Create Lead with Workiz API on Updated Deal from Pipedrive API

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Updated Deal from the Pipedrive API

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Create Lead with the Workiz API

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Getting Started#

This integration creates a workflow with a Pipedrive trigger and Workiz action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Updated Deal trigger
1. Connect your Pipedrive account
2. Configure Polling schedule
Configure the Create Lead action
1. Connect your Workiz account
2. Configure Email
3. Optional- Configure Phone
4. Optional- Configure First Name
5. Optional- Configure Last Name
6. Optional- Configure Company
7. Optional- Configure Address
8. Optional- Configure City
9. Optional- Configure State
10. Optional- Configure Postal Code
11. Optional- Configure Job Datetime
12. Optional- Configure Job Type
13. Optional- Configure Job Source
Deploy the workflow
Send a test event to validate your setup
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#

Updated Deal on Pipedrive

Description:Emit new event when a deal is updated.

Version:0.0.5

Key:pipedrive-updated-deal

View on GitHub

Pipedrive Overview#

Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.

Trigger Code#

import constants from "../../common/constants.mjs";
import common from "../common/base.mjs";

export default {
  ...common,
  key: "pipedrive-updated-deal",
  name: "Updated Deal",
  description: "Emit new event when a deal is updated.",
  version: "0.0.5",
  type: "source",
  dedupe: "greatest",
  methods: {
    ...common.methods,
    getFieldsFn() {
      return this.app.getDealFields;
    },
    getResourceFn() {
      return this.app.getDeals;
    },
    getResourceFnArgs() {
      return {
        filter_id: this.getFilterId(),
        sort: `${this.getFieldKey()} DESC, id DESC`,
      };
    },
    getFieldKey() {
      return constants.FIELD.UPDATE_TIME;
    },
    getEventObject() {
      return constants.EVENT_OBJECT.DEAL;
    },
    getEventAction() {
      return constants.EVENT_ACTION.UPDATED;
    },
    getMetaId(resource) {
      return this.getTimestamp(resource);
    },
    getTimestamp(resource) {
      return Date.parse(resource.update_time);
    },
    getFilterArgs({
      fieldId, value = "3_months_ago",
    } = {}) {
      return {
        type: constants.FILTER_TYPE.DEALS,
        name: "Pipedream: Deals updated later than specific value",
        conditions: this.getConditions({
          fieldId,
          value,
        }),
      };
    },
  },
};

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.

Label	Prop	Type	Description
Pipedrive	`app`	`app`	This component uses the Pipedrive app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the Pipedrive API

Trigger Authentication#

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

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

About Pipedrive#

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

Action#

Create Lead on Workiz

Description:Create a new lead in Workiz. [See the documentation](https://developer.workiz.com/)

Version:0.0.1

Key:workiz-create-lead

View on GitHub

Workiz Overview#

The Workiz API opens up a world of possibilities for managing field service operations. By tapping into Workiz with Pipedream, you can automate workflows, sync data across apps, and react to events in real-time. Whether you're automating job scheduling, dispatch notifications, or customer follow-ups, integrating Workiz with Pipedream allows you to streamline operations, reduce manual entry, and keep your team in sync.

Action Code#

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

export default {
  key: "workiz-create-lead",
  name: "Create Lead",
  description: "Create a new lead in Workiz. [See the documentation](https://developer.workiz.com/)",
  version: "0.0.1",
  type: "action",
  props: {
    workiz,
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the lead",
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the lead",
      optional: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the lead",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the lead",
      optional: true,
    },
    company: {
      type: "string",
      label: "Company",
      description: "Company name of the lead",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "Street address of the service location",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the service location",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State of the service location",
      optional: true,
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "Postal Code of the service location",
      optional: true,
    },
    leadDateTime: {
      type: "string",
      label: "Job Datetime",
      description: "The datetime of the lead in [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) format, e.g. `2016-08-29T09:12:33.001Z`",
      optional: true,
    },
    jobType: {
      type: "string",
      label: "Job Type",
      description: "The type of job",
      optional: true,
    },
    jobSource: {
      type: "string",
      label: "Job Source",
      description: "The source of job",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.workiz.createLead({
      data: {
        Email: this.email,
        Phone: this.phone,
        FirstName: this.firstName,
        LastName: this.lastName,
        Company: this.company,
        Address: this.address,
        City: this.city,
        PostalCode: this.postalCode,
        LeadDateTime: this.leadDateTime,
        JobType: this.jobType,
        JobSource: this.jobSource,
      },
      $,
    });

    if (response) {
      $.export("$summary", `Successfully created new lead with ID ${response.data[0].UUID}.`);
    }

    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.

Label	Prop	Type	Description
Workiz	`workiz`	`app`	This component uses the Workiz app.
Email	`email`	`string`	Email address of the lead
Phone	`phone`	`string`	Phone number of the lead
First Name	`firstName`	`string`	First name of the lead
Last Name	`lastName`	`string`	Last name of the lead
Company	`company`	`string`	Company name of the lead
Address	`address`	`string`	Street address of the service location
City	`city`	`string`	City of the service location
State	`state`	`string`	State of the service location
Postal Code	`postalCode`	`string`	Postal Code of the service location
Job Datetime	`leadDateTime`	`string`	The datetime of the lead in ISO 8601 format, e.g. `2016-08-29T09:12:33.001Z`
Job Type	`jobType`	`string`	The type of job
Job Source	`jobSource`	`string`	The source of job

Action Authentication#

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

Enable the API in Workiz Marketpace and generate your API Credentials from the Developer add-on page.

About Workiz#

Workiz is the #1 all-in-one management platform for fieldservice businesses, including hvac, plumbing, garagedoor, electrcialcontracting, and more.

More Ways to Connect Workiz + Pipedrive#

Other Popular Integrations#

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Create Lead with Workiz API on Updated Deal from Pipedrive API

Pipedream makes it easy to connect APIs for Workiz, Pipedrive and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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