List Records in View with Airtable API on New Contact Created from OnePageCRM API

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Trigger workflow on

New Contact Created from the OnePageCRM API

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List Records in View 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 Contact Created trigger
1. Connect your OnePageCRM account
2. Configure Polling interval
Configure the List Records in View action
1. Connect your Airtable account
2. Select a Base
3. Select a Table
4. Select a View
5. Optional- Select a Sort: Field
6. Optional- Select a Sort: Direction
7. Optional- Configure Max Records
8. Optional- Configure Filter by Formula
9. Optional- Configure Return Fields By Field ID
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 Contact Created on OnePageCRM

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

Version:0.0.1

Key:onepagecrm-new-contact-created

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-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.

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#

List Records in View on Airtable

Description:Retrieve records in a view with automatic pagination. Optionally sort and filter results. Only available for Enterprise accounts.

Version:0.0.6

Key:airtable_oauth-list-records-in-view

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";
import commonList from "../common/common-list.mjs";

export default {
  key: "airtable_oauth-list-records-in-view",
  name: "List Records in View",
  description: "Retrieve records in a view with automatic pagination. Optionally sort and filter results. Only available for Enterprise accounts.",
  type: "action",
  version: "0.0.6",
  ...commonList,
  props: {
    ...common.props,
    viewId: {
      propDefinition: [
        common.props.airtable,
        "viewId",
        ({
          baseId, tableId,
        }) => ({
          baseId: baseId.value,
          tableId: tableId.value,
        }),
      ],
      withLabel: true,
    },
    ...commonList.props,
  },
};

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.
View	`viewId`	`string`	Select a value from the drop down menu.
Sort: Field	`sortFieldId`	`string`	Select a value from the drop down menu.
Sort: Direction	`sortDirection`	`string`	Select a value from the drop down menu:`{ "label": "Descending", "value": "desc" }{ "label": "Ascending", "value": "asc" }`
Max Records	`maxRecords`	`integer`	Optionally limit the maximum number of records to return. Leave blank to retrieve all records.
Filter by Formula	`filterByFormula`	`string`	Optionally provide a formula used to filter records. The formula will be evaluated for each record, and if the result is not `0`, `false`, `""`, `NaN`, `[]`, or `#Error!` the record will be included in the response. For example, to only include records where `Name` isn't empty, pass `NOT({Name} = '')`.
Return Fields By Field ID	`returnFieldsByFieldId`	`boolean`	An optional boolean value that lets you return field objects where the key is the field id. This defaults to `false`, which returns field objects where the key is the field name.

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

List Records in View with Airtable API on New Contact Created 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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