Create Person with Pipeline 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 Person with the Pipeline API

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Getting Started#

This integration creates a workflow with a Snowflake trigger and Pipeline 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 Person action
1. Connect your Pipeline account
2. Configure First Name
3. Configure Last Name
4. Optional- Configure Email
5. Optional- Configure Phone
6. Optional- Select a User ID
7. Optional- Select a Company ID
8. Optional- Select a Deal ID
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 Person on Pipeline

Description:Creates a new person in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/People/paths/~1people/post)

Version:0.0.1

Key:pipeline-create-person

View on GitHub

Pipeline Overview#

The Pipeline API on Pipedream enables you to design robust automations that streamline your sales and engagement processes. By leveraging this API, you can programmatically manage your sales pipeline, track email interactions, and book meetings automatically. Create triggers based on email events, update deals based on customer actions, or sync your sales data with other platforms for deeper analysis. With Pipedream's serverless architecture, you can create workflows that respond in real-time, ensuring your sales team has the freshest information at their fingertips.

Action Code#

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

export default {
  name: "Create Person",
  key: "pipeline-create-person",
  description: "Creates a new person in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/People/paths/~1people/post)",
  version: "0.0.1",
  type: "action",
  props: {
    pipeline,
    firstName: {
      propDefinition: [
        pipeline,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        pipeline,
        "lastName",
      ],
    },
    email: {
      propDefinition: [
        pipeline,
        "email",
      ],
      description: "Person's primary email address",
    },
    phone: {
      propDefinition: [
        pipeline,
        "phone",
      ],
      description: "Person's primary phone number",
    },
    userId: {
      propDefinition: [
        pipeline,
        "userId",
      ],
      description: "The ID of the user who owns this person record",
    },
    companyId: {
      propDefinition: [
        pipeline,
        "companyId",
      ],
    },
    dealId: {
      propDefinition: [
        pipeline,
        "dealId",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      person: {
        first_name: this.firstName,
        last_name: this.lastName,
        email: this.email,
        phone: this.phone,
        user_id: this.userId,
        company_id: this.companyId,
        deal_id: this.dealId,
      },
    };

    const response = await this.pipeline.createPerson({
      data,
      $,
    });

    $.export("$summary", `Successfully created Person 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
Pipeline	`pipeline`	`app`	This component uses the Pipeline app.
First Name	`firstName`	`string`	The person's first name
Last Name	`lastName`	`string`	The person's last name
Email	`email`	`string`	Person's primary email address
Phone	`phone`	`string`	Person's primary phone number
User ID	`userId`	`string`	Select a value from the drop down menu.
Company ID	`companyId`	`string`	Select a value from the drop down menu.
Deal ID	`dealId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

To get your API Key, sign in to your Pipeline account, then Account Settings -> API Integrations -> View API Keys.

About Pipeline#

Pipeline is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use Pipeline to manage their sales.

More Ways to Connect Pipeline + Snowflake#

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