async fetchData(opts) {
      return this.nethuntCrm.listRecentlyCreatedRecordsInFolder(opts);
    },
    emitEvents(data) {
      for (const record of data) {
        this.$emit(record, {
          id: record.id,
          summary: `New record: ${record.fields.Name}`,
          ts: record.createdAt,
        });
      }
    },
  },
};

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
NetHunt CRMnethuntCrmappThis component uses the NetHunt CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
FolderfolderIdstringSelect a value from the drop down menu.

Trigger Authentication

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

  • In order to obtain your NetHunt API key, log into NetHunt with your Gmail account and find the API key under the NetHunt CRM tab in Settings (click on "Generate" if necessary).
  • For the email_address field, use the Gmail with Nethunt enabled.

About NetHunt CRM

NetHunt is a Gmail CRM that brings sales automation and drip campaigns straight to your inbox.

Action

Description:Produces a new topic in the existing project. A useful action for starting a new chapter or section within your project. [See the documentation](https://clickhelp.com/software-documentation-tool/user-manual/api-create-topic.html)
Version:0.0.1
Key:clickhelp-create-topic

ClickHelp Overview

The ClickHelp API allows technical writers to automate and interact with the ClickHelp documentation platform programmatically. With this API, Pipedream users can create, update, retrieve, and manage documentation projects, topics, and users within ClickHelp. It opens up opportunities to streamline documentation workflows, integrate with content management systems, and trigger notifications based on documentation changes or reviews.

Action Code

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

export default {
  key: "clickhelp-create-topic",
  name: "Create Topic",
  description: "Produces a new topic in the existing project. A useful action for starting a new chapter or section within your project. [See the documentation](https://clickhelp.com/software-documentation-tool/user-manual/api-create-topic.html)",
  version: "0.0.1",
  type: "action",
  props: {
    clickhelp,
    projectId: {
      propDefinition: [
        clickhelp,
        "projectId",
      ],
    },
    assigneeUserName: {
      propDefinition: [
        clickhelp,
        "userName",
        (c) => ({
          projectId: c.projectId,
        }),
      ],
      label: "Assignee Username",
      description: "Topic assignee's login",
    },
    id: {
      type: "string",
      label: "ID",
      description: "The ID of the topic",
    },
    ownerUserName: {
      propDefinition: [
        clickhelp,
        "userName",
        (c) => ({
          projectId: c.projectId,
        }),
      ],
      label: "Owner Username",
      description: "Topic owner's login",
    },
    statusName: {
      type: "string",
      label: "Status Name",
      description: "Topic's workflow status",
      options: [
        "Draft",
        "Ready",
      ],
    },
    body: {
      type: "string",
      label: "Body",
      description: "The HTML content of the topic",
      optional: true,
    },
    isShowInToc: {
      type: "boolean",
      label: "Show in TOC?",
      description: "Whether the topic's TOC node is shown in the table of contents in publications. Sets the corresponding option in the topic's properties. `false` by default",
      optional: true,
    },
    parentTocNodeId: {
      propDefinition: [
        clickhelp,
        "nodeIds",
        (c) => ({
          projectId: c.projectId,
        }),
      ],
      type: "string",
      label: "Parent Node ID",
      description: "The unique identifier of the parent TOC node. Specifying `null` will put the topic on the root level.",
      optional: true,
    },
    title: {
      type: "string",
      label: "Title",
      description: "The topic title",
      optional: true,
    },
    tocNodeCaption: {
      type: "string",
      label: "TOC Node Caption",
      description: "Custom TOC node caption. If not specified, the topic title is used instead",
      optional: true,
    },
    tocNodeOrdinalNo: {
      type: "integer",
      label: "TOC Node Ordinal Number",
      description: "The number indicating the position of the topic's TOC node in the table of contents. If not specified, will create the topic on the last position on the respective level.",
      optional: true,
    },
    indexKeywords: {
      type: "string[]",
      label: "Index Keywords",
      description: "An array of strings containing Index Keywords to set when creating a topic",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.clickhelp.createTopic({
      $,
      projectId: this.projectId,
      data: {
        assigneeUserName: this.assigneeUserName,
        id: this.id,
        ownerUserName: this.ownerUserName,
        statusName: this.statusName,
        body: this.body,
        isShownInToc: this.isShownInToc,
        parentToNodeId: this.parentToNodeId,
        title: this.title,
        tocNodeCaption: this.tocNodeCaption,
        tocNodeOrdinalNo: this.tocNodeOrdinalNo,
        indexKeywords: this.indexKeywords,
      },
    });
    $.export("$summary", `Successfully created topic with taskKey ${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.

LabelPropTypeDescription
ClickHelpclickhelpappThis component uses the ClickHelp app.
Project IDprojectIdstringSelect a value from the drop down menu.
Assignee UsernameassigneeUserNamestringSelect a value from the drop down menu.
IDidstring

The ID of the topic

Owner UsernameownerUserNamestringSelect a value from the drop down menu.
Status NamestatusNamestringSelect a value from the drop down menu:DraftReady
Bodybodystring

The HTML content of the topic

Show in TOC?isShowInTocboolean

Whether the topic's TOC node is shown in the table of contents in publications. Sets the corresponding option in the topic's properties. false by default

Parent Node IDparentTocNodeIdstringSelect a value from the drop down menu.
Titletitlestring

The topic title

TOC Node CaptiontocNodeCaptionstring

Custom TOC node caption. If not specified, the topic title is used instead

TOC Node Ordinal NumbertocNodeOrdinalNointeger

The number indicating the position of the topic's TOC node in the table of contents. If not specified, will create the topic on the last position on the respective level.

Index KeywordsindexKeywordsstring[]

An array of strings containing Index Keywords to set when creating a topic

Action Authentication

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

About ClickHelp

AI-powered all-in-one documentation tool.

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