Add Tags to Lead with DealMachine API on Daily schedule from Schedule API

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Trigger workflow on

Daily schedule from the Schedule API

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Add Tags to Lead with the DealMachine API

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Getting Started#

This integration creates a workflow with a Schedule 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 Daily schedule trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Add Tags to Lead action
1. Connect your DealMachine account
2. Select a Lead Id
3. Select one or more Tag Ids
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#

Daily schedule on Schedule

Description:Trigger your workflow every day.

Version:0.0.1

Key:schedule-daily

View on GitHub

Schedule Overview#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code#

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

export default {
  name: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

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
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.interface.timer`	Enter a cron expression

Trigger Authentication#

The Schedule API does not require authentication.

About Schedule#

Trigger workflows on an interval or cron schedule.

Action#

Add Tags to Lead on DealMachine

Description:Add tags(s) to the lead. [See the documentation](https://docs.dealmachine.com/#ba760bae-ed7e-4b88-91ab-4f67668b111c)

Version:0.0.1

Key:dealmachine-add-tag-to-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-tag-to-lead",
  name: "Add Tags to Lead",
  version: "0.0.1",
  description: "Add tags(s) to the lead. [See the documentation](https://docs.dealmachine.com/#ba760bae-ed7e-4b88-91ab-4f67668b111c)",
  type: "action",
  props: {
    dealmachine,
    leadId: {
      propDefinition: [
        dealmachine,
        "leadId",
      ],
    },
    tagIds: {
      propDefinition: [
        dealmachine,
        "tagIds",
      ],
    },
  },
  async run({ $ }) {
    const {
      dealmachine,
      leadId,
      tagIds,
    } = this;

    const { data: response } = await dealmachine.addTagsToLead({
      $,
      leadId,
      data: {
        tag_ids: tagIds.toString(),
      },
    });

    $.export("$summary", `The tag(s) with Id(s): ${tagIds.toString()} ${tagIds.length > 1
      ? "where"
      : "was"} successfully added!`);
    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.
Lead Id	`leadId`	`string`	Select a value from the drop down menu.
Tag Ids	`tagIds`	`string[]`	Select a value from the drop down menu.

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,