← Pipedream + CentralStationCRM integrations

Create Person with CentralStationCRM API on New Scheduled Tasks from Pipedream API

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New Scheduled Tasks from the Pipedream API
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Create Person with the CentralStationCRM API
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Developers Pipedream

Getting Started

This integration creates a workflow with a Pipedream trigger and CentralStationCRM 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 Scheduled Tasks trigger
    1. Connect your Pipedream account
    2. Optional- Configure Secret
  3. Configure the Create Person action
    1. Connect your CentralStationCRM account
    2. Optional- Configure First Name
    3. Configure Last Name
    4. Optional- Configure Title
    5. Optional- Select a Gender
    6. Optional- Configure Background
    7. Optional- Select a Responsible User
  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:Exposes an HTTP API for scheduling messages to be emitted at a future time
Version:0.3.1
Key:pipedream-new-scheduled-tasks

Pipedream Overview

Pipedream is an API that allows you to build applications that can connect to
various data sources and processes them in real-time. You can use Pipedream to
create applications that can perform ETL (Extract, Transform, and Load) tasks,
as well as to create data-driven workflows.

Some examples of applications you can build using the Pipedream API include:

  • An application that can extract data from a database, transform it, and then
    load it into another database.
  • An application that can monitor a data source for changes, and then trigger a
    workflow in response to those changes.
  • An application that can poll an API for new data, and then process that data
    in real-time.

Trigger Code

import pipedream from "../../pipedream.app.mjs";
import sampleEmit from "./test-event.mjs";
import { uuid } from "uuidv4";

export default {
  key: "pipedream-new-scheduled-tasks",
  name: "New Scheduled Tasks",
  type: "source",
  description:
    "Exposes an HTTP API for scheduling messages to be emitted at a future time",
  version: "0.3.1",
  dedupe: "unique", // Dedupe on a UUID generated for every scheduled task
  props: {
    pipedream,
    secret: {
      type: "string",
      secret: true,
      label: "Secret",
      optional: true,
      description:
        "**Optional but recommended**: if you enter a secret here, you must pass this value in the `x-pd-secret` HTTP header when making requests",
    },
    http: {
      label: "Endpoint",
      description: "The endpoint where you'll send task scheduler requests",
      type: "$.interface.http",
      customResponse: true,
    },
    db: "$.service.db",
  },
  methods: {
    // To schedule future emits, we emit to the selfChannel of the component
    selfChannel() {
      return "self";
    },
    // Queue for future emits that haven't yet been delivered
    queuedEventsChannel() {
      return "$in";
    },
    httpRespond({
      status, body,
    }) {
      this.http.respond({
        headers: {
          "content-type": "application/json",
        },
        status,
        body,
      });
    },
    async selfSubscribe() {
      // Subscribe the component to itself. We do this here because even in
      // the activate hook, the component isn't available to take subscriptions.
      // Scheduled tasks are sent to the self channel, which emits the message at
      // the specified delivery_ts to this component.
      const isSubscribedToSelf = this.db.get("isSubscribedToSelf");
      if (!isSubscribedToSelf) {
        const componentId = process.env.PD_COMPONENT;
        const selfChannel = this.selfChannel();
        console.log(`Subscribing to ${selfChannel} channel for event source`);
        console.log(
          await this.pipedream.subscribe(componentId, componentId, selfChannel),
        );
        this.db.set("isSubscribedToSelf", true);
      }
    },
    validateEventBody(event, operation) {
      const errors = [];

      // Secrets are optional, so we first check if the user configured
      // a secret, then check its value against the prop (validation below)
      if (this.secret && event.headers["x-pd-secret"] !== this.secret) {
        errors.push(
          "Secret on incoming request doesn't match the configured secret",
        );
      }

      if (operation === "schedule") {
        const {
          timestamp,
          message,
        } = event.body;
        // timestamp should be an ISO 8601 string. Parse and check for validity below.
        const epoch = Date.parse(timestamp);

        if (!timestamp) {
          errors.push(
            "No timestamp included in payload. Please provide an ISO8601 timestamp in the 'timestamp' field",
          );
        }
        if (timestamp && !epoch) {
          errors.push("Timestamp isn't a valid ISO 8601 string");
        }
        if (!message) {
          errors.push("No message passed in payload");
        }
      }

      return errors;
    },
    scheduleTask(event) {
      const errors = this.validateEventBody(event, "schedule");
      let status, body;

      if (errors.length) {
        console.log(errors);
        status = 400;
        body = {
          errors,
        };
      } else {
        const id = this.emitScheduleEvent(event.body, event.body.timestamp);
        status = 200;
        body = {
          msg: "Successfully scheduled task",
          id,
        };
      }

      this.httpRespond({
        status,
        body,
      });
    },
    emitScheduleEvent(event, timestamp) {
      const selfChannel = this.selfChannel();
      const epoch = Date.parse(timestamp);
      const $id = uuid();

      console.log(`Scheduled event to emit on: ${new Date(epoch)}`);

      this.$emit(
        {
          ...event,
          $channel: selfChannel,
          $id,
        },
        {
          name: selfChannel,
          id: $id,
          delivery_ts: epoch,
        },
      );

