Upsert Row with Google Sheets API on Transfer Payment Updated from Ramp API

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Transfer Payment Updated from the Ramp API

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Upsert Row with the Google Sheets API

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Getting Started#

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

Select this integration
Configure the Transfer Payment Updated trigger
1. Connect your Ramp account
2. Configure timer
3. Optional- Select a Status
Configure the Upsert Row action
1. Connect your Google Sheets account
2. Optional- Select a Drive
3. Select a Spreadsheet ID
4. Select a Worksheet ID
5. Configure Insert - Cells / Column Values
6. Configure Key Column
7. Optional- Configure Key Value
8. Optional- Configure Update - Column / Values
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#

Transfer Payment Updated on Ramp

Description:Emit new event when the status of a transfer payment changes

Version:0.0.2

Key:ramp-transfer-payment-updated

View on GitHub

Ramp Overview#

The Ramp API provides programmatic access to financial and accounting functionalities, allowing for the management of company cards, transactions, and reporting. By leveraging the Ramp API within Pipedream, you can automate intricate finance operations, synchronize transaction data with accounting software, trigger notifications based on spending activities, and analyze financial data in real-time, integrating with other services for enhanced financial workflows.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "ramp-transfer-payment-updated",
  name: "Transfer Payment Updated",
  description: "Emit new event when the status of a transfer payment changes",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    transferStatus: {
      propDefinition: [
        common.props.ramp,
        "transferStatus",
      ],
    },
  },
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.ramp.listTransfers;
    },
    getParams() {
      return {
        status: this.transferStatus,
      };
    },
    generateMeta(transfer) {
      const ts = Date.now();
      return {
        id: `${transfer.id}-${ts}`,
        summary: `Status updated for transfer ID: ${transfer.id}`,
        ts,
      };
    },
    emitResults(results, max) {
      const previousStatuses = this._getPreviousStatuses();
      let transfers = [];
      for (const transfer of results) {
        if (previousStatuses[transfer.id] && previousStatuses[transfer.id] !== transfer.status) {
          transfers.push(transfer);
        }
        previousStatuses[transfer.id] = transfer.status;
      }
      this._setPreviousStatuses(previousStatuses);
      if (!transfers.length) {
        return;
      }
      if (max && transfers.length > max) {
        transfers = transfers.slice(-1 * max);
      }
      transfers.reverse().forEach((transfer) => {
        const meta = this.generateMeta(transfer);
        this.$emit(transfer, meta);
      });
    },
  },
  sampleEmit,
};

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
Ramp	`ramp`	`app`	This component uses the Ramp app.
	`timer`	`$.interface.timer`
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Status	`transferStatus`	`string`	Select a value from the drop down menu:`ACH_CONFIRMEDCANCELEDCOMPLETEDERRORINITIATEDNOT_ACKEDNOT_ENOUGH_FUNDSPROCESSING_BY_ODFIREJECTED_BY_ODFIRETURNED_BY_RDFISUBMITTED_TO_FEDSUBMITTED_TO_RDFIUNNECESSARYUPLOADED`

Trigger Authentication#

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

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

transactions:readcards:readcards:writespend_programs:readspend_programs:writeusers:readusers:writelocations:readlocations:writelimits:readlimits:writedepartments:readdepartments:writebusiness:readreceipts:readtransfers:readvendors:readmerchants:readaccounting:readreceipts:write

About Ramp#

The Corporate Card That Helps You Spend Less

Action#

Upsert Row on Google Sheets

Description:Upsert a row of data in a Google Sheet. [See the documentation](https://developers.google.com/sheets/api/reference/rest/v4/spreadsheets.values/append)

Version:0.1.14

Key:google_sheets-upsert-row

View on GitHub

Google Sheets Overview#

The Google Sheets API allows for the creation, reading, updating, and deletion of data within Google Sheets, enabling a robust platform for spreadsheet management and data manipulation. Through Pipedream, you can craft serverless workflows that respond to various triggers, such as webhook events, emails, or scheduled times, to interact with Google Sheets. This synergy can automate reporting, synchronize data across applications, manage inventory, track leads in a CRM, or even conduct survey analysis by updating and retrieving sheet data on the fly.

