Create Customer with Setmore API on New Payment Made from Poof API

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Trigger workflow on

New Payment Made from the Poof API

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Create Customer with the Setmore API

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Getting Started#

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

Select this integration
Configure the New Payment Made trigger
1. Connect your Poof account
2. Select one or more Payment Type(s)
Configure the Create Customer action
1. Connect your Setmore account
2. Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Email
5. Optional- Configure Country Code
6. Optional- Configure Cell Phone
7. Optional- Configure Work Phone
8. Optional- Configure Home Phone
9. Optional- Configure Address
10. Optional- Configure City
11. Optional- Configure State
12. Optional- Configure Postal Code
13. Optional- Configure Image URL
14. Optional- Configure Comment
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#

New Payment Made on Poof

Description:Emit new events when a payment is made in Poof. [See the documentation](https://docs.poof.io/reference/notifications-api)

Version:0.0.1

Key:poof-new-payment-made

View on GitHub

Poof Overview#

The Poof API lets you schedule and automate emails and SMS messages, making it a powerful tool for communication-based workflows. With Pipedream, you can connect the Poof API to hundreds of other services to craft custom automations. Trigger events, process data, and design complex interactions without managing a server infrastructure.

Trigger Code#

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

export default {
  ...common,
  key: "poof-new-payment-made",
  name: "New Payment Made",
  description: "Emit new events when a payment is made in Poof. [See the documentation](https://docs.poof.io/reference/notifications-api)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    paymentTypes: {
      type: "string[]",
      label: "Payment Type(s)",
      description: "Filter incoming events by payment type",
      options() {
        const paymentTypes = [];
        for (const [
          key,
          value,
        ] of Object.entries(constants.PAYMENT_TYPES)) {
          paymentTypes.push({
            value: key,
            label: value,
          });
        }
        return paymentTypes;
      },
    },
  },
  methods: {
    ...common.methods,
    isRelevant(payment) {
      return this.paymentTypes.includes(payment.paid);
    },
    generateMeta(payment) {
      return {
        id: payment.payment_id,
        summary: `New ${constants.PAYMENT_TYPES[payment.paid]}`,
        ts: Date.now(),
      };
    },
  },
};

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
Poof	`poof`	`app`	This component uses the Poof app.
N/A	`http`	`$.interface.http`	This component uses `$.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.
Payment Type(s)	`paymentTypes`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

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

About Poof#

Empowering millions of digital businesses & creators with payments from crypto to fiat.

Action#

Create Customer on Setmore

Description:Create a new customer in Setmore Appointments. [See the documentation](https://setmore.docs.apiary.io/#introduction/customers/create-a-customer)

Version:0.0.1

Key:setmoreappointments-create-customer

View on GitHub

Setmore Overview#

The Setmore API opens doors to automating appointment scheduling and calendar management, allowing you to sync appointments, customer information, and services across different platforms. This seamless integration through Pipedream can trigger workflows from new appointments, update external CRMs with customer data, or prep team communication channels with upcoming schedule details. By harnessing the Setmore API on Pipedream, you're equipping yourself to orchestrate complex operations with simplicity and precision.

Action Code#

import setmore from "../../setmoreappointments.app.mjs";

export default {
  key: "setmoreappointments-create-customer",
  name: "Create Customer",
  description: "Create a new customer in Setmore Appointments. [See the documentation](https://setmore.docs.apiary.io/#introduction/customers/create-a-customer)",
  version: "0.0.1",
  type: "action",
  props: {
    setmore,
    first_name: {
      type: "string",
      label: "First Name",
      description: "The first name of the customer.",
    },
    last_name: {
      type: "string",
      label: "Last Name",
      description: "The last name of the customer.",
      optional: true,
    },
    email_id: {
      type: "string",
      label: "Email",
      description: "The email of the customer.",
      optional: true,
    },
    country_code: {
      type: "string",
      label: "Country Code",
      description: "The country code of the customer's phone number.",
      optional: true,
    },
    cell_phone: {
      type: "string",
      label: "Cell Phone",
      description: "The cell phone number of the customer.",
      optional: true,
    },
    work_phone: {
      type: "string",
      label: "Work Phone",
      description: "The work phone number of the customer.",
      optional: true,
    },
    home_phone: {
      type: "string",
      label: "Home Phone",
      description: "The home phone number of the customer.",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "The address of the customer.",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "The city of the customer.",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "The state of the customer.",
      optional: true,
    },
    postal_code: {
      type: "string",
      label: "Postal Code",
      description: "The postal code of the customer.",
      optional: true,
    },
    image_url: {
      type: "string",
      label: "Image URL",
      description: "The image URL of the customer.",
      optional: true,
    },
    comment: {
      type: "string",
      label: "Comment",
      description: "Any additional comments about the customer.",
      optional: true,
    },
  },
  async run({ $ }) {
    const { data } = await this.setmore.createCustomer({
      data: {
        first_name: this.first_name,
        last_name: this.last_name,
        email_id: this.email_id,
        country_code: this.country_code,
        cell_phone: this.cell_phone,
        work_phone: this.work_phone,
        home_phone: this.home_phone,
        address: this.address,
        city: this.city,
        state: this.state,
        postal_code: this.postal_code,
        image_url: this.image_url,
        comment: this.comment,
      },
      $,
    });

    if (data?.customer) {
      $.export("$summary", `Successfully created customer with key ${data.customer.key}.`);
    }

    return data.customer;
  },
};

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
Setmore	`setmore`	`app`	This component uses the Setmore app.
First Name	`first_name`	`string`	The first name of the customer.
Last Name	`last_name`	`string`	The last name of the customer.
Email	`email_id`	`string`	The email of the customer.
Country Code	`country_code`	`string`	The country code of the customer's phone number.
Cell Phone	`cell_phone`	`string`	The cell phone number of the customer.
Work Phone	`work_phone`	`string`	The work phone number of the customer.
Home Phone	`home_phone`	`string`	The home phone number of the customer.
Address	`address`	`string`	The address of the customer.
City	`city`	`string`	The city of the customer.
State	`state`	`string`	The state of the customer.
Postal Code	`postal_code`	`string`	The postal code of the customer.
Image URL	`image_url`	`string`	The image URL of the customer.
Comment	`comment`	`string`	Any additional comments about the customer.

Action Authentication#

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

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