Find or Create Customer with HelpCrunch API on New Page in Database from Notion API

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New Page in Database from the Notion API

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Find or Create Customer with the HelpCrunch API

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Getting Started#

This integration creates a workflow with a Notion trigger and HelpCrunch 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 Find or Create Customer action
1. Connect your HelpCrunch account
2. Optional- Configure Name
3. Optional- Configure Email
4. Optional- Configure Company
5. Optional- Configure Phone
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#

Find or Create Customer on HelpCrunch

Description:Search for an existing customer within Helpcrunch platform, if no match is found it creates a new customer record. [See the documentation](https://docs.helpcrunch.com/en/rest-api-v1/search-customers-v1)

Version:0.0.1

Key:helpcrunch-find-create-customer

View on GitHub

HelpCrunch Overview#

The HelpCrunch API provides a platform for customer communication, enabling automation of messaging, data synchronization, and customer support activities. It allows you to create and update users, send messages, and manage conversations directly through API calls. Integrating HelpCrunch with Pipedream lets you connect these capabilities to hundreds of other apps, streamlining workflows that can respond dynamically to customer interactions, sync data across platforms, or trigger communications based on specific events.

Action Code#

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

export default {
  key: "helpcrunch-find-create-customer",
  name: "Find or Create Customer",
  description: "Search for an existing customer within Helpcrunch platform, if no match is found it creates a new customer record. [See the documentation](https://docs.helpcrunch.com/en/rest-api-v1/search-customers-v1)",
  version: "0.0.1",
  type: "action",
  props: {
    helpcrunch,
    name: {
      propDefinition: [
        helpcrunch,
        "name",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        helpcrunch,
        "email",
      ],
      optional: true,
    },
    company: {
      propDefinition: [
        helpcrunch,
        "company",
      ],
    },
    phone: {
      propDefinition: [
        helpcrunch,
        "phone",
      ],
    },
  },
  async run({ $ }) {
    const {
      helpcrunch,
      ...props
    } = this;

    const filter = [];
    for (const [
      key,
      value,
    ] of Object.entries(props)) {
      filter.push({
        field: `customers.${key}`,
        operator: "=",
        value,
      });
    }

    const { data: searchResponse } = await helpcrunch.searchCustomers({
      data: {
        comparison: "AND",
        filter,
      },
      $,
    });

    if (searchResponse?.length) {
      $.export("$summary", `Successfully found ${searchResponse.length} customer${searchResponse.length === 1
        ? ""
        : "s"} matching the criteria.`);
      return searchResponse;
    }

    const customer = await helpcrunch.createCustomer({
      data: {
        name: this.name,
        email: this.email,
        company: this.company,
        phone: this.phone,
      },
      $,
    });

    if (customer?.id) {
      $.export("$summary", `Successfully created customer with ID ${customer.id}.`);
    }

    return customer;
  },
};

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
HelpCrunch	`helpcrunch`	`app`	This component uses the HelpCrunch app.
Name	`name`	`string`	Name of the customer
Email	`email`	`string`	Email address of the customer
Company	`company`	`string`	Company of the user
Phone	`phone`	`string`	Phone number of the user

Action Authentication#

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

About HelpCrunch #

One-stop platform to build strong customer relationships

More Ways to Connect HelpCrunch + Notion#

Other Popular Integrations#

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Pipedream makes it easy to connect APIs for HelpCrunch , 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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