Add Lead with DealMachine 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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Add Lead with the DealMachine API

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Getting Started#

This integration creates a workflow with a PostgreSQL trigger and DealMachine 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 Add Lead action
1. Connect your DealMachine account
2. Select a Address Type
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:2.0.6

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: "2.0.6",
  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",
      ],
    },
    values: {
      propDefinition: [
        common.props.postgresql,
        "values",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateMeta(row, column) {
      return {
        id: row[column],
        summary: "New Row",
        ts: Date.now(),
      };
    },
  },
  async run() {
    const {
      schema,
      table,
      column,
      query,
      values = [],
    } = this;

    if (!Array.isArray(values)) {
      throw new Error("No valid values provided. The values property must be an array.");
    }

    const numberOfValues = query?.match(/\$/g)?.length || 0;
    if (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(schema, table, column);
    if (!isColumnUnique) {
      throw new Error("The column selected contains duplicate values. Column must be unique");
    }

    const rows = await this.postgresql.executeQuery({
      text: query,
      values,
    });
    for (const row of rows) {
      const meta = this.generateMeta(row, 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`	Your custom SQL Query using `$1`, `$2`... to represent values (eg. `INSERT INTO users(name, email) VALUES($1, $2)`
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#

Add Lead on DealMachine

Description:Add a lead to your team's account. [See the documentation](https://docs.dealmachine.com/#1f003772-6a7b-43f6-8839-1f30bed55b19)

Version:0.0.1

Key:dealmachine-add-lead

View on GitHub

DealMachine Overview#

The DealMachine API allows for automation of real estate investment tasks such as property research, direct mail marketing, and lead management. By connecting the DealMachine API to Pipedream, users can automate workflows, combine real estate data with other apps, and trigger custom actions based on specific criteria. Pipedream's serverless platform provides a powerful way to interact with the DealMachine API, process data, and integrate with countless other services to optimize real estate investment strategies.

Action Code#

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

export default {
  key: "dealmachine-add-lead",
  name: "Add Lead",
  version: "0.0.1",
  description: "Add a lead to your team's account. [See the documentation](https://docs.dealmachine.com/#1f003772-6a7b-43f6-8839-1f30bed55b19)",
  type: "action",
  props: {
    dealmachine,
    addressType: {
      type: "integer",
      label: "Address Type",
      description: "The type of the address you want to add.",
      reloadProps: true,
      options: [
        {
          label: "Full Address",
          value: 1,
        },
        {
          label: "Lat and Lng",
          value: 2,
        },
        {
          label: "Object Address",
          value: 3,
        },
      ],
    },
  },
  async additionalProps() {
    switch (this.addressType) {
    case 1:
      return {
        fullAddress: {
          type: "string",
          label: "Full Address",
          description: "A full address in one string (This will be the least accurate).",
        },
      };
    case 2:
      return {
        latitude: {
          type: "string",
          label: "Latitude",
          description: "The latitude of the address.",
        },
        longitude: {
          type: "string",
          label: "Longitude",
          description: "The longitude of the address.",
        },
      };
    case 3:
      return {
        address: {
          type: "string",
          label: "Address",
          description: "The address of the lead.",
        },
        address2: {
          type: "string",
          label: "Address 2",
          description: "The second line of the address.",
          optional: true,
        },
        city: {
          type: "string",
          label: "City",
          description: "The city of the address.",
        },
        state: {
          type: "string",
          label: "State",
          description: "The state of the address.",
        },
        zip: {
          type: "string",
          label: "Zip",
          description: "The zipcode of the address.",
        },
      };
    }
  },
  async run({ $ }) {
    const {
      dealmachine,
      fullAddress,
      ...data
    } = this;

    const {
      error, data: response,
    } = await dealmachine.addLead({
      $,
      data: {
        full_address: fullAddress,
        ...data,
      },
    });

    if (error) {
      throw new Error(error.message);
    }

    $.export("$summary", `A new lead with Id: ${response.id} was successfully created!`);
    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
DealMachine	`dealmachine`	`app`	This component uses the DealMachine app.
Address Type	`addressType`	`integer`	Select a value from the drop down menu:`{ "label": "Full Address", "value": 1 }{ "label": "Lat and Lng", "value": 2 }{ "label": "Object Address", "value": 3 }`

Action Authentication#

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

To retrieve your API Key,

Navigate to your DealMachine account and sign in
Hit the navigation menu on the top right.
Go to “Application Settings” > “API”