Update Contact with Salesmate API on New Webhook Event (Instant) from Supabase API

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New Webhook Event (Instant) from the Supabase API

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Update Contact with the Salesmate API

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Getting Started#

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

Select this integration
Configure the New Webhook Event (Instant) trigger
1. Connect your Supabase account
2. Configure Table
3. Optional- Configure Row Identifier
Configure the Update Contact action
1. Connect your Salesmate account
2. Select a Contact Id
3. Optional- Configure First Name
4. Configure Last Name
5. Select a Owner
6. Optional- Configure Mobile
7. Optional- Select a Company
8. Optional- Configure Email
9. Optional- Configure Website
10. Optional- Configure Google Plus Handle
11. Optional- Configure LinkedIn Handle
12. Optional- Configure Phone
13. Optional- Configure Other Phone
14. Optional- Configure Skype Id
15. Optional- Configure Facebook Handle
16. Optional- Configure Twitter Handle
17. Optional- Select a Currency
18. Optional- Configure Designation
19. Optional- Configure Billing Address Line 1
20. Optional- Configure Billing Address Line 2
21. Optional- Configure Billing City
22. Optional- Configure Billing Zip Code
23. Optional- Configure Billing State
24. Optional- Configure Billing Country
25. Optional- Configure Description
26. Optional- Select one or more Tags
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 Webhook Event (Instant) on Supabase

Description:Emit new event for every `insert`, `update`, or `delete` operation in a table. This source requires user configuration using the Supabase website. More information in the README. [Also see documentation here](https://supabase.com/docs/guides/database/webhooks#creating-a-webhook)

Version:0.0.5

Key:supabase-new-webhook-event

View on GitHub

Supabase Overview#

Supabase is a real-time backend-as-a-service that provides developers with a suite of tools to quickly build and scale their applications. It offers database storage, authentication, instant APIs, and real-time subscriptions. With the Supabase API, you can perform CRUD operations on your database, manage users, and listen to database changes in real time. When integrated with Pipedream, you can automate workflows that react to these database events, synchronize data across multiple services, or streamline user management processes.

Trigger Code#

import base from "../common/base.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "supabase-new-webhook-event",
  name: "New Webhook Event (Instant)",
  description: "Emit new event for every `insert`, `update`, or `delete` operation in a table. This source requires user configuration using the Supabase website. More information in the README. [Also see documentation here](https://supabase.com/docs/guides/database/webhooks#creating-a-webhook)",
  version: "0.0.5",
  type: "source",
  props: {
    ...base.props,
    http: {
      type: "$.interface.http",
    },
  },
  hooks: {
    async deploy() {
      const client = await this.supabase._client();
      const query = client
        .from(this.table)
        .select()
        .range(0, constants.HISTORICAL_EVENT_LIMIT);
      const { data } = await query;
      for (const row of data) {
        this.$emit({
          record: row,
        }, {
          summary: "Historical row in table",
        });
      }
    },
  },
  async run(event) {
    const { body: data } = event;
    let summary = `New ${data.type} event in table`;
    if (data.record?.[this.rowIdentifier]) {
      summary = `${summary}: ${data.record[this.rowIdentifier]}`;
    }
    this.$emit(data, {
      summary,
    });
  },
};

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
Supabase	`supabase`	`app`	This component uses the Supabase app.
Table	`table`	`string`	The name of the table to watch for new rows
Row Identifier	`rowIdentifier`	`string`	The column name to use as the row identifier
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.

Trigger Authentication#

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

Supabase provides a Service Key to get started. You can find the service_role in the API Settings page.

Finding the Supabase subdomain

About Supabase#

Supabase is an open source Firebase alternative.

Action#

Update Contact on Salesmate

Description:This API is used to update a contact's details. [See docs here](https://apidocs.salesmate.io/#72ca69e0-e70d-4fc5-837b-a758963300b3)

Version:0.0.1

Key:salesmate-update-contact

View on GitHub

Salesmate Overview#

The Salesmate API enables automation of CRM-related tasks within the Salesmate platform. By leveraging this API on Pipedream, you can craft serverless workflows that interact with Salesmate data, such as contacts, deals, and activities. This allows for seamless integration of Salesmate with other services to enhance sales processes, enable real-time data updates, and trigger custom actions based on specific events within your CRM.

