← OpenAI (ChatGPT) + Cloze integrations

Create Or Update Company with Cloze API on New Batch Completed from OpenAI (ChatGPT) API

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Trigger workflow on
New Batch Completed from the OpenAI (ChatGPT) API
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Create Or Update Company with the Cloze API
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Getting Started

This integration creates a workflow with a OpenAI (ChatGPT) trigger and Cloze 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 Batch Completed trigger
    1. Connect your OpenAI (ChatGPT) account
    2. Configure timer
  3. Configure the Create Or Update Company action
    1. Connect your Cloze account
    2. Optional- Configure Company Name
    3. Optional- Configure Emails
    4. Optional- Configure Phones
    5. Optional- Configure Domains
    6. Optional- Select a Segment
    7. Optional- Configure Step
    8. Optional- Select a Stage
    9. Optional- Configure Assign To
    10. Optional- Configure Additional Data
  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 when a new batch is completed in OpenAI. [See the documentation](https://platform.openai.com/docs/api-reference/batch/list)
Version:0.0.5
Key:openai-new-batch-completed

OpenAI (ChatGPT) Overview

OpenAI provides a suite of powerful AI models through its API, enabling developers to integrate advanced natural language processing and generative capabilities into their applications. Here’s an overview of the services offered by OpenAI's API:

Use Python or Node.js code to make fully authenticated API requests with your OpenAI account:

Trigger Code

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

export default {
  ...common,
  key: "openai-new-batch-completed",
  name: "New Batch Completed",
  description: "Emit new event when a new batch is completed in OpenAI. [See the documentation](https://platform.openai.com/docs/api-reference/batch/list)",
  version: "0.0.5",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    _getLastCompleted() {
      return this.db.get("lastCompleted") || 0;
    },
    _setLastCompleted(lastCompleted) {
      this.db.set("lastCompleted", lastCompleted);
    },
    getMeta(batch) {
      return {
        id: batch.id,
        summary: `Batch Completed with ID ${batch.id}`,
        ts: batch.completed_at * 1000,
      };
    },
    async getAndProcessItems(max) {
      const lastCompleted = this._getLastCompleted();
      let maxCompleted = lastCompleted;
      const results = this.openai.paginate({
        resourceFn: this.openai.listBatches,
        max,
      });
      const batches = [];
      for await (const batch of results) {
        if (batch.completed_at && batch.completed_at > lastCompleted) {
          batches.push(batch);
          maxCompleted = Math.max(batch.completed_at, maxCompleted);
        }
      }
      this._setLastCompleted(maxCompleted);
      batches.reverse().forEach((item) => this.$emit(item, this.getMeta(item)));
    },
  },
  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
OpenAI (ChatGPT)openaiappThis component uses the OpenAI (ChatGPT) app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

Trigger Authentication

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

About OpenAI (ChatGPT)

OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.

Action

Description:Create a new company or enhance an existing company within Cloze. Companies can be created with just a domain name or both a name and another unique identifier such as a phone number and email address. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Companies/post_v1_companies_create).
Version:0.0.1
Key:cloze-create-update-company

Cloze Overview

The Cloze API enables you to access and manage your Cloze CRM data programmatically. In Pipedream, you can create powerful, serverless workflows that react to events or run on schedules to automate tasks involving Cloze data. You could synchronize contacts, track communication history, or trigger actions based on updates in Cloze. By leveraging Pipedream's capacity to connect to a myriad of services, you can create multi-step workflows that involve other apps to streamline your business processes and harness the full potential of CRM automation.

Action Code

import app from "../../cloze.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "cloze-create-update-company",
  name: "Create Or Update Company",
  description: "Create a new company or enhance an existing company within Cloze. Companies can be created with just a domain name or both a name and another unique identifier such as a phone number and email address. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Companies/post_v1_companies_create).",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    name: {
      type: "string",
      label: "Company Name",
      description: "The name of the company.",
      optional: true,
    },
    emails: {
      type: "string[]",
      label: "Emails",
      description: "The emails of the company. Each email should be a JSON object with `value` key. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Companies/post_v1_companies_create).",
      optional: true,
    },
    phones: {
      type: "string[]",
      label: "Phones",
      description: "The phones of the company. Each phone should be a JSON object with `value` key. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Companies/post_v1_companies_create).",
      optional: true,
    },
    domains: {
      type: "string[]",
      label: "Domains",
      description: "The domains of the company.",
      optional: true,
    },
    segment: {
      type: "string",
      label: "Segment",
      description: "The segment of the company.",
      optional: true,
      options: [
        "customer",
        "partner",
        "supplier",
        "investor",
        "advisor",
        "competitor",
        "custom1",
        "custom2",
        "custom3",
        "custom4",
        "custom5",
        "coworker",
        "family",
        "friend",
        "network",
        "personal1",
        "personal2",
      ],
    },
    step: {
      type: "string",
      label: "Step",
      description: "Unique Id of Next Step",
      optional: true,
    },
    stage: {
      type: "string",
      label: "Stage",
      description: "The stage of the company.",
      optional: true,
      options: [
        {
          label: "Lead Stage",
          value: "lead",
        },
        {
          label: "Potential Stage",
          value: "future",
        },
        {
          label: "Active Stage",
          value: "current",
        },
        {
          label: "Inactive Stage",
          value: "past",
        },
        {
          label: "Lost Stage",
          value: "out",
        },
      ],
    },
    assignTo: {
      type: "string",
      label: "Assign To",
      description: "Assign this company to this team member.",
      optional: true,
    },
    additionalData: {
      type: "object",
      label: "Additional Data",
      description: "Additional details for the company in JSON format. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Companies/post_v1_companies_create).",
      optional: true,
    },
  },
  methods: {
    createCompany(args = {}) {
      return this.app.post({
        path: "/companies/create",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createCompany,
      name,
      emails,
      phones,
      domains,
      segment,
      step,
      stage,
      assignTo,
      additionalData,
    } = this;

    const response = await createCompany({
      $,
      data: {
        name,
        emails: utils.parseArray(emails),
        phones: utils.parseArray(phones),
        domains,
        segment,
        step,
        stage,
        assignTo,
        ...additionalData,
      },
    });

    $.export("$summary", "Successfully created/updated company.");
    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
ClozeappappThis component uses the Cloze app.
Company Namenamestring

The name of the company.

Emailsemailsstring[]

The emails of the company. Each email should be a JSON object with value key. See the documentation.

Phonesphonesstring[]

The phones of the company. Each phone should be a JSON object with value key. See the documentation.

Domainsdomainsstring[]

The domains of the company.

SegmentsegmentstringSelect a value from the drop down menu:customerpartnersupplierinvestoradvisorcompetitorcustom1custom2custom3custom4custom5coworkerfamilyfriendnetworkpersonal1personal2
Stepstepstring

Unique Id of Next Step

StagestagestringSelect a value from the drop down menu:{ "label": "Lead Stage", "value": "lead" }{ "label": "Potential Stage", "value": "future" }{ "label": "Active Stage", "value": "current" }{ "label": "Inactive Stage", "value": "past" }{ "label": "Lost Stage", "value": "out" }
Assign ToassignTostring

Assign this company to this team member.

Additional DataadditionalDataobject

Additional details for the company in JSON format. See the documentation.

Action Authentication

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

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

About Cloze

Cloze automatically keeps track of your email, phone calls, text messages, meetings, documents, Evernote, LinkedIn, Facebook, and Twitter.

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