← OnePageCRM + Airtable integrations

Create Field with Airtable API on New Contact Created from OnePageCRM API

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New Contact Created from the OnePageCRM API
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Create Field 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.

  1. Select this integration
  2. Configure the New Contact Created trigger
    1. Connect your OnePageCRM account
    2. Configure Polling interval
  3. Configure the Create Field action
    1. Connect your Airtable account
    2. Select a Base
    3. Select a Table
    4. Configure Field
  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 each time a new contact is created in OnePageCRM.
Version:0.0.1
Key:onepagecrm-new-contact-created

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-contact-created",
  name: "New Contact Created",
  description: "Emit new event each time a new contact is created in OnePageCRM.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getField() {
      return "contact";
    },
    getFilterField() {
      return "created_at";
    },
    getFunction() {
      return this.onepagecrm.listContacts;
    },
    getParams() {
      return {
        sort_by: "created_at",
        order: "desc",
      };
    },
    getSummary(item) {
      return `A new contact with ID: ${item.id} was successfully created!`;
    },
  },
  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.
LabelPropTypeDescription
OnePageCRMonepagecrmappThis component uses the OnePageCRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling intervaltimer$.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

Description:Create a new field in a table. [See the documentation](https://airtable.com/developers/web/api/create-field)
Version:0.0.6
Key:airtable_oauth-create-field

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-field",
  name: "Create Field",
  description: "Create a new field in a table. [See the documentation](https://airtable.com/developers/web/api/create-field)",
  version: "0.0.6",
  type: "action",
  props: {
    ...common.props,
    field: {
      type: "string",
      label: "Field",
      description: "A JSON object representing the field. Refer to [field types](https://airtable.com/developers/web/api/model/field-type) for supported field types, the write format for field options, and other specifics for certain field types.",
    },
  },
  async run({ $ }) {
    const field = typeof this.field === "object"
      ? this.field
      : JSON.parse(this.field);
    const data = {
      ...field,
    };
    const response = await this.airtable.createField({
      baseId: this.baseId.value,
      tableId: this.tableId.value,
      data,
      $,
    });

    if (response) {
      $.export("$summary", `Successfully created field 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.

LabelPropTypeDescription
AirtableairtableappThis component uses the Airtable app.
BasebaseIdstringSelect a value from the drop down menu.
TabletableIdstringSelect a value from the drop down menu.
Fieldfieldstring

A JSON object representing the field. Refer to field types for supported field types, the write format for field options, and other specifics for certain field types.

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

About Airtable

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

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