← Snowflake + Easyly integrations

Post New Lead with Easyly API on New Role from Snowflake API

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New Role from the Snowflake API
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Post New Lead with the Easyly API
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Getting Started

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

  1. Select this integration
  2. Configure the New Role trigger
    1. Connect your Snowflake account
    2. Configure timer
  3. Configure the Post New Lead action
    1. Connect your Easyly account
    2. Configure Source
    3. Configure Full Name
    4. Optional- Configure Email
    5. Optional- Configure Phone
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a role is created
Version:0.1.2
Key:snowflake-new-role

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.mjs";

export default {
  ...common,
  type: "source",
  key: "snowflake-new-role",
  name: "New Role",
  description: "Emit new event when a role is created",
  version: "0.1.2",
  methods: {
    ...common.methods,
    alwaysRunInSingleProcessMode() {
      return true;
    },
    generateMeta({
      row,
      timestamp: ts,
    }) {
      return {
        id: row.name,
        summary: row.name,
        ts,
      };
    },
    getStatement() {
      return {
        sqlText: "show roles",
      };
    },
  },
};

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.
LabelPropTypeDescription
SnowflakesnowflakeappThis component uses the Snowflake app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

Watch for changes on this schedule

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.

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.

About Snowflake

A data warehouse built for the cloud

Action

Description:Allows a user to post a new lead to their Easyly account. [See the documentation](https://api.easyly.com/posting)
Version:0.0.1
Key:easyly-post-lead

Easyly Overview

The Easyly API offers a suite of features aimed at simplifying complex tasks such as address validation, geocoding, and route optimization. With Pipedream's serverless platform, you can leverage this API to automate workflows that require address verification, coordinate mapping, or efficient route planning. The integration of Easyly with Pipedream allows you to set up triggers and actions without setting up a server, making it straightforward to incorporate real-time data processing and event-driven architectures into your applications.

Action Code

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

export default {
  key: "easyly-post-lead",
  name: "Post New Lead",
  description: "Allows a user to post a new lead to their Easyly account. [See the documentation](https://api.easyly.com/posting)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    source: {
      type: "string",
      label: "Source",
      description: "The source unique key. You can get your Source Unique Key by accessing [Settings > Leads > Sources](https://app.easyly.com/settings/leads/sources)",
    },
    fullname: {
      type: "string",
      label: "Full Name",
      description: "The lead contact's full name",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The lead contact's email address",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The lead contact's phone number",
      optional: true,
    },
  },
  methods: {
    postLead(args = {}) {
      return this.app.post({
        path: "/post",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      postLead,
      source,
      fullname,
      email,
      phone,
    } = this;

    const response = await postLead({
      $,
      data: {
        source,
        fullname,
        email,
        phone,
      },
    });

    if (!response?.leadid) {
      throw new Error("Failed to post lead. Maybe the source doesn't exist");
    }

    $.export("$summary", `Successfully posted a new lead with ID: \`${response.leadid}\``);

    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.

LabelPropTypeDescription
EasylyappappThis component uses the Easyly app.
Sourcesourcestring

The source unique key. You can get your Source Unique Key by accessing Settings > Leads > Sources

Full Namefullnamestring

The lead contact's full name

Emailemailstring

The lead contact's email address

Phonephonestring

The lead contact's phone number

Action Authentication

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

About Easyly

Easyly Cloud-based CRM software for streamlined sales, marketing, and everyday tasks with customizable workflows.

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