Action Code#

import { v4 as uuid } from "uuid";
import common from "../common/worksheet.mjs";
import { VALUE_RENDER_OPTION } from "../../common/constants.mjs";
import {
  omitEmptyKey, toSingleLineString,
} from "../../common/utils.mjs";

const { googleSheets } = common.props;

/**
 * This action performs an upsert operation, similar to the MySQL `INSERT INTO ... ON DUPLICATE KEY
 * UPDATE` operation, on a Google Spreadsheet. If a row in the spreadsheet has `value` in `column`
 * (i.e., a duplicated key), that row is updated. Otherwise, a new row is appended to the
 * spreadsheet.
 *
 * To determine if and where a duplicate key exists in the spreadsheet, this action uses [Google
 * Sheet's `MATCH` function](https://support.google.com/docs/answer/3093378) in a new temporary
 * hidden worksheet. Uses roughly the method described in [this stackoverflow
 * answer](https://stackoverflow.com/a/49439220) and [this GitHub
 * comment](https://github.com/PipedreamHQ/pipedream/issues/1824#issuecomment-949940177).
 */
export default {
  ...common,
  key: "google_sheets-upsert-row",
  name: "Upsert Row",
  description: "Upsert a row of data in a Google Sheet. [See the documentation](https://developers.google.com/sheets/api/reference/rest/v4/spreadsheets.values/append)",
  version: "0.1.14",
  type: "action",
  props: {
    googleSheets,
    drive: {
      propDefinition: [
        googleSheets,
        "watchedDrive",
      ],
    },
    sheetId: {
      propDefinition: [
        googleSheets,
        "sheetID",
        (c) => ({
          driveId: googleSheets.methods.getDriveId(c.drive),
        }),
      ],
    },
    worksheetId: {
      propDefinition: [
        googleSheets,
        "worksheetIDs",
        (c) => ({
          sheetId: c.sheetId,
        }),
      ],
    },
    insert: {
      propDefinition: [
        googleSheets,
        "cells",
      ],
      label: "Insert - Cells / Column Values",
      description: toSingleLineString(`
        Insert statement: the row data you want to add to the Google sheet if the key *doesn't*
        exist. If the key *does* exist and **Update** is not set, the row will be updated using
        this array.
        Enter individual cell values or enter a custom expression to pass an
        array with each element representing a cell/column value (e.g. \`{{ [5, "test"] }}\`).
      `),
    },
    column: {
      propDefinition: [
        googleSheets,
        "column",
      ],
      label: "Key Column",
      description: "The column of the sheet to lookup (e.g. `A`). This column functions as the key column for the upsert operation.",
    },
    value: {
      type: "string",
      label: "Key Value",
      description: "The value of the key to search for in **Key Column**. Defaults to the value in **Insert**'s \"key\" column if left blank.",
      optional: true,
    },
    updates: {
      type: "object",
      label: "Update - Column / Values",
      description: toSingleLineString(`
        Update statment: if the spreadsheet contains duplicate key **Value** in some row in
        the specified **Column**, individual cells in the *first* duplicate row will be updated using
        this object's column-value pairs.<br />
        Enter the column name for the key (e.g. \`B\`) and the corresponding column value (e.g.
        \`test\`). You may also enter a custom expression and pass a JSON object with key/value pairs
        representing columns and values (e.g. \`{{ { A: 5, B: "test" } }}\`).
      `),
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      sheetId,
      worksheetId,
      insert,
      column,
      value,
      updates,
    } = this;
    const worksheet = await this.getWorksheetById(sheetId, worksheetId);
    const colIndex = this.googleSheets._getColumnIndex(column) - 1;
    const keyValue = value
      ? value
      : insert[colIndex];

