Create Lead with Agiliron API on New Row from Snowflake API

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Trigger workflow on

New Row from the Snowflake API

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Create Lead with the Agiliron API

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Getting Started#

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

Select this integration
Configure the New Row trigger
1. Connect your Snowflake account
2. Configure timer
3. Select a Database
4. Select a Schema
5. Select a Table Name
6. Select a Unique Key
7. Optional- Configure Emit individual events
Configure the Create Lead action
1. Connect your Agiliron account
2. Configure Last Name
3. Configure Company
4. Optional- Select a Salutation
5. Optional- Configure First Name
6. Optional- Configure Designation
7. Optional- Configure Phone
8. Optional- Configure Mobile
9. Optional- Configure Fax
10. Optional- Configure Email
11. Optional- Configure Website
12. Optional- Select a Industry
13. Optional- Configure SIC Code
14. Optional- Configure Annual Revenue
15. Optional- Configure Number of Employees
16. Optional- Select a Contact Type
17. Optional- Select a Lead Source
18. Optional- Select a Lead Status
19. Optional- Select a Rating
20. Optional- Select a Email Opt Out
21. Optional- Configure Yahoo ID
22. Optional- Configure Street
23. Optional- Configure City
24. Optional- Configure State
25. Optional- Configure Zip
26. Optional- Configure Country
27. Optional- Configure Description
28. Optional- Select a Assigned To
29. Optional- Select a Assigned Group Name
30. Optional- Configure Custom Fields
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 Row on Snowflake

Description:Emit new event when a row is added to a table

Version:0.2.2

Key:snowflake-new-row

View on GitHub

Snowflake Overview#

Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture.

Getting Started

1. Create a user, role and warehouse in Snowflake

Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI.

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

2. Enter those details in Pipedream

Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.

You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.

3. Build your first workflow

Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.

Learn more at Pipedream University.

Trigger Code#

import common from "../common-table-scan.mjs";

export default {
  ...common,
  type: "source",
  key: "snowflake-new-row",
  name: "New Row",
  description: "Emit new event when a row is added to a table",
  version: "0.2.2",
  methods: {
    ...common.methods,
    async getStatement(lastResultId) {
      const sqlText = `
        SELECT *
        FROM IDENTIFIER(:1)
        WHERE ${this.uniqueKey} > :2
        ORDER BY ${this.uniqueKey} ASC
      `;
      const binds = [
        this.tableName,
        lastResultId,
      ];
      return {
        sqlText,
        binds,
      };
    },
  },
};

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
Snowflake	`snowflake`	`app`	This component uses the Snowflake app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`	Watch for changes on this schedule
Database	`database`	`string`	Select a value from the drop down menu.
Schema	`schema`	`string`	Select a value from the drop down menu.
Table Name	`tableName`	`string`	Select a value from the drop down menu.
Unique Key	`uniqueKey`	`string`	Select a value from the drop down menu.
Emit individual events	`emitIndividualEvents`	`boolean`	Defaults to `true`, triggering workflows on each record in the result set. Set to `false` to emit records in batch (advanced)

Trigger Authentication#

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

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

About Snowflake#

A data warehouse built for the cloud

Action#

Create Lead on Agiliron

Description:Establishes a new lead within Agiliron. [See the documentation](https://api.agiliron.com/docs/add-lead-1)

Version:0.0.1

Key:agiliron-create-lead

View on GitHub

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import agiliron from "../../agiliron.app.mjs";
import constants from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";

export default {
  key: "agiliron-create-lead",
  name: "Create Lead",
  description: "Establishes a new lead within Agiliron. [See the documentation](https://api.agiliron.com/docs/add-lead-1)",
  version: "0.0.1",
  type: "action",
  props: {
    agiliron,
    lastname: {
      propDefinition: [
        agiliron,
        "lastname",
      ],
    },
    company: {
      type: "string",
      label: "Company",
      description: "The company of the lead",
    },
    salutation: {
      propDefinition: [
        agiliron,
        "salutation",
      ],
      optional: true,
    },
    firstName: {
      propDefinition: [
        agiliron,
        "firstName",
      ],
      optional: true,
    },
    designation: {
      type: "string",
      label: "Designation",
      description: "The designation of the lead",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The phone number of the lead",
      optional: true,
    },
    mobile: {
      propDefinition: [
        agiliron,
        "mobile",
      ],
      optional: true,
    },
    fax: {
      propDefinition: [
        agiliron,
        "fax",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        agiliron,
        "email",
      ],
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "The website of the lead. Without http:// or https://",
      optional: true,
    },
    industry: {
      type: "string",
      label: "Industry",
      description: "The industry of the lead",
      options: constants.INDUSTRY_OPTIONS,
      optional: true,
    },
    sicCode: {
      type: "string",
      label: "SIC Code",
      description: "The SIC code of the lead",
      optional: true,
    },
    annualRevenue: {
      type: "string",
      label: "Annual Revenue",
      description: "The annual revenue of the lead. **(US Dollar : $)**",
      optional: true,
    },
    numberOfEmployees: {
      type: "string",
      label: "Number of Employees",
      description: "The number of employees of the lead",
      optional: true,
    },
    contactType: {
      propDefinition: [
        agiliron,
        "contactType",
      ],
      optional: true,
    },
    leadSource: {
      propDefinition: [
        agiliron,
        "leadSource",
      ],
      optional: true,
    },
    leadStatus: {
      type: "string",
      label: "Lead Status",
      description: "The lead status of the lead",
      options: constants.LEAD_STATUS_OPTIONS,
      optional: true,
    },
    rating: {
      type: "string",
      label: "Rating",
      description: "The rating of the lead",
      options: constants.RATING_OPTIONS,
      optional: true,
    },
    emailOptOut: {
      propDefinition: [
        agiliron,
        "emailOptOut",
      ],
      optional: true,
    },
    yahooId: {
      propDefinition: [
        agiliron,
        "yahooId",
      ],
      optional: true,
    },
    street: {
      type: "string",
      label: "Street",
      description: "The street address of the lead",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "The city of the lead",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "The state of the lead",
      optional: true,
    },
    zip: {
      type: "string",
      label: "Zip",
      description: "The zip code of the lead",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "The country of the lead",
      optional: true,
    },
    description: {
      propDefinition: [
        agiliron,
        "description",
      ],
      optional: true,
    },
    assignedTo: {
      propDefinition: [
        agiliron,
        "assignedTo",
      ],
      optional: true,
    },
    assignedGroupName: {
      type: "string",
      label: "Assigned Group Name",
      description: "The group to which the contact or lead is assigned",
      options: constants.ASSIGNED_TO_GROUP_OPTIONS,
      optional: true,
    },
    customFields: {
      propDefinition: [
        agiliron,
        "customFields",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    if (this.assignedTo && this.assignedGroupName) {
      throw new ConfigurationError("You must provite either Assigned To or Assigned to Group Name");
    }
    const parsedCustomFields = parseObject(this.customFields);
    const leadCustomFields = parsedCustomFields && Object.keys(parsedCustomFields).map((key) => ({
      Name: key,
      value: parsedCustomFields[key],
    }));

