← OnePageCRM

Create Contact with OnePageCRM API

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Create Contact with the OnePageCRM API
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Developers Pipedream

Getting Started

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

  1. Configure the Create Contact action
    1. Connect your OnePageCRM account
    2. Optional- Select a Title
    3. Optional- Configure First Name
    4. Optional- Configure Last Name
    5. Optional- Configure Job Title
    6. Optional- Configure Starred
    7. Optional- Select a Company ID
    8. Optional- Configure Company Name
    9. Optional- Configure Tags
    10. Optional- Select a Lead Source ID
    11. Optional- Configure Background
    12. Optional- Select a User ID
  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

Integrations

Create Contact with OnePageCRM API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + OnePageCRM
 
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Create Contact with OnePageCRM API on New Submission from Typeform API
Typeform + OnePageCRM
 
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Create Contact with OnePageCRM API on Custom Events from Zoom API
Zoom + OnePageCRM
 
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Create Contact with OnePageCRM API on New Submission (Instant) from Jotform API
Jotform + OnePageCRM
 
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Create Contact with OnePageCRM API on New Scheduled Tasks from Pipedream API
Pipedream + OnePageCRM
 
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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 Contact on OnePageCRM
Description:Creates a new contact in OnePageCRM. [See the documentation](https://developer.onepagecrm.com/api/#/Contacts/post_contacts)
Version:0.0.1
Key:onepagecrm-create-contact

Code

import { ConfigurationError } from "@pipedream/platform";
import { parseString } from "../../common/utils.mjs";
import onepagecrm from "../../onepagecrm.app.mjs";

export default {
  key: "onepagecrm-create-contact",
  name: "Create Contact",
  description: "Creates a new contact in OnePageCRM. [See the documentation](https://developer.onepagecrm.com/api/#/Contacts/post_contacts)",
  version: "0.0.1",
  type: "action",
  props: {
    onepagecrm,
    title: {
      type: "string",
      label: "Title",
      description: "The title of the contact.",
      options: [
        "Mr",
        "Mrs",
        "Ms",
      ],
      optional: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the contact.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the contact.",
      optional: true,
    },
    jobTitle: {
      type: "string",
      label: "Job Title",
      description: "Job title of the contact.",
      optional: true,
    },
    starred: {
      type: "boolean",
      label: "Starred",
      description: "Is the contact starred?",
      optional: true,
    },
    companyId: {
      propDefinition: [
        onepagecrm,
        "companyId",
      ],
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Name of the company, to whom the contact belongs.",
      optional: true,
    },
    tags: {
      type: "string[]",
      label: "Tags",
      description: "A list of tags.",
      optional: true,
    },
    leadSourceId: {
      propDefinition: [
        onepagecrm,
        "leadSourceId",
      ],
      optional: true,
    },
    background: {
      type: "string",
      label: "Background",
      description: "Background infomation about the contact.",
      optional: true,
    },
    ownerId: {
      propDefinition: [
        onepagecrm,
        "userId",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.lastName && !this.companyName) {
      throw new ConfigurationError("You must provide at least the **Last Name** or **Company Name** field.");
    }
    if ((!this.companyId && !this.companyName) || (this.companyId && this.companyName)) {
      throw new ConfigurationError("You must provide whether the **Company Id** or **Company Name** field.");
    }

    let companyName = this.companyName;
    if (this.companyId && !companyName) {
      const { data: { company } } = await this.onepagecrm.getCompany({
        companyId: this.companyId,
      });
      companyName = company.name;
    }

    const data = {
      title: this.title,
      first_name: this.firstName,
      last_name: this.lastName,
      job_title: this.jobTitle,
      starred: this.starred,
      tags: parseString(this.tags),
      lead_source_id: this.leadSourceId,
      background: this.background,
      owner_id: this.ownerId,
      company_id: this.companyId,
      company_name: companyName,
    };

    const response = await this.onepagecrm.createContact({
      $,
      data,
    });
    $.export("$summary", `Successfully created contact with ID ${response.data?.contact?.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
OnePageCRMonepagecrmappThis component uses the OnePageCRM app.
TitletitlestringSelect a value from the drop down menu:MrMrsMs
First NamefirstNamestring

First name of the contact.

Last NamelastNamestring

Last name of the contact.

Job TitlejobTitlestring

Job title of the contact.

Starredstarredboolean

Is the contact starred?

Company IDcompanyIdstringSelect a value from the drop down menu.
Company NamecompanyNamestring

Name of the company, to whom the contact belongs.

Tagstagsstring[]

A list of tags.

Lead Source IDleadSourceIdstringSelect a value from the drop down menu.
Backgroundbackgroundstring

Background infomation about the contact.

User IDownerIdstringSelect a value from the drop down menu.

Authentication

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

To retrieve your User ID and API Key,

  • Navigate to your Onepage account and sign in
  • Click the User menu on the top right
  • Go to “Apps and Integrations” > “Utilities” > “API”
  • Open the “Configuration” tab

About OnePageCRM

#1 action-focused CRM software for small business. We help bring action and focus to the chaotic world of sales.

More Ways to Use OnePageCRM

Triggers

New Contact Created from the OnePageCRM API

Emit new event each time a new contact is created in OnePageCRM.

 
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New Deal Closed from the OnePageCRM API

Emit new event when a deal is successfully closed in the CRM.

 
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Actions

Delete Contact with the OnePageCRM API

Deletes an existing contact from OnePageCRM. See the documentation

 
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Update Deal with the OnePageCRM API

Updates an existing deal's details in OnePageCRM. See the documentation

 
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