Create Or Update Prospect with PersistIQ API on New or Modified Task from Todoist API

Pipedream makes it easy to connect APIs for PersistIQ, Todoist and 2,900+ other apps remarkably fast.

Trigger workflow on

New or Modified Task from the Todoist API

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Create Or Update Prospect with the PersistIQ API

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Getting Started#

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

Select this integration
Configure the New or Modified Task trigger
1. Connect your Todoist account
2. Configure Polling Interval
3. Optional- Select one or more Select Projects
Configure the Create Or Update Prospect action
1. Connect your PersistIQ account
2. Configure Email
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Address
6. Optional- Configure City
7. Optional- Configure State
8. Optional- Configure Company Name
9. Optional- Configure Industry
10. Optional- Configure Title
11. Optional- Configure Phone
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 or Modified Task on Todoist

Description:Emit new event for each new or modified task. [See the docs here](https://developer.todoist.com/sync/v8/#read-resources)

Version:0.0.6

Key:todoist-new-or-modified-task

View on GitHub

Todoist Overview#

The Todoist API unlocks the potential to automate task management with precision. With Pipedream, you can craft workflows that react to events in Todoist, like task completions or due date changes, or drive actions in Todoist, such as creating tasks or updating projects. By integrating Todoist with Pipedream, you can seamlessly connect your to-do list with other apps to streamline your productivity, manage tasks based on triggers from other services, or compile reports on your task management patterns.

Trigger Code#

import common from "../common-task.mjs";

export default {
  ...common,
  key: "todoist-new-or-modified-task",
  name: "New or Modified Task",
  description: "Emit new event for each new or modified task. [See the docs here](https://developer.todoist.com/sync/v8/#read-resources)",
  version: "0.0.6",
  type: "source",
};

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
Todoist	`todoist`	`app`	This component uses the Todoist app.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the Todoist API on this schedule
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Select Projects	`selectProjects`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

Todoist uses OAuth authentication. When you connect your Todoist account, Pipedream will open a popup window where you can sign into Todoist and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Todoist API.

Pipedream requests the following authorization scopes when you connect your account:

task:adddata:read_writedata:deleteproject:delete

About Todoist#

Todoist is a delightfully simple yet powerful task planner and to-do list app.

Action#

Create Or Update Prospect on PersistIQ

Description:Creates a prospect. Updates if there is already a prospect with the given `email`. [See docs here](https://apidocs.persistiq.com/#create-leads)

Version:0.0.2

Key:persistiq-create-or-update-prospect

View on GitHub

PersistIQ Overview#

PersistIQ is a sales automation platform that streamlines outbound sales processes with personalized email campaigns and task management. By leveraging the PersistIQ API on Pipedream, you can craft intricate automation workflows that enhance lead management, align sales communications, and improve team productivity. This API interaction enables real-time synchronization of lead data, automated campaign actions, and analytics integration, fostering a seamless sales operation.

Action Code#

import { defineAction } from "@pipedream/types";
import app from "../../app/persistiq.app.mjs";
export default defineAction({
    key: "persistiq-create-or-update-prospect",
    version: "0.0.2",
    annotations: {
        destructiveHint: true,
        openWorldHint: true,
        readOnlyHint: false,
    },
    name: "Create Or Update Prospect",
    description: "Creates a prospect. Updates if there is already a prospect with the given `email`. [See docs here](https://apidocs.persistiq.com/#create-leads)",
    type: "action",
    props: {
        app,
        email: {
            type: "string",
            label: "Email",
            description: "Email",
        },
        firstName: {
            type: "string",
            label: "First Name",
            description: "First name",
            optional: true,
        },
        lastName: {
            type: "string",
            label: "Last Name",
            description: "Last name",
            optional: true,
        },
        address: {
            type: "string",
            label: "Address",
            description: "Address",
            optional: true,
        },
        city: {
            type: "string",
            label: "City",
            description: "City",
            optional: true,
        },
        state: {
            type: "string",
            label: "State",
            description: "State",
            optional: true,
        },
        companyName: {
            type: "string",
            label: "Company Name",
            description: "Company name",
            optional: true,
        },
        industry: {
            type: "string",
            label: "Industry",
            description: "Industry",
            optional: true,
        },
        title: {
            type: "string",
            label: "Title",
            description: "Title",
            optional: true,
        },
        phone: {
            type: "string",
            label: "Phone",
            description: "Phone",
            optional: true,
        },
    },
    async run({ $ }) {
        const response = await this.app.createLead({
            $,
            data: {
                dup: "update",
                email: this.email,
                first_name: this.firstName,
                last_name: this.lastName,
                address: this.address,
                city: this.city,
                state: this.state,
                company_name: this.companyName,
                industry: this.industry,
                title: this.title,
                phone: this.phone,
            },
        });
        $.export("$summary", `Successfully created a prospect (ID: ${response?.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
PersistIQ	`app`	`app`	This component uses the PersistIQ app.
Email	`email`	`string`	Email
First Name	`firstName`	`string`	First name
Last Name	`lastName`	`string`	Last name
Address	`address`	`string`	Address
City	`city`	`string`	City
State	`state`	`string`	State
Company Name	`companyName`	`string`	Company name
Industry	`industry`	`string`	Industry
Title	`title`	`string`	Title
Phone	`phone`	`string`	Phone

Action Authentication#

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

To retrieve your API key,

Navigate to your PersistIQ account and sign in
Go to “Integrations” on the bottom left menu

Create Or Update Prospect with PersistIQ API on New or Modified Task from Todoist API

Pipedream makes it easy to connect APIs for PersistIQ, Todoist and 2,900+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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