Action Code#

import { defineAction } from "@pipedream/types";
import salesmate from "../../app/salesmate.app.mjs";
export default defineAction({
    name: "Update Contact",
    version: "0.0.1",
    key: "salesmate-update-contact",
    description: "This API is used to update a contact's details. [See docs here](https://apidocs.salesmate.io/#72ca69e0-e70d-4fc5-837b-a758963300b3)",
    type: "action",
    props: {
        salesmate,
        contactId: {
            propDefinition: [
                salesmate,
                "contactId",
            ],
        },
        firstName: {
            propDefinition: [
                salesmate,
                "firstName",
            ],
            optional: true,
        },
        lastName: {
            propDefinition: [
                salesmate,
                "lastName",
            ],
        },
        owner: {
            propDefinition: [
                salesmate,
                "owner",
            ],
        },
        mobile: {
            propDefinition: [
                salesmate,
                "mobile",
            ],
            optional: true,
        },
        company: {
            propDefinition: [
                salesmate,
                "company",
            ],
            optional: true,
        },
        email: {
            propDefinition: [
                salesmate,
                "email",
            ],
            optional: true,
        },
        website: {
            propDefinition: [
                salesmate,
                "website",
            ],
            optional: true,
        },
        googlePlusHandle: {
            propDefinition: [
                salesmate,
                "googlePlusHandle",
            ],
            optional: true,
        },
        linkedInHandle: {
            propDefinition: [
                salesmate,
                "linkedInHandle",
            ],
            optional: true,
        },
        phone: {
            propDefinition: [
                salesmate,
                "phone",
            ],
            optional: true,
        },
        otherPhone: {
            propDefinition: [
                salesmate,
                "otherPhone",
            ],
            optional: true,
        },
        skypeId: {
            propDefinition: [
                salesmate,
                "skypeId",
            ],
            optional: true,
        },
        facebookHandle: {
            propDefinition: [
                salesmate,
                "facebookHandle",
            ],
            optional: true,
        },
        twitterHandle: {
            propDefinition: [
                salesmate,
                "twitterHandle",
            ],
            optional: true,
        },
        currency: {
            propDefinition: [
                salesmate,
                "currency",
            ],
            optional: true,
        },
        designation: {
            propDefinition: [
                salesmate,
                "designation",
            ],
            optional: true,
        },
        billingAddressLine1: {
            propDefinition: [
                salesmate,
                "billingAddressLine1",
            ],
            optional: true,
        },
        billingAddressLine2: {
            propDefinition: [
                salesmate,
                "billingAddressLine2",
            ],
            optional: true,
        },
        billingCity: {
            propDefinition: [
                salesmate,
                "billingCity",
            ],
            optional: true,
        },
        billingZipCode: {
            propDefinition: [
                salesmate,
                "billingZipCode",
            ],
            optional: true,
        },
        billingState: {
            propDefinition: [
                salesmate,
                "billingState",
            ],
            optional: true,
        },
        billingCountry: {
            propDefinition: [
                salesmate,
                "billingCountry",
            ],
            optional: true,
        },
        description: {
            propDefinition: [
                salesmate,
                "contactDescription",
            ],
            optional: true,
        },
        tags: {
            propDefinition: [
                salesmate,
                "tags",
            ],
            optional: true,
        },
    },
    async run({ $ }) {
        const { salesmate, ...data } = this;
        data.tags = data.tags?.toString();
        const response = await salesmate.updateContact({
            $,
            ...data,
        });
        $.export("$summary", `Contact with id: ${response.Data.id} successfuly updated!`);
        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
Salesmate	`salesmate`	`app`	This component uses the Salesmate app.
Contact Id	`contactId`	`integer`	Select a value from the drop down menu.
First Name	`firstName`	`string`	First name of the contact.
Last Name	`lastName`	`string`	Last name of the contact.
Owner	`owner`	`integer`	Select a value from the drop down menu.
Mobile	`mobile`	`string`	Mobile number of the contact.
Company	`company`	`integer`	Select a value from the drop down menu.
Email	`email`	`string`	Email of the contact.
Website	`website`	`string`	Website of the contact.
Google Plus Handle	`googlePlusHandle`	`string`	Contact's Google Plus profile link.
LinkedIn Handle	`linkedInHandle`	`string`	Contact's LinkedIn profile link.
Phone	`phone`	`string`	Phone number 1 of the contact.
Other Phone	`otherPhone`	`string`	Phone number 2 of the contact.
Skype Id	`skypeId`	`string`	Contact's Skype ID.
Facebook Handle	`facebookHandle`	`string`	Contact's Facebook link.
Twitter Handle	`twitterHandle`	`string`	Contact's Twitter link.
Currency	`currency`	`string`	Select a value from the drop down menu.
Designation	`designation`	`string`	Contact's designation.
Billing Address Line 1	`billingAddressLine1`	`string`	Line one of the billing address of the contact.
Billing Address Line 2	`billingAddressLine2`	`string`	Line two of the billing address of the contact.
Billing City	`billingCity`	`string`	City name of contact's address for billing purposes.
Billing Zip Code	`billingZipCode`	`string`	Zip code of the billing City.
Billing State	`billingState`	`string`	State name of contact's address for billing purposes.
Billing Country	`billingCountry`	`string`	Country name of contact's address for billing purposes.
Description	`description`	`string`	Description about the contact. It contains an arbitrary string attached to the contact object.
Tags	`tags`	`string[]`	Select a value from the drop down menu.

Action Authentication#

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

To connect Pipedream to your Salesmate account,

First, retrieve your Access Keys:

Navigate to your Salesmate account and sign in
Click the User dropdown on the top right
Go to “My Account” > “Access Key”

Copy and paste the x-linkname below, which is the hostname from your Salesmate dashboard URL. For example, this might be something like demo.salesmate.io.

Finally, paste the domain (if your Salesmate dashboard is demo.salesmate.io, your domain is demo).

About Salesmate#

CRM & Unified Customer Platform for Growing Teams.

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