Create Or Update Prospect with PersistIQ API

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Create Or Update Prospect with the PersistIQ API

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Getting Started#

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

Configure the Create Or Update Prospect action
1. Connect your PersistIQ account
2. Configure Email
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Address
6. Optional- Configure City
7. Optional- Configure State
8. Optional- Configure Company Name
9. Optional- Configure Industry
10. Optional- Configure Title
11. Optional- Configure Phone
Select a trigger to run your workflow on HTTP requests, schedules or app events
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Integrations#

Create Or Update Prospect with PersistIQ API on New Requests (Payload Only) from HTTP / Webhook API

HTTP / Webhook + PersistIQ

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Create Or Update Prospect with PersistIQ API on New Submission from Typeform API

Typeform + PersistIQ

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Create Or Update Prospect with PersistIQ API on Custom Events from Zoom API

Zoom + PersistIQ

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Create Or Update Prospect with PersistIQ API on New Submission (Instant) from Jotform API

Jotform + PersistIQ

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Create Or Update Prospect with PersistIQ API on New Custom Webhook Events from Stripe API

Stripe + PersistIQ

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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 Or Update Prospect on PersistIQ

Description:Creates a prospect. Updates if there is already a prospect with the given `email`. [See docs here](https://apidocs.persistiq.com/#create-leads)

Version:0.0.1

Key:persistiq-create-or-update-prospect

View on GitHub

Code#

import { defineAction } from "@pipedream/types";
import app from "../../app/persistiq.app.mjs";
export default defineAction({
    key: "persistiq-create-or-update-prospect",
    version: "0.0.1",
    name: "Create Or Update Prospect",
    description: "Creates a prospect. Updates if there is already a prospect with the given `email`. [See docs here](https://apidocs.persistiq.com/#create-leads)",
    type: "action",
    props: {
        app,
        email: {
            type: "string",
            label: "Email",
            description: "Email",
        },
        firstName: {
            type: "string",
            label: "First Name",
            description: "First name",
            optional: true,
        },
        lastName: {
            type: "string",
            label: "Last Name",
            description: "Last name",
            optional: true,
        },
        address: {
            type: "string",
            label: "Address",
            description: "Address",
            optional: true,
        },
        city: {
            type: "string",
            label: "City",
            description: "City",
            optional: true,
        },
        state: {
            type: "string",
            label: "State",
            description: "State",
            optional: true,
        },
        companyName: {
            type: "string",
            label: "Company Name",
            description: "Company name",
            optional: true,
        },
        industry: {
            type: "string",
            label: "Industry",
            description: "Industry",
            optional: true,
        },
        title: {
            type: "string",
            label: "Title",
            description: "Title",
            optional: true,
        },
        phone: {
            type: "string",
            label: "Phone",
            description: "Phone",
            optional: true,
        },
    },
    async run({ $ }) {
        const response = await this.app.createLead({
            $,
            data: {
                dup: "update",
                email: this.email,
                first_name: this.firstName,
                last_name: this.lastName,
                address: this.address,
                city: this.city,
                state: this.state,
                company_name: this.companyName,
                industry: this.industry,
                title: this.title,
                phone: this.phone,
            },
        });
        $.export("$summary", `Successfully created a prospect (ID: ${response?.lead?.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.

Label	Prop	Type	Description
PersistIQ	`app`	`app`	This component uses the PersistIQ app.
Email	`email`	`string`	Email
First Name	`firstName`	`string`	First name
Last Name	`lastName`	`string`	Last name
Address	`address`	`string`	Address
City	`city`	`string`	City
State	`state`	`string`	State
Company Name	`companyName`	`string`	Company name
Industry	`industry`	`string`	Industry
Title	`title`	`string`	Title
Phone	`phone`	`string`	Phone

Authentication#

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

To retrieve your API key,