Create Or Update Company with Cloze API on New Page in Database from Notion API

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Create Or Update Company with the Cloze API

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Getting Started#

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

Select this integration
Configure the New Page in Database trigger
1. Connect your Notion account
2. Configure timer
3. Select a Database ID
Configure the Create Or Update Company action
1. Connect your Cloze account
2. Optional- Configure Company Name
3. Optional- Configure Emails
4. Optional- Configure Phones
5. Optional- Configure Domains
6. Optional- Select a Segment
7. Optional- Configure Step
8. Optional- Select a Stage
9. Optional- Configure Assign To
10. Optional- Configure Additional Data
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 Page in Database on Notion

Description:Emit new event when a page in a database is created

Version:0.0.10

Key:notion-new-page

View on GitHub

Notion Overview#

Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Using Pipedream's platform, you can build workflows that connect Notion with various other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.

Trigger Code#

import notion from "../../notion.app.mjs";
import sampleEmit from "./test-event.mjs";
import base from "../common/base.mjs";
import constants from "../common/constants.mjs";

export default {
  ...base,
  key: "notion-new-page",
  name: "New Page in Database",
  description: "Emit new event when a page in a database is created",
  version: "0.0.10",
  type: "source",
  props: {
    ...base.props,
    databaseId: {
      propDefinition: [
        notion,
        "databaseId",
      ],
    },
  },
  hooks: {
    ...base.hooks,
    async deploy() {
      await this.processEvents(25);
    },
  },
  methods: {
    ...base.methods,
    async processEvents(max) {
      const pages = [];
      const lastCreatedTimestamp = this.getLastCreatedTimestamp();
      const lastCreatedTimestampDate = new Date(lastCreatedTimestamp);
      const lastCreatedTimestampISO = lastCreatedTimestampDate.toISOString();

      // Add a filter so that we only receive pages that have been created since the saved time.
      const params = {
        ...this.lastCreatedSortParam(),
        filter: {
          timestamp: "created_time",
          created_time: {
            after: lastCreatedTimestampISO,
          },
        },
      };

      // Get pages in created order descending until the first page edited after
      // lastCreatedTimestamp, then reverse list of pages and emit
      const pagesStream = this.notion.getPages(this.databaseId, params);

      for await (const page of pagesStream) {
        if (!this.isResultNew(page.created_time, lastCreatedTimestamp)
          || (max && pages.length >= max)) {
          break;
        }
        pages.push(page);
      }

      pages.reverse().forEach((page) => {
        const meta = this.generateMeta(
          page,
          constants.types.PAGE,
          constants.timestamps.CREATED_TIME,
          constants.summaries.PAGE_ADDED,
        );
        this.$emit(page, meta);
      });

      const lastCreatedTime = pages[pages.length - 1]?.created_time;
      if (lastCreatedTime) {
        this.setLastCreatedTimestamp(Date.parse(lastCreatedTime));
      }
    },
  },
  async run() {
    await this.processEvents(100);
  },
  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
Notion	`notion`	`app`	This component uses the Notion app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Database ID	`databaseId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Notion uses OAuth authentication. When you connect your Notion account, Pipedream will open a popup window where you can sign into Notion and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Notion API.

Pipedream requests the following authorization scopes when you connect your account:

About Notion#

Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Action#

Create Or Update Company on Cloze

Description:Create a new company or enhance an existing company within Cloze. Companies can be created with just a domain name or both a name and another unique identifier such as a phone number and email address. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Companies/post_v1_companies_create).

Version:0.0.1

Key:cloze-create-update-company

View on GitHub

Cloze Overview#

The Cloze API enables you to access and manage your Cloze CRM data programmatically. In Pipedream, you can create powerful, serverless workflows that react to events or run on schedules to automate tasks involving Cloze data. You could synchronize contacts, track communication history, or trigger actions based on updates in Cloze. By leveraging Pipedream's capacity to connect to a myriad of services, you can create multi-step workflows that involve other apps to streamline your business processes and harness the full potential of CRM automation.