    // Create hidden worksheet to add cell with `=MATCH()` formula, used to find duplicate key
    const hiddenWorksheetTitle = uuid();
    const addSheetResult = await this.googleSheets.createWorksheet(sheetId, {
      title: hiddenWorksheetTitle,
      hidden: true,
      gridProperties: {
        rowCount: 2,
        columnCount: 1,
      },
    });
    const hiddenSheetId = addSheetResult.properties.sheetId;

    try {
      const matchResult = await this.googleSheets.addRowsToSheet({
        spreadsheetId: sheetId,
        range: hiddenWorksheetTitle,
        rows: [
          [
            keyValue, // A1
          ],
          [
            this.googleSheets.buildMatchFormula("A1", worksheet?.properties?.title, {
              column,
              searchType: 0,
            }), // A2
          ],
        ],
        params: {
          includeValuesInResponse: true,
          responseValueRenderOption: VALUE_RENDER_OPTION.FORMATTED_VALUE,
        },
      });

      const matchedRow = matchResult.updatedData?.values?.[1]?.[0]; // A2

      const shouldUpdate = matchedRow && matchedRow !== "#N/A";

      if (!shouldUpdate) {
        // INSERT ROW
        const result = await this.googleSheets.addRowsToSheet({
          spreadsheetId: sheetId,
          range: worksheet?.properties?.title,
          rows: [
            insert,
          ],
        });
        $.export("$summary", `Couldn't find the key, "${keyValue}", so inserted new row: "${insert}"`);
        return result;
      }

      // UPDATE ROW
      const updateParams = [
        sheetId,
        worksheet?.properties?.title,
        matchedRow,
      ];
      const sanitizedUpdates = omitEmptyKey(updates);
      const updateRowCells = sanitizedUpdates && Object.keys(sanitizedUpdates).length;
      const updatePromise =
      updateRowCells
        ? this.googleSheets.updateRowCells(...updateParams, sanitizedUpdates)
        : this.googleSheets.updateRow(...updateParams, insert);

      const result = await updatePromise;
      $.export("$summary", `Successfully updated row ${matchedRow}`);
      return result;
    } finally {
      // Cleanup hidden worksheet
      await this.googleSheets.deleteWorksheet(sheetId, hiddenSheetId);
    }
  },
};

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
Google Sheets	`googleSheets`	`app`	This component uses the Google Sheets app.
Drive	`drive`	`string`	Select a value from the drop down menu.
Spreadsheet ID	`sheetId`	`string`	Select a value from the drop down menu.
Worksheet ID	`worksheetId`	`string`	Select a value from the drop down menu.
Insert - Cells / Column Values	`insert`	`string[]`	Insert statement: the row data you want to add to the Google sheet if the key doesn't exist. If the key does exist and Update is not set, the row will be updated using this array. Enter individual cell values or enter a custom expression to pass an array with each element representing a cell/column value (e.g. `{{ [5, "test"] }}`).
Key Column	`column`	`string`	The column of the sheet to lookup (e.g. `A`). This column functions as the key column for the upsert operation.
Key Value	`value`	`string`	The value of the key to search for in Key Column. Defaults to the value in Insert's "key" column if left blank.
Update - Column / Values	`updates`	`object`	Update statment: if the spreadsheet contains duplicate key Value in some row in the specified Column, individual cells in the first duplicate row will be updated using this object's column-value pairs. Enter the column name for the key (e.g. `B`) and the corresponding column value (e.g. `test`). You may also enter a custom expression and pass a JSON object with key/value pairs representing columns and values (e.g. `{{ { A: 5, B: "test" } }}`).

Action Authentication#

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

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

emailprofilehttps://www.googleapis.com/auth/drive

Upsert Row with Google Sheets API on Transfer Payment Updated from Ramp API

Pipedream makes it easy to connect APIs for Google Sheets, Ramp 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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