    const lead = {
      Salutation: this.salutation,
      FirstName: this.firstName,
      LastName: this.lastname,
      Company: this.company,
      Designation: this.designation,
      Phone: this.phone,
      Mobile: this.mobile,
      Fax: this.fax,
      Email: this.email,
      Website: this.website,
      Industry: this.industry,
      SICCode: this.sicCode,
      AnnualRevenue: this.annualRevenue,
      NumberOfEmployees: this.numberOfEmployees,
      ContactType: this.contactType,
      LeadSource: this.leadSource,
      LeadStatus: this.leadStatus,
      Rating: this.rating,
      EmailOptOut: this.emailOptOut,
      YahooID: this.yahooId,
      Street: this.street,
      City: this.city,
      State: this.state,
      Zip: this.zip,
      Country: this.country,
      Description: this.description,
      AssignedTo: this.assignedTo,
      AssignedGroupName: this.assignedGroupName,
      DefaultCurrency: "USD",
      LeadCustomFields: {
        CustomField: leadCustomFields,
      },
    };

    const response = await this.agiliron.addLead({
      $,
      data: {
        Leads: {
          Lead: lead,
        },
      },
    });

    $.export("$summary", `Successfully created lead with ID ${response?.MCM?.parameters?.results?.message?.success_message?.lead_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
Agiliron	`agiliron`	`app`	This component uses the Agiliron app.
Last Name	`lastname`	`string`	The last name of the lead.
Company	`company`	`string`	The company of the lead
Salutation	`salutation`	`string`	Select a value from the drop down menu:`--None--Mr.Ms.Mrs.Dr.Prof.`
First Name	`firstName`	`string`	The first name of the lead
Designation	`designation`	`string`	The designation of the lead
Phone	`phone`	`string`	The phone number of the lead
Mobile	`mobile`	`string`	The mobile number of the lead
Fax	`fax`	`string`	The fax number of the lead
Email	`email`	`string`	The email address of the lead
Website	`website`	`string`	The website of the lead. Without http:// or https://
Industry	`industry`	`string`	Select a value from the drop down menu:`--None--ApparelBankingEducationElectronicsFinanceGovernmentHealthcareHospitalityInsuranceRetailTechnologyTelecommunicationsUtilitiesOther`
SIC Code	`sicCode`	`string`	The SIC code of the lead
Annual Revenue	`annualRevenue`	`string`	The annual revenue of the lead. (US Dollar : $)
Number of Employees	`numberOfEmployees`	`string`	The number of employees of the lead
Contact Type	`contactType`	`string`	Select a value from the drop down menu:`--None--AnalystCompetitorCustomerIntegratorInvestorPartnerPressProspectResellerOtherMediaSuppliersCustomers`
Lead Source	`leadSource`	`string`	Select a value from the drop down menu:`--None--Cold CallExisting CustomerSelf GeneratedEmployeePartnerPublic RelationsDirect MailConferenceTrade ShowWeb SiteWord of mouthOther`
Lead Status	`leadStatus`	`string`	Select a value from the drop down menu:`--None--Attempted to ContactColdContact in FutureContactedHotJunk LeadLost LeadNot ContactedPre QualifiedQualifiedWarm`
Rating	`rating`	`string`	Select a value from the drop down menu:`--None--AcquiredActiveMarket FailedProject CancelledShutdown`
Email Opt Out	`emailOptOut`	`string`	Select a value from the drop down menu:`YesNo`
Yahoo ID	`yahooId`	`string`	The Yahoo ID of the lead
Street	`street`	`string`	The street address of the lead
City	`city`	`string`	The city of the lead
State	`state`	`string`	The state of the lead
Zip	`zip`	`string`	The zip code of the lead
Country	`country`	`string`	The country of the lead
Description	`description`	`string`	The description of the lead
Assigned To	`assignedTo`	`string`	Select a value from the drop down menu:`adminposuser`
Assigned Group Name	`assignedGroupName`	`string`	Select a value from the drop down menu:`AdministratorChannel ManagementFinanceFulfillmentManagementMarketingProduct ManagementProductionPurchasingRetail ManagementRetail SalesSalesSales RepsSupportWarehouse Management`
Custom Fields	`customFields`	`object`	An object of custom fields for the lead. Format: {customFieldName01: "Value 01"}