← Paigo + Copper integrations

Get Object with Copper API on Entitlement Threshold Reached (Instant) from Paigo API

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Entitlement Threshold Reached (Instant) from the Paigo API
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Get Object with the Copper API
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Getting Started

This integration creates a workflow with a Paigo trigger and Copper 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 Entitlement Threshold Reached (Instant) trigger
    1. Connect your Paigo account
    2. Optional- Select a Environment
    3. Select a Offering ID
  3. Configure the Get Object action
    1. Connect your Copper account
    2. Select a Object Type
    3. Select a Object ID
  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 customers' usage reaches a threshold of 80% or 100% of their offerings. [See the documentation](http://www.api.docs.paigo.tech/#tag/Webhooks/operation/Subscribe%20a%20Webhook)
Version:0.0.1
Key:paigo-entitlement-threshold-reached-instant

Paigo Overview

The Paigo API offers a suite of financial tools for expense tracking, budgeting, and financial planning. In Pipedream, you can utilize these capabilities to automate personal finance management, analyze spending habits, and receive real-time notifications on financial events. Paigo's API can be integrated with various apps on Pipedream to streamline financial operations, from syncing transactions with accounting software to triggering alerts when budgets are nearing their limits.

Trigger Code

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

export default {
  ...common,
  key: "paigo-entitlement-threshold-reached-instant",
  name: "Entitlement Threshold Reached (Instant)",
  description: "Emit new event when customers' usage reaches a threshold of 80% or 100% of their offerings. [See the documentation](http://www.api.docs.paigo.tech/#tag/Webhooks/operation/Subscribe%20a%20Webhook)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    offeringId: {
      propDefinition: [
        common.props.paigo,
        "offeringId",
      ],
    },
  },
  methods: {
    ...common.methods,
    getWebhookType() {
      return "ENTITLEMENT";
    },
    generateMeta(event) {
      const ts = Date.parse(event.timestamp);
      return {
        id: `${event.customerId}-${ts}`,
        summary: `Entitlement threshold reached for customer ${event.customerId}`,
        ts,
      };
    },
  },
  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
PaigopaigoappThis component uses the Paigo app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
EnvironmentenvironmentstringSelect a value from the drop down menu:productionsandbox
Offering IDofferingIdstringSelect a value from the drop down menu.

Trigger Authentication

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

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

About Paigo

SaaS Billing on Autopilot with Full Flexibility.

Action

Description:Retrieves an existing CRM object. [See the documentation](https://developer.copper.com/account-and-users/fetch-user-by-id.html)
Version:0.0.1
Key:copper-get-object

Copper Overview

Copper CRM's API unlocks the potential to streamline customer relationship management through automation and integration. On Pipedream, this means you can leverage event-driven workflows to sync contacts, manage deals, and automate tasks. Think of it as connecting Copper's insights directly to other apps or databases, triggering events in real-time based on CRM updates or capturing fresh leads instantaneously.

Action Code

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

export default {
  key: "copper-get-object",
  name: "Get Object",
  description: "Retrieves an existing CRM object. [See the documentation](https://developer.copper.com/account-and-users/fetch-user-by-id.html)",
  version: "0.0.1",
  type: "action",
  props: {
    copper,
    objectType: {
      propDefinition: [
        copper,
        "objectType",
      ],
    },
    objectId: {
      propDefinition: [
        copper,
        "objectId",
        (c) => ({
          objectType: c.objectType,
        }),
      ],
    },
  },
  async run({ $ }) {
    const response = await this.copper.getObject({
      objectType: this.objectType,
      objectId: this.objectId,
      $,
    });
    $.export("$summary", `Successfully retrieved CRM object with ID ${this.objectId}`);
    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
CoppercopperappThis component uses the Copper app.
Object TypeobjectTypestringSelect a value from the drop down menu.
Object IDobjectIdstringSelect a value from the drop down menu.

Action Authentication

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

All Copper API calls must include an api_key, which can be generated at System settings > API Keys and email, which is the email address of the token owner.

About Copper

CRM Software Solutions Company

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