← Overloop

Enroll Deal with Overloop API

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Enroll Deal with the Overloop API
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Getting Started

Create a workflow to Enroll 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 Enroll Deal action
    1. Connect your Overloop account
    2. Select a Deal ID
    3. Select a Workflow ID
  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

Integrations

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Enroll Deal with Overloop API on New Scheduled Tasks from Pipedream API
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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.

Enroll Deal on Overloop
Description:Enroll a deal in a workflow. [See the docs](https://apidoc.overloop.com/#enrollments)
Version:0.0.1
Key:overloop-enroll-deal

Code

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

export default {
  key: "overloop-enroll-deal",
  name: "Enroll Deal",
  description: "Enroll a deal in a workflow. [See the docs](https://apidoc.overloop.com/#enrollments)",
  version: "0.0.1",
  type: "action",
  props: {
    overloop,
    dealId: {
      propDefinition: [
        overloop,
        "dealId",
      ],
    },
    workflowId: {
      propDefinition: [
        overloop,
        "automationId",
        () => ({
          type: "workflow",
          status: "on",
          recordType: "deals",
        }),
      ],
      label: "Workflow ID",
      description: "The identifier of a workflow",
    },
  },
  async run({ $ }) {
    const data = {
      data: {
        type: "enrollments",
        attributes: {
          deal_id: this.dealId,
        },
      },
    };

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

    $.export("$summary", `Deal with ID ${this.dealId} added to workflow with ID ${this.workflowId}.`);

    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.
Deal IDdealIdstringSelect a value from the drop down menu.
Workflow IDworkflowIdstringSelect a value from the drop down menu.

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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