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← Overloop

Create Deal with Overloop API

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Create Deal with the Overloop API
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Getting Started

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

  1. Configure the Create Deal action
    1. Connect your Overloop account
    2. Select a Stage ID
    3. Configure Title
    4. Optional- Configure Value
  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

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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 Deal on Overloop
Description:Creates a new deal. [See the docs](https://apidoc.overloop.com/#create-a-deal)
Version:0.0.1
Key:overloop-create-deal

Code

import overloop from "../../overloop.app.mjs";

export default {
  key: "overloop-create-deal",
  name: "Create Deal",
  description: "Creates a new deal. [See the docs](https://apidoc.overloop.com/#create-a-deal)",
  version: "0.0.1",
  type: "action",
  props: {
    overloop,
    stageId: {
      propDefinition: [
        overloop,
        "stageId",
      ],
      optional: false,
    },
    title: {
      propDefinition: [
        overloop,
        "title",
      ],
      optional: false,
    },
    value: {
      propDefinition: [
        overloop,
        "value",
      ],
    },
  },
  async run({ $ }) {
    const data = {
      data: {
        type: "deals",
        attributes: {
          stage_id: this.stageId,
          title: this.title,
          value: this.value,
        },
      },
    };

    const { data: response } = await this.overloop.createDeal({
      data,
      $,
    });

    $.export("$summary", `Successfully created deal with ID ${response.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
OverloopoverloopappThis component uses the Overloop app.
Stage IDstageIdstringSelect a value from the drop down menu.
Titletitlestring

The name of the deal

Valuevalueinteger

The value of the deal

Authentication

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

To retrieve your API key,

  • Navigate to your Overloop account and sign in
  • Go to “Settings” > “API”

About Overloop

All-in-one CRM & Sales Automation Platform

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