Create Note with Cloze API on New Row Custom Query from PostgreSQL API

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New Row Custom Query from the PostgreSQL API

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Create Note with the Cloze API

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Getting Started#

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

Select this integration
Configure the New Row Custom Query trigger
1. Connect your PostgreSQL account
2. Configure Polling Interval
3. Select a Schema
4. Select a Table
5. Select a Column
6. Configure SQL Query
7. Optional- Configure Values
Configure the Create Note action
1. Connect your Cloze account
2. Configure Unique ID
3. Configure Source
4. Optional- Configure Date
5. Optional- Configure From
6. Optional- Configure Subject
7. Configure Body
8. Optional- Configure Additional Data
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 Row Custom Query on PostgreSQL

Description:Emit new event when new rows are returned from a custom query that you provide. [See the documentation](https://node-postgres.com/features/queries)

Version:2.0.8

Key:postgresql-new-row-custom-query

View on GitHub

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 Row Custom Query",
  key: "postgresql-new-row-custom-query",
  description: "Emit new event when new rows are returned from a custom query that you provide. [See the documentation](https://node-postgres.com/features/queries)",
  version: "2.0.8",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    schema: {
      propDefinition: [
        common.props.postgresql,
        "schema",
      ],
    },
    table: {
      propDefinition: [
        common.props.postgresql,
        "table",
        (c) => ({
          schema: c.schema,
        }),
      ],
    },
    column: {
      propDefinition: [
        common.props.postgresql,
        "column",
        (c) => ({
          table: c.table,
          schema: c.schema,
        }),
      ],
    },
    query: {
      propDefinition: [
        common.props.postgresql,
        "query",
      ],
      description: "Specify the query to select new or updated rows since the last poll. For example, `SELECT * FROM users WHERE country = 'US'`",
    },
    values: {
      propDefinition: [
        common.props.postgresql,
        "values",
      ],
    },
  },
  hooks: {
    async deploy() {
      if (this.values && !Array.isArray(this.values)) {
        throw new Error("No valid values provided. The values property must be an array.");
      }

      const numberOfValues = this.query?.match(/\$/g)?.length || 0;
      if (this.values && this.values.length !== numberOfValues) {
        throw new Error("The number of values provided does not match the number of values in the query.");
      }

      const isColumnUnique = await this.isColumnUnique(this.schema, this.table, this.column);
      if (!isColumnUnique) {
        throw new Error("The column selected contains duplicate values. Column must be unique");
      }
    },
  },
  methods: {
    ...common.methods,
    generateMeta(row, column) {
      return {
        id: row[column],
        summary: "New Row",
        ts: Date.now(),
      };
    },
  },
  async run() {
    const rows = await this.postgresql.executeQuery({
      text: this.query,
      values: this.values,
    });
    for (const row of rows) {
      const meta = this.generateMeta(row, this.column);
      this.$emit(row, meta);
    }
  },
};

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
PostgreSQL	`postgresql`	`app`	This component uses the PostgreSQL app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the API on this schedule
Schema	`schema`	`string`	Select a value from the drop down menu.
Table	`table`	`string`	Select a value from the drop down menu.
Column	`column`	`string`	Select a value from the drop down menu.
SQL Query	`query`	`string`	Specify the query to select new or updated rows since the last poll. For example, `SELECT * FROM users WHERE country = 'US'`
Values	`values`	`string[]`	List of values represented in your SQL Query above

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#

Create Note on Cloze

Description:Creates a note in Cloze. [See the documentation](https://api.cloze.com/api-docs/#!/Content/post_v1_createcontent).

Version:0.0.2

Key:cloze-create-note

View on GitHub

Cloze Overview#

The Cloze API enables you to access and manage your Cloze CRM data programmatically. In Pipedream, you can create powerful, serverless workflows that react to events or run on schedules to automate tasks involving Cloze data. You could synchronize contacts, track communication history, or trigger actions based on updates in Cloze. By leveraging Pipedream's capacity to connect to a myriad of services, you can create multi-step workflows that involve other apps to streamline your business processes and harness the full potential of CRM automation.

Action Code#

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

export default {
  key: "cloze-create-note",
  name: "Create Note",
  description: "Creates a note in Cloze. [See the documentation](https://api.cloze.com/api-docs/#!/Content/post_v1_createcontent).",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    app,
    uniqueId: {
      type: "string",
      label: "Unique ID",
      description: "A unique identifier for this content record. This will often be the unique Id in an external system so that updates can be matched up with the record in Cloze.",
    },
    source: {
      type: "string",
      label: "Source",
      description: "The source that this content record originally came from (Eg. `todoist.com`). Must be a valid domain.",
    },
    date: {
      type: "string",
      label: "Date",
      description: "When the content should show up in the timeline. Can be a string or a UTC timestamp in ms since the epoch. Eg. `2021-01-01` or `1609459200000`.",
      optional: true,
    },
    from: {
      type: "string",
      label: "From",
      description: "From address for this content record (the address of the person created the record). This can be an email address, phone number, social handle or app link (Eg. `na16.salesforce.com:006j000000Pkp1d`)",
      optional: true,
    },
    subject: {
      type: "string",
      label: "Subject",
      description: "Subject of the communication record.",
      optional: true,
    },
    body: {
      type: "string",
      label: "Body",
      description: "Body text of the communication record.",
    },
    additionalData: {
      type: "object",
      label: "Additional Data",
      description: "Additional details for the note in JSON format. [See the documentation](https://api.cloze.com/api-docs/#!/Content/post_v1_createcontent).",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      app,
      uniqueId,
      date,
      from,
      source,
      subject,
      body,
      additionalData,
    } = this;

    const response = await app.addContentRecord({
      $,
      data: {
        uniqueid: uniqueId,
        date,
        style: "note",
        from,
        source,
        subject,
        body,
        ...additionalData,
      },
    });

    $.export("$summary", "Successfully created note.");

    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
Cloze	`app`	`app`	This component uses the Cloze app.
Unique ID	`uniqueId`	`string`	A unique identifier for this content record. This will often be the unique Id in an external system so that updates can be matched up with the record in Cloze.
Source	`source`	`string`	The source that this content record originally came from (Eg. `todoist.com`). Must be a valid domain.
Date	`date`	`string`	When the content should show up in the timeline. Can be a string or a UTC timestamp in ms since the epoch. Eg. `2021-01-01` or `1609459200000`.
From	`from`	`string`	From address for this content record (the address of the person created the record). This can be an email address, phone number, social handle or app link (Eg. `na16.salesforce.com:006j000000Pkp1d`)
Subject	`subject`	`string`	Subject of the communication record.
Body	`body`	`string`	Body text of the communication record.
Additional Data	`additionalData`	`object`	Additional details for the note in JSON format. See the documentation

Action Authentication#

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

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