Update Deal with Agile CRM API on New Item in Feed from RSS API

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Trigger workflow on

New Item in Feed from the RSS API

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Update Deal with the Agile CRM API

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Getting Started#

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

Select this integration
Configure the New Item in Feed trigger
1. Connect your RSS account
2. Configure timer
3. Configure Feed URL
4. Configure Published After
Configure the Update Deal action
1. Connect your Agile CRM account
2. Select a Deal
3. Optional- Select one or more Contacts
4. Optional- Configure Name
5. Optional- Configure Expected Value
6. Optional- Configure Probability
7. Optional- Select a Milestone
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 Item in Feed on RSS

Description:Emit new items from an RSS feed

Version:1.2.7

Key:rss-new-item-in-feed

View on GitHub

RSS Overview#

The RSS app allows users to automatically fetch and parse updates from web feeds. This functionality is pivotal for staying abreast of content changes or updates from websites, blogs, and news outlets that offer RSS feeds. With Pipedream, you can harness the RSS API to trigger workflows that enable a broad range of automations, like content aggregation, monitoring for specific keywords, notifications, and data synchronization across platforms.

Trigger Code#

import { defineSource } from "@pipedream/types";
import rss from "../../app/rss.app.mjs";
import rssCommon from "../common/common.mjs";
export default defineSource({
    ...rssCommon,
    key: "rss-new-item-in-feed",
    name: "New Item in Feed",
    description: "Emit new items from an RSS feed",
    version: "1.2.7",
    type: "source",
    dedupe: "unique",
    props: {
        ...rssCommon.props,
        url: {
            propDefinition: [
                rss,
                "url",
            ],
        },
        publishedAfter: {
            type: "string",
            label: "Published After",
            description: "Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`",
            default: new Date(Date.now() - 24 * 60 * 60 * 1000).toISOString(), // default to one day ago
        },
    },
    hooks: {
        async activate() {
            // Try to parse the feed one time to confirm we can fetch and parse.
            // The code will throw any errors to the user.
            await this.rss.fetchAndParseFeed(this.url);
        },
    },
    methods: {
        ...rssCommon.methods,
        generateMeta: function (item) {
            return {
                id: this.rss.itemKey(item),
                summary: item.title,
                ts: Date.now(),
            };
        },
    },
    async run() {
        const items = await this.rss.fetchAndParseFeed(this.url);
        for (const item of items.reverse()) {
            const publishedAfter = +new Date(this.publishedAfter);
            const ts = this.rss.itemTs(item);
            if (Number.isNaN(publishedAfter) || publishedAfter > ts) {
                continue;
            }
            const meta = this.generateMeta(item);
            this.$emit(item, 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
RSS	`rss`	`app`	This component uses the RSS app.
	`timer`	`$.interface.timer`	How often you want to poll the feed for new items
Feed URL	`url`	`string`	Enter the URL for any public RSS feed
Published After	`publishedAfter`	`string`	Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`

Trigger Authentication#

The RSS API does not require authentication.

About RSS#

Real Simple Syndication

Action#

Update Deal on Agile CRM

Description:Updates an existing deal in Agile CRM. [See the documentation](https://github.com/agilecrm/rest-api#34-update-deal-partial-update)

Version:0.0.1

Key:agile_crm-update-deal

View on GitHub

Agile CRM Overview#

The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.

Action Code#

import agileCrm from "../../agile_crm.app.mjs";
import pickBy from "lodash.pickby";

export default {
  key: "agile_crm-update-deal",
  name: "Update Deal",
  description: "Updates an existing deal in Agile CRM. [See the documentation](https://github.com/agilecrm/rest-api#34-update-deal-partial-update)",
  version: "0.0.1",
  type: "action",
  props: {
    agileCrm,
    deal: {
      propDefinition: [
        agileCrm,
        "deal",
      ],
    },
    contacts: {
      propDefinition: [
        agileCrm,
        "contact",
      ],
      type: "string[]",
      label: "Contacts",
      description: "An array of contact identifiers related to the deal",
      optional: true,
    },
    name: {
      propDefinition: [
        agileCrm,
        "dealName",
      ],
      optional: true,
    },
    expectedValue: {
      propDefinition: [
        agileCrm,
        "expectedValue",
      ],
      optional: true,
    },
    probability: {
      propDefinition: [
        agileCrm,
        "probability",
      ],
      optional: true,
    },
    milestone: {
      propDefinition: [
        agileCrm,
        "milestone",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    let contacts;
    if (this.contacts?.length) {
      contacts = Array.isArray(this.contacts)
        ? this.contacts
        : JSON.parse(this.contacts);
    }

    const data = pickBy({
      id: this.deal,
      contact_ids: contacts,
      name: this.name,
      expected_value: this.expectedValue,
      probability: this.probability,
      milestone: this.milestone,
      close_date: this.closeDate
        ? Date.parse(this.closeDate)
        : undefined,
    });

    const response = await this.agileCrm.updateDeal({
      data,
      $,
    });

    $.export("$summary", `Successfully updated deal with ID ${response.id}`);

    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
Agile CRM	`agileCrm`	`app`	This component uses the Agile CRM app.
Deal	`deal`	`string`	Select a value from the drop down menu.
Contacts	`contacts`	`string[]`	Select a value from the drop down menu.
Name	`name`	`string`	Name of the deaL
Expected Value	`expectedValue`	`string`	Expected value of the deal
Probability	`probability`	`string`	Probability of the deal
Milestone	`milestone`	`string`	Select a value from the drop down menu:`NewProspectProposalWonLost`

Action Authentication#

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

You may access the API Key from Admin Settings -> API & Analytics -> API Key.
Your username is the email address you use to log into Agile CRM.
If your Agile CRM URL is https://12345678.agilecrm.com/, your domain is 12345678.

Update Deal with Agile CRM API on New Item in Feed from RSS API

Pipedream makes it easy to connect APIs for Agile CRM, RSS and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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