Action Code#

import app from "../../cloze.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "cloze-create-update-company",
  name: "Create Or Update Company",
  description: "Create a new company or enhance an existing company within Cloze. Companies can be created with just a domain name or both a name and another unique identifier such as a phone number and email address. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Companies/post_v1_companies_create).",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    name: {
      type: "string",
      label: "Company Name",
      description: "The name of the company.",
      optional: true,
    },
    emails: {
      type: "string[]",
      label: "Emails",
      description: "The emails of the company. Each email should be a JSON object with `value` key. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Companies/post_v1_companies_create).",
      optional: true,
    },
    phones: {
      type: "string[]",
      label: "Phones",
      description: "The phones of the company. Each phone should be a JSON object with `value` key. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Companies/post_v1_companies_create).",
      optional: true,
    },
    domains: {
      type: "string[]",
      label: "Domains",
      description: "The domains of the company.",
      optional: true,
    },
    segment: {
      type: "string",
      label: "Segment",
      description: "The segment of the company.",
      optional: true,
      options: [
        "customer",
        "partner",
        "supplier",
        "investor",
        "advisor",
        "competitor",
        "custom1",
        "custom2",
        "custom3",
        "custom4",
        "custom5",
        "coworker",
        "family",
        "friend",
        "network",
        "personal1",
        "personal2",
      ],
    },
    step: {
      type: "string",
      label: "Step",
      description: "Unique Id of Next Step",
      optional: true,
    },
    stage: {
      type: "string",
      label: "Stage",
      description: "The stage of the company.",
      optional: true,
      options: [
        {
          label: "Lead Stage",
          value: "lead",
        },
        {
          label: "Potential Stage",
          value: "future",
        },
        {
          label: "Active Stage",
          value: "current",
        },
        {
          label: "Inactive Stage",
          value: "past",
        },
        {
          label: "Lost Stage",
          value: "out",
        },
      ],
    },
    assignTo: {
      type: "string",
      label: "Assign To",
      description: "Assign this company to this team member.",
      optional: true,
    },
    additionalData: {
      type: "object",
      label: "Additional Data",
      description: "Additional details for the company in JSON format. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Companies/post_v1_companies_create).",
      optional: true,
    },
  },
  methods: {
    createCompany(args = {}) {
      return this.app.post({
        path: "/companies/create",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createCompany,
      name,
      emails,
      phones,
      domains,
      segment,
      step,
      stage,
      assignTo,
      additionalData,
    } = this;

    const response = await createCompany({
      $,
      data: {
        name,
        emails: utils.parseArray(emails),
        phones: utils.parseArray(phones),
        domains,
        segment,
        step,
        stage,
        assignTo,
        ...additionalData,
      },
    });

    $.export("$summary", "Successfully created/updated company.");
    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
Cloze	`app`	`app`	This component uses the Cloze app.
Company Name	`name`	`string`	The name of the company.
Emails	`emails`	`string[]`	The emails of the company. Each email should be a JSON object with `value` key. See the documentation.
Phones	`phones`	`string[]`	The phones of the company. Each phone should be a JSON object with `value` key. See the documentation.
Domains	`domains`	`string[]`	The domains of the company.
Segment	`segment`	`string`	Select a value from the drop down menu:`customerpartnersupplierinvestoradvisorcompetitorcustom1custom2custom3custom4custom5coworkerfamilyfriendnetworkpersonal1personal2`
Step	`step`	`string`	Unique Id of Next Step
Stage	`stage`	`string`	Select a value from the drop down menu:`{ "label": "Lead Stage", "value": "lead" }{ "label": "Potential Stage", "value": "future" }{ "label": "Active Stage", "value": "current" }{ "label": "Inactive Stage", "value": "past" }{ "label": "Lost Stage", "value": "out" }`
Assign To	`assignTo`	`string`	Assign this company to this team member.
Additional Data	`additionalData`	`object`	Additional details for the company in JSON format. See the documentation.

Action Authentication#

Cloze uses OAuth authentication. When you connect your Cloze account, Pipedream will open a popup window where you can sign into Cloze and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Cloze API.

Pipedream requests the following authorization scopes when you connect your account:

About Cloze#

Cloze automatically keeps track of your email, phone calls, text messages, meetings, documents, Evernote, LinkedIn, Facebook, and Twitter.

More Ways to Connect Cloze + Notion#

Other Popular Integrations#

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Create Or Update Company with Cloze API on New Page in Database from Notion API

Pipedream makes it easy to connect APIs for Cloze, Notion and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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