Create Task with Nectar CRM API on New Issue Event from Sifter API

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Trigger workflow on

New Issue Event from the Sifter API

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Create Task with the Nectar CRM API

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Getting Started#

This integration creates a workflow with a Sifter trigger and Nectar 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 Issue Event trigger
1. Connect your Sifter account
2. Configure timer
3. Select a Project Id
Configure the Create Task action
1. Connect your Nectar CRM account
2. Select a Contact ID
3. Configure Title
4. Configure Due Date
5. Optional- Configure Description
6. Optional- Select a Priority
7. Optional- Select a 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 Issue Event on Sifter

Description:Emit new events when a new issue is created. [See the docs here](https://sifterapp.com/developer/documentation/issues/#listing)

Version:0.0.1

Key:sifter-new-issue

View on GitHub

Sifter Overview#

The Sifter API enables developers to craft workflows for tracking and managing customer interactions and support inquiries efficiently. By leveraging the Sifter API on Pipedream, users can automate issue tracking, streamline customer communication, and ensure quick resolution of support tickets. With Pipedream's ability to connect to hundreds of apps, you can create multi-step workflows that trigger actions in other tools, leading to increased productivity and a better support experience.

Trigger Code#

import app from "../../sifter.app.mjs";
import common from "../common.mjs";

export default {
  key: "sifter-new-issue",
  name: "New Issue Event",
  description: "Emit new events when a new issue is created. [See the docs here](https://sifterapp.com/developer/documentation/issues/#listing)",
  version: "0.0.1",
  type: "source",
  ...common,
  props: {
    app,
    ...common.props,
    projectId: {
      propDefinition: [
        app,
        "projectId",
      ],
    },
  },
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.app.getIssues;
    },
    getResourceFnArgs() {
      return {
        projectId: this.projectId,
      };
    },
    getSummary(item) {
      return `New issue is created with number(${item.number}) and subject(${item.subject})`;
    },
    getResourceKey() {
      return "issues";
    },
    compareFn(item) {
      return new Date(item.created_at).getTime() > this.getLastFetchTime();
    },
    getDateKey() {
      return "created_at";
    },
  },
};

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
Sifter	`app`	`app`	This component uses the Sifter app.
	`timer`	`$.interface.timer`
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Project Id	`projectId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

To get your Access Key, first sign into your account, then:

Click the “My Profile” link along the top of the page
Click the "Account" tab
Click the “API and Access Keys” link in the right sidebar of the page
Fill in the “Create New Access Key” form at the bottom of the page and click “Create Access Key”

Account Subdomain is the subdomain that you have created during the registration process.

If you have already logged in, to get your Account Subdomain:
Click the "Projects & Issues" link along the top of the page
Click on any project.
Click gear icon next to the project name.
On the right menu find "Integrations" and click on it.
Find your Account Subdomain on Github section.

About Sifter#

Simple and streamlined. Sifter makes issue tracking convenient for even your least technical team members so that everyone can get involved and help find and resolve issues sooner.

Action#

Create Task on Nectar CRM

Description:Created a new task. [See docs here](https://nectarcrm.docs.apiary.io/#reference/0/tarefas/criar)

Version:0.0.1

Key:nectar_crm-create-task

View on GitHub

Nectar CRM Overview#

The Nectar CRM API enables users to streamline customer relationship management by automating tasks and syncing data across various platforms. With this API on Pipedream, you can perform actions like updating contact details, managing deals, tracking customer interactions, and generating reports. These capabilities can be leveraged to create custom, automated workflows that save time and keep your sales processes efficient.

Action Code#

import { defineAction } from "@pipedream/types";
import nectar_crm from "../../app/nectar_crm.app.mjs";
import constants from "../common/constants.mjs";
export default defineAction({
    key: "nectar_crm-create-task",
    name: "Create Task",
    description: "Created a new task. [See docs here](https://nectarcrm.docs.apiary.io/#reference/0/tarefas/criar)",
    version: "0.0.1",
    type: "action",
    props: {
        nectar_crm,
        contactId: {
            propDefinition: [
                nectar_crm,
                "contactId",
            ],
        },
        title: {
            label: "Title",
            description: "The title of the task",
            type: "string",
        },
        dueDate: {
            label: "Due Date",
            description: "The due date to finish the task. E.g. `2022-07-20T00:00:00-03:00`",
            type: "string",
        },
        description: {
            label: "Description",
            description: "The description of the task",
            type: "string",
            optional: true,
        },
        priority: {
            label: "Priority",
            description: "The priority of the task",
            type: "string",
            options: constants.TASK_PRIORITIES,
            optional: true,
        },
        type: {
            label: "Type",
            description: "The type of the task.",
            type: "string",
            options: constants.TASK_TYPES,
            optional: true,
        },
    },
    async run({ $ }) {
        const response = await this.nectar_crm.createTask({
            $,
            data: {
                titulo: this.title,
                cliente: {
                    id: this.contactId,
                },
                dataLimite: this.dueDate,
                descricao: this.description,
                prioridade: this.priority,
                tipo: this.type,
            },
        });
        $.export("$summary", `Successfully created task 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
Nectar CRM	`nectar_crm`	`app`	This component uses the Nectar CRM app.
Contact ID	`contactId`	`string`	Select a value from the drop down menu.
Title	`title`	`string`	The title of the task
Due Date	`dueDate`	`string`	The due date to finish the task. E.g. `2022-07-20T00:00:00-03:00`
Description	`description`	`string`	The description of the task
Priority	`priority`	`string`	Select a value from the drop down menu:`{ "label": "Normal", "value": "0" }{ "label": "Important", "value": "1" }{ "label": "Urgent", "value": "2" }`
Type	`type`	`string`	Select a value from the drop down menu:`{ "label": "Common", "value": "0" }{ "label": "Call", "value": "1" }{ "label": "Notification", "value": "2" }{ "label": "Email", "value": "3" }{ "label": "Appointment", "value": "4" }`

Action Authentication#

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

To retrieve your API key,