      return $id;
    },
    async cancelTask(event) {
      const errors = this.validateEventBody(event, "cancel");
      let status, msg;

      if (errors.length) {
        console.log(errors);
        status = 400;
        msg = "Secret on incoming request doesn't match the configured secret";
      } else {
        try {
          const id = event.body.id;
          const isCanceled = await this.deleteEvent(event);
          if (isCanceled) {
            status = 200;
            msg = `Cancelled scheduled task for event ${id}`;
          } else {
            status = 404;
            msg = `No event with ${id} found`;
          }
        } catch (error) {
          console.log(error);
          status = 500;
          msg = "Failed to schedule task. Please see the logs";
        }
      }

      this.httpRespond({
        status,
        body: {
          msg,
        },
      });
    },
    async deleteEvent(event) {
      const componentId = process.env.PD_COMPONENT;
      const inChannel = this.queuedEventsChannel();

      // The user must pass a scheduled event UUID they'd like to cancel
      // We lookup the event by ID and delete it
      const { id } = event.body;

      // List events in the $in channel - the queue of scheduled events, to be emitted in the future
      const events = await this.pipedream.listEvents(
        componentId,
        inChannel,
      );
      console.log("Events: ", events);

      // Find the event in the list by id
      const eventToCancel = events.data.find((e) => {
        const { metadata } = e;
        return metadata.id === id;
      });

      console.log("Event to cancel: ", eventToCancel);

      if (!eventToCancel) {
        console.log(`No event with ${id} found`);
        return false;
      }

      // Delete the event
      await this.pipedream.deleteEvent(
        componentId,
        eventToCancel.id,
        inChannel,
      );
      return true;
    },
    emitEvent(event, summary) {
      // Delete the channel name and id from the incoming event, which were used only as metadata
      const id = event.$id;
      delete event.$channel;
      delete event.$id;

      this.$emit(event, {
        summary: summary ?? JSON.stringify(event),
        id,
        ts: +new Date(),
      });
    },
  },
  async run(event) {
    await this.selfSubscribe();

    const { path } = event;
    if (path === "/schedule") {
      this.scheduleTask(event);
    } else if (path === "/cancel") {
      await this.cancelTask(event);
    } else if (event.$channel === this.selfChannel()) {
      this.emitEvent(event);
    }
  },
  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
PipedreampipedreamappThis component uses the Pipedream app.
Secretsecretstring

Optional but recommended: if you enter a secret here, you must pass this value in the x-pd-secret HTTP header when making requests

N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

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

About Pipedream

Integration platform for developers

Action

Description:Creates a new person in CentralStationCRM. [See the documentation](https://api.centralstationcrm.net/api-docs/index.html)
Version:0.0.1
Key:centralstationcrm-create-person

CentralStationCRM Overview

The CentralStationCRM API enables you to manage customer relationships by automating tasks, syncing data, and creating custom integrations within Pipedream. With this API, you can access functions such as retrieving customer details, logging activities, and managing sales opportunities. Integrating CentralStationCRM with Pipedream allows you to connect to other apps and services, creating efficient workflows that can save time and enhance customer engagement.

Action Code

import centralstationcrm from "../../centralstationcrm.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "centralstationcrm-create-person",
  name: "Create Person",
  description: "Creates a new person in CentralStationCRM. [See the documentation](https://api.centralstationcrm.net/api-docs/index.html)",
  version: "0.0.1",
  type: "action",
  props: {
    centralstationcrm,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the person",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the person",
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the person",
      optional: true,
    },
    gender: {
      type: "string",
      label: "Gender",
      description: "The gender of the person",
      options: constants.GENDER,
      optional: true,
    },
    background: {
      type: "string",
      label: "Background",
      description: "Details about the person eg. hobbies",
      optional: true,
    },
    responsibleUserId: {
      propDefinition: [
        centralstationcrm,
        "responsibleUserId",
      ],
    },
  },
  async run({ $ }) {
    const { person } = await this.centralstationcrm.createPerson({
      data: {
        person: {
          first_name: this.firstName,
          name: this.lastName,
          title: this.title,
          gender: this.gender,
          background: this.background,
          user_id: this.responsibleUserId,
        },
      },
      $,
    });

    if (person?.id) {
      $.export("summary", `Successully created person with ID ${person.id}.`);
    }

    return person;
  },
};

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
CentralStationCRM centralstationcrmappThis component uses the CentralStationCRM app.
First NamefirstNamestring

The first name of the person

Last NamelastNamestring

The last name of the person

Titletitlestring

The title of the person

GendergenderstringSelect a value from the drop down menu:{ "value": "gender_unknown", "label": "Unknown" }{ "value": "male_user", "label": "Male" }{ "value": "female_user", "label": "Female" }{ "value": "family_user", "label": "Family" }{ "value": "diverse_user", "label": "Diverse" }
Backgroundbackgroundstring

Details about the person eg. hobbies

Responsible UserresponsibleUserIdstringSelect a value from the drop down menu.

Action Authentication

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

About CentralStationCRM

Easy CRM software for SMEs.

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