Create Task with EspoCRM API on Daily schedule from Schedule API

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Trigger workflow on

Daily schedule from the Schedule API

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Create Task with the EspoCRM API

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Getting Started#

This integration creates a workflow with a Schedule trigger and EspoCRM 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 Create Task action
1. Connect your EspoCRM account
2. Configure Name
3. Select a Assigned User
4. Optional- Configure Due Date
5. Optional- Configure Description
6. Optional- Select a Status
7. Optional- Select a Priority
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#

Create Task on EspoCRM

Description:This component creates a new task in Espo CRM. [See the documentation](https://docs.espocrm.com/development/api/crud/#create)

Version:0.0.1

Key:espocrm-create-task

View on GitHub

EspoCRM Overview#

The EspoCRM API allows for robust interaction with your CRM data, enabling the automation of tasks, syncing data across platforms, and the enhancement of customer relationship management through customized workflows. By leveraging this API within Pipedream, you can design serverless workflows that react to CRM events, integrate with other services, and manipulate data to fit your business processes. Pipedream's no-code platform makes it straightforward to create, execute, and maintain these workflows, allowing you to focus on innovation rather than infrastructure.

Action Code#

import espoCrm from "../../espocrm.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "espocrm-create-task",
  name: "Create Task",
  description: "This component creates a new task in Espo CRM. [See the documentation](https://docs.espocrm.com/development/api/crud/#create)",
  version: "0.0.1",
  type: "action",
  props: {
    espoCrm,
    name: {
      type: "string",
      label: "Name",
      description: "Specify the task name",
    },
    assigneeId: {
      propDefinition: [
        espoCrm,
        "assigneeId",
      ],
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Specify the task due date in the format `YYYY-MM-DD HH:MM:SS`",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "Specify the task description",
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "Specify the task status",
      options: constants.TASK_STATUS,
      optional: true,
    },
    priority: {
      type: "string",
      label: "Priority",
      description: "Specify the task priority",
      options: constants.TASK_PRIORITY,
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.espoCrm.createTask({
      data: {
        name: this.name,
        assignedUserId: this.assigneeId,
        dateEnd: this.dueDate,
        description: this.description,
        status: this.status,
        priority: this.priority,
      },
      $,
    });

    $.export("$summary", `Successfully created task ${this.name}.`);
    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
EspoCRM	`espoCrm`	`app`	This component uses the EspoCRM app.
Name	`name`	`string`	Specify the task name
Assigned User	`assigneeId`	`string`	Select a value from the drop down menu.
Due Date	`dueDate`	`string`	Specify the task due date in the format `YYYY-MM-DD HH:MM:SS`
Description	`description`	`string`	Specify the task description
Status	`status`	`string`	Select a value from the drop down menu:`Not StartedStartedCompletedCanceledDeferred`
Priority	`priority`	`string`	Select a value from the drop down menu:`LowNormalHighUrgent`