Create Submittal with Procore API on Card Overdue from Pipefy API

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Card Overdue from the Pipefy API

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Create Submittal with the Procore API

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Getting Started#

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

Select this integration
Configure the Card Overdue trigger
1. Connect your Pipefy account
2. Configure Pipe ID
3. Configure timer
Configure the Create Submittal action
1. Connect your Procore account
2. Select a Company ID
3. Select a Project ID
4. Configure Number
5. Optional- Configure Description
6. Optional- Configure Title
7. Optional- Configure Type
8. Optional- Configure Private
9. Optional- Configure Revision
10. Optional- Select a Location ID
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#

Card Overdue on Pipefy

Description:Emits an event each time a card becomes overdue in a Pipe.

Version:0.0.3

Key:pipefy-card-overdue

View on GitHub

Pipefy Overview#

Pipefy is a platform that empowers users to streamline complex processes and workflows without the need for technical skills. With the Pipefy API, you can automate various aspects of your Pipefy environment, such as creating cards, updating fields, and managing pipelines programmatically. Use Pipedream to connect Pipefy with hundreds of other apps and orchestrate workflows that can save time, reduce errors, and enhance efficiency.

Trigger Code#

import common from "../common-polling.mjs";

export default {
  ...common,
  name: "Card Overdue",
  key: "pipefy-card-overdue",
  description: "Emits an event each time a card becomes overdue in a Pipe.",
  version: "0.0.3",
  type: "source",
  methods: {
    isCardRelevant({
      node, event,
    }) {
      const { timestamp: eventTimestamp } = event;
      const eventDate = eventTimestamp * 1000;
      const { due_date: dueDateIso } = node;
      const dueDate = Date.parse(dueDateIso);
      return (
        dueDate < eventDate &&
        !node.done
      );
    },
    getMeta({
      node, event,
    }) {
      const {
        id,
        title: summary,
        due_date: dueDate,
      } = node;
      const { timestamp: eventTimestamp } = event;
      const ts = Date.parse(dueDate) || eventTimestamp;
      return {
        id,
        summary,
        ts,
      };
    },
  },
};

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
Pipefy	`pipefy`	`app`	This component uses the Pipefy app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Pipe ID	`pipeId`	`integer`	ID of the Pipe, found in the URL when viewing the Pipe.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

To authorize requests to the Pipefy API, you'll need to generate a Personal access token. In order to create Pipefy triggers in Pipedream, you will need to be a Pipefy administrator.

Go to https://app.pipefy.com/tokens
Click Generate new token and give the token a description
Click Save

About Pipefy#

Process Management, Workflow Management Software

Action#

Create Submittal on Procore

Description:Create a new submittal. [See the documentation](https://developers.procore.com/reference/rest/submittals?version=latest#create-submittal).

Version:0.0.1

Key:procore-create-submittal

View on GitHub

Procore Overview#

The Procore API empowers developers to interact with its construction management software programmatically, enabling automation of tasks, data synchronization, and enhanced reporting. With APIs covering project management, quality and safety, construction financials, and field productivity, you can craft workflows that streamline operations, reduce manual entry, and provide real-time insights. On Pipedream, these capabilities can be harnessed to create workflows that react to events in Procore or orchestrate actions between Procore and other apps, optimizing construction project workflows.

Action Code#

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

export default {
  key: "procore-create-submittal",
  name: "Create Submittal",
  description: "Create a new submittal. [See the documentation](https://developers.procore.com/reference/rest/submittals?version=latest#create-submittal).",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    companyId: {
      propDefinition: [
        app,
        "companyId",
      ],
    },
    projectId: {
      optional: false,
      propDefinition: [
        app,
        "projectId",
        ({ companyId }) => ({
          companyId,
        }),
      ],
    },
    number: {
      type: "string",
      label: "Number",
      description: "The Number of the Submittal",
    },
    description: {
      type: "string",
      label: "Description",
      description: "The Description of the Submittal",
      optional: true,
    },
    title: {
      type: "string",
      label: "Title",
      description: "The Title of the Submittal",
      optional: true,
    },
    type: {
      type: "string",
      label: "Type",
      description: "The Submittal Type of the Submittal",
      optional: true,
    },
    isPrivate: {
      type: "boolean",
      label: "Private",
      description: "Whether the Submittal is Private or not",
      optional: true,
    },
    revision: {
      type: "string",
      label: "Revision",
      description: "The Revision of the Submittal",
      optional: true,
    },
    locationId: {
      propDefinition: [
        app,
        "locationId",
        ({
          companyId, projectId,
        }) => ({
          companyId,
          projectId,
        }),
      ],
    },
  },
  methods: {
    createSubmittal({
      projectId, ...args
    } = {}) {
      return this.app.post({
        versionPath: constants.VERSION_PATH.V1_1,
        path: `/projects/${projectId}/submittals`,
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createSubmittal,
      companyId,
      projectId,
      number,
      description,
      title,
      type,
      isPrivate,
      revision,
      locationId,
    } = this;
    const response = await createSubmittal({
      $,
      companyId,
      projectId,
      data: {
        submittal: {
          number,
          description,
          title,
          type,
          private: isPrivate,
          revision,
          location_id: locationId,
        },
      },
    });
    $.export("$summary", `Successfully created submittal with ID \`${response.id}\`.`);
    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
Procore	`app`	`app`	This component uses the Procore app.
Company ID	`companyId`	`integer`	Select a value from the drop down menu.
Project ID	`projectId`	`integer`	Select a value from the drop down menu.
Number	`number`	`string`	The Number of the Submittal
Description	`description`	`string`	The Description of the Submittal
Title	`title`	`string`	The Title of the Submittal
Type	`type`	`string`	The Submittal Type of the Submittal
Private	`isPrivate`	`boolean`	Whether the Submittal is Private or not
Revision	`revision`	`string`	The Revision of the Submittal
Location ID	`locationId`	`integer`	Select a value from the drop down menu.

Action Authentication#

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

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

Create Submittal with Procore API on Card Overdue from Pipefy API

Pipedream makes it easy to connect APIs for Procore, Pipefy and 2,800+ other apps remarkably fast.

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

Developers ♥ Pipedream

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