Create Comment with Airtable API on New Deal Closed from OnePageCRM API

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New Deal Closed from the OnePageCRM API

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Create Comment with the Airtable API

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Getting Started#

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

Select this integration
Configure the New Deal Closed trigger
1. Connect your OnePageCRM account
2. Configure Polling interval
Configure the Create Comment action
1. Connect your Airtable account
2. Select a Base
3. Select a Table
4. Select a Record ID
5. Configure Comment
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 Deal Closed on OnePageCRM

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

Version:0.0.1

Key:onepagecrm-new-deal-closed

View on GitHub

OnePageCRM Overview#

The OnePageCRM API enables interaction with your OnePageCRM account, automating your contact and sales management. With it, you can create, update, and delete contacts, deals, and notes, or trigger actions based on sales activities. When combined with Pipedream's serverless platform, this API allows you to connect OnePageCRM with hundreds of other apps to streamline your sales process, enhance lead generation, and improve follow-ups.

Trigger Code#

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

export default {
  ...common,
  key: "onepagecrm-new-deal-closed",
  name: "New Deal Closed",
  description: "Emit new event when a deal is successfully closed in the CRM.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getField() {
      return "deal";
    },
    getFilterField() {
      return "close_date";
    },
    getFunction() {
      return this.onepagecrm.listDeals;
    },
    getParams() {
      return {
        status: "closed",
        sort_by: "close_date",
        order: "desc",
      };
    },
    getSummary(item) {
      return `A new deal with ID: ${item.id} was successfully closed!`;
    },
  },
  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
OnePageCRM	`onepagecrm`	`app`	This component uses the OnePageCRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the OnePageCRM on this schedule

Trigger 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.

Action#

Create Comment on Airtable

Description:Create a new comment on a record. [See the documentation](https://airtable.com/developers/web/api/create-comment)

Version:0.0.7

Key:airtable_oauth-create-comment

View on GitHub

Airtable Overview#

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Action Code#

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

export default {
  key: "airtable_oauth-create-comment",
  name: "Create Comment",
  description: "Create a new comment on a record. [See the documentation](https://airtable.com/developers/web/api/create-comment)",
  version: "0.0.7",
  type: "action",
  props: {
    ...common.props,
    recordId: {
      propDefinition: [
        common.props.airtable,
        "recordId",
        ({
          baseId, tableId,
        }) => ({
          baseId: baseId.value,
          tableId: tableId.value,
        }),
      ],
    },
    comment: {
      type: "string",
      label: "Comment",
      description: "The text comment",
    },
  },
  async run({ $ }) {
    const response = await this.airtable.createComment({
      baseId: this.baseId.value,
      tableId: this.tableId.value,
      recordId: this.recordId,
      data: {
        text: this.comment,
      },
      $,
    });

    if (response) {
      $.export("$summary", `Successfully created comment with ID ${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.

Label	Prop	Type	Description
Airtable	`airtable`	`app`	This component uses the Airtable app.
Base	`baseId`	`string`	Select a value from the drop down menu.
Table	`tableId`	`string`	Select a value from the drop down menu.
Record ID	`recordId`	`string`	Select a value from the drop down menu.
Comment	`comment`	`string`	The text comment

Action Authentication#

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

Create Comment with Airtable API on New Deal Closed from OnePageCRM API

Pipedream makes it easy to connect APIs for Airtable, OnePageCRM 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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