← PostgreSQL + Aero Workflow integrations

Create Appointment with Aero Workflow API on New Table from PostgreSQL API

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Trigger workflow on
New Table from the PostgreSQL API
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Create Appointment with the Aero Workflow API
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Getting Started

This integration creates a workflow with a PostgreSQL trigger and Aero Workflow 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 Table trigger
    1. Connect your PostgreSQL account
    2. Configure Polling Interval
    3. Select a Schema
  3. Configure the Create Appointment action
    1. Connect your Aero Workflow account
    2. Select a Assigned To
    3. Select a Aero Type
    4. Optional- Select a Contact
    5. Optional- Select a Company
    6. Optional- Select a Project
    7. Optional- Select a Hat
    8. Configure Scheduled Start Date
    9. Configure Scheduled Total Hours
    10. Configure Scheduled Hours
    11. Configure Scheduled Minutes
    12. Configure Subject
    13. Select a Priority
    14. Configure Due Date
    15. Select a Status
    16. Optional- Configure Description
    17. Optional- Configure Billable
    18. Optional- Configure Fixed Fee
  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:Emit new event when a new table is added to the database. [See the documentation](https://node-postgres.com/features/queries)
Version:2.0.6
Key:postgresql-new-table

PostgreSQL Overview

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Trigger Code

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

export default {
  ...common,
  name: "New Table",
  key: "postgresql-new-table",
  description: "Emit new event when a new table is added to the database. [See the documentation](https://node-postgres.com/features/queries)",
  version: "2.0.6",
  type: "source",
  props: {
    ...common.props,
    schema: {
      propDefinition: [
        common.props.postgresql,
        "schema",
      ],
    },
  },
  async run() {
    const previousTables = this._getPreviousValues() || [];

    const tables = await this.postgresql.getTables(this.schema);

    const newTables = tables.filter((table) => !previousTables.includes(table));
    for (const table of newTables) {
      const meta = this.generateMeta(table);
      this.$emit(table, meta);
    }

    this._setPreviousValues(tables);
  },
};

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
PostgreSQLpostgresqlappThis component uses the PostgreSQL app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling Intervaltimer$.interface.timer

Pipedream will poll the API on this schedule

SchemaschemastringSelect a value from the drop down menu.

Trigger Authentication

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

Connecting to Restricted Databases

Either enable the shared static IP for this account below, or configure a VPC to deploy any workflow in your workspace to a private network with a dedicated static IP. Learn more in our docs.

SSL Setup

Configure SSL on your PostgreSQL database by providing the CA (Certificate Authority), and choosing between Full Verification, Verify Certificate Authority (CA), or Skip Verification. Skipping verification is not recommended as this has serious security implications.

About PostgreSQL

PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.

Action

Description:Creates an appointment [See the docs here](https://api.aeroworkflow.com/swagger/index.html)
Version:0.0.1
Key:aero_workflow-create-appointment

Aero Workflow Overview

The Aero Workflow API enables the automation of task management and workflow optimization for professional service firms. Using Pipedream, you can harness this API to create powerful automations that streamline the tasks and procedures within your business. This can significantly reduce manual input, error rates, and increase overall efficiency.

Action Code

import app from "../../aero_workflow.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "aero_workflow-create-appointment",
  version: "0.0.1",
  type: "action",
  name: "Create Appointment",
  description: "Creates an appointment [See the docs here](https://api.aeroworkflow.com/swagger/index.html)",
  props: {
    app,
    assignedTo: {
      propDefinition: [
        app,
        "assignedTo",
      ],
    },
    aeroType: {
      propDefinition: [
        app,
        "aeroType",
      ],
    },
    contact: {
      propDefinition: [
        app,
        "contact",
      ],
      optional: true,
    },
    company: {
      propDefinition: [
        app,
        "company",
      ],
      optional: true,
    },
    fullProjectName: {
      propDefinition: [
        app,
        "project",
      ],
      optional: true,
    },
    hat: {
      propDefinition: [
        app,
        "hat",
      ],
      optional: true,
    },
    scheduledStartDate: {
      propDefinition: [
        app,
        "scheduledStartDate",
      ],
    },
    scheduledTotalHours: {
      propDefinition: [
        app,
        "scheduledTotalHours",
      ],
    },
    scheduledHours: {
      propDefinition: [
        app,
        "scheduledHours",
      ],
    },
    scheduledMinutes: {
      propDefinition: [
        app,
        "scheduledMinutes",
      ],
    },
    subject: {
      propDefinition: [
        app,
        "subject",
      ],
    },
    priority: {
      propDefinition: [
        app,
        "priority",
      ],
    },
    dueDate: {
      propDefinition: [
        app,
        "dueDate",
      ],
    },
    status: {
      propDefinition: [
        app,
        "status",
      ],
    },
    description: {
      type: "string",
      label: "Description",
      description: "Description",
      optional: true,
    },
    billable: {
      propDefinition: [
        app,
        "billable",
      ],
    },
    fixedFee: {
      propDefinition: [
        app,
        "fixedFee",
      ],
    },
  },
  async run ({ $ }) {
    const data = utils.extractProps(this);
    const resp = await this.app.createAppointment({
      $,
      data,
    });
    $.export("$summary", `The appointment(ID: ${resp.id}) has been created successfully.`);
    return resp;
  },
};

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
Aero WorkflowappappThis component uses the Aero Workflow app.
Assigned ToassignedTostringSelect a value from the drop down menu.
Aero TypeaeroTypestringSelect a value from the drop down menu.
ContactcontactstringSelect a value from the drop down menu.
CompanycompanystringSelect a value from the drop down menu.
ProjectfullProjectNamestringSelect a value from the drop down menu.
HathatstringSelect a value from the drop down menu.
Scheduled Start DatescheduledStartDatestring

Scheduled start date. Must be in ISO format, e.g. 2023-03-30T11:35:07.983Z

Scheduled Total HoursscheduledTotalHoursinteger

Scheduled total hours, max 24

Scheduled HoursscheduledHoursinteger

Scheduled hours, max 23

Scheduled MinutesscheduledMinutesinteger

Scheduled minutes, max 59

Subjectsubjectstring

Subject

PriorityprioritystringSelect a value from the drop down menu:elevatedcriticalnormal
Due DatedueDatestring

Due date. Must be in ISO format, e.g. 2023-03-30T11:35:07.983Z

StatusstatusstringSelect a value from the drop down menu:inprogressnotstartedcanceledcompleted
Descriptiondescriptionstring

Description

Billablebillableboolean

Is billable

Fixed FeefixedFeeboolean

Is fixed fee

Action Authentication

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

To get your API Key and Account Number, navigate to Account Settings > Account Profile.

  • If you've already created an API Key it will be listed on this screen.
  • If there is no API Key listed, click the Generate new API Key button.
  • The Account Number (also sometimes called "Account ID") is listed below the API Key

About Aero Workflow

Aero is workflow & practice management built specifically with the modern cloud-based accounting firm in mind.

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