← Vtiger CRM + GitHub integrations

Create Pull Request with GitHub API on New Lead Created from Vtiger CRM API

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New Lead Created from the Vtiger CRM API
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Create Pull Request with the GitHub API
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Getting Started

This integration creates a workflow with a Vtiger CRM trigger and GitHub 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 Lead Created trigger
    1. Connect your Vtiger CRM account
    2. Configure timer
  3. Configure the Create Pull Request action
    1. Connect your GitHub account
    2. Select a Base Repository
    3. Select a Base Branch
    4. Select a Head Repository
    5. Select a Head Branch
    6. Optional- Configure Body
    7. Optional- Configure Maintainers Can Modify
    8. Optional- Configure Is Draft
    9. Optional- Configure Title
    10. Optional- Select a Issue
  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 new lead is created in VTiger CRM.
Version:0.0.1
Key:vtiger_crm-new-lead-created

Vtiger CRM Overview

The Vtiger CRM API lets you tap into your customer relationship data to create, read, update, and delete records across various entities such as contacts, leads, and opportunities. In Pipedream, you can leverage this API to automate workflows, sync data across platforms, and react to events in real-time, all without the need for dedicated backend code. You can create dynamic workflows that respond to webhooks, schedule tasks, and integrate with 1000+ apps readily available on Pipedream.

Trigger Code

import base from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...base,
  key: "vtiger_crm-new-lead-created",
  name: "New Lead Created",
  description: "Emit new event when a new lead is created in VTiger CRM.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...base.methods,
    async getResources(modifiedTime) {
      const { result: { updated: leads } } = await this.vtiger.getSync({
        params: {
          modifiedTime,
          elementType: "Leads",
          syncType: "user",
        },
      });
      return leads;
    },
    getTsField() {
      return "createdtime";
    },
    generateMeta(lead) {
      return {
        id: lead.id,
        summary: `New Lead with ID ${lead.id}`,
        ts: Date.parse(lead.createdtime),
      };
    },
  },
  sampleEmit,
};

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
Vtiger CRMvtigerappThis component uses the Vtiger CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

Trigger Authentication

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

To retrieve your Access Key,

  • Navigate to your Vtiger CRM account and sign in
  • Click the dropdown on the to right
  • Go to “My Preferences”

  • Your instance is 1234.abc if your Vtiger CRM dashboard URL is https://1234.abc.vtiger.com/
  • Enter the email address you use to log into VTiger CRM as the username

About Vtiger CRM

Vtiger all-in-one CRM empowers you to align your marketing, sales and support teams with unified customer data powered by One View

Action

Description:Creates a new pull request for a specified repository. [See the documentation](https://docs.github.com/en/rest/pulls/pulls#create-a-pull-request)
Version:0.1.0
Key:github-create-pull-request

GitHub Overview

The GitHub API is a powerful gateway to interaction with GitHub's vast web of data and services, offering a suite of endpoints to manipulate and retrieve information on repositories, pull requests, issues, and more. Harnessing this API on Pipedream, you can orchestrate automated workflows that respond to events in real-time, manage repository data, streamline collaborative processes, and connect GitHub with other services for a more integrated development lifecycle.

Action Code

import { ConfigurationError } from "@pipedream/platform";
import github from "../../github.app.mjs";

export default {
  key: "github-create-pull-request",
  name: "Create Pull Request",
  description: "Creates a new pull request for a specified repository. [See the documentation](https://docs.github.com/en/rest/pulls/pulls#create-a-pull-request)",
  version: "0.1.0",
  type: "action",
  props: {
    github,
    repoFullname: {
      propDefinition: [
        github,
        "repoFullname",
      ],
      label: "Base Repository",
      description: "The base repository, where the pull request will be created.",
    },
    base: {
      propDefinition: [
        github,
        "branch",
        (c) => ({
          repoFullname: c.repoFullname,
        }),
      ],
      label: "Base Branch",
      description: "The base branch, where the changes will be received.",
    },
    headRepo: {
      propDefinition: [
        github,
        "repoFullname",
      ],
      label: "Head Repository",
      description: "The head repository, where the changes originate from. This can, but does not have to, be the same repository.",
    },
    head: {
      propDefinition: [
        github,
        "branch",
        (c) => ({
          repoFullname: c.headRepo,
        }),
      ],
      label: "Head Branch",
      description: "The head branch, where the changes originate from",
    },
    body: {
      label: "Body",
      description: "The text description of the pull request.",
      type: "string",
      optional: true,
    },
    maintainerCanModify: {
      label: "Maintainers Can Modify",
      description: "Indicates whether [maintainers can modify](https://docs.github.com/articles/allowing-changes-to-a-pull-request-branch-created-from-a-fork/) the pull request.",
      type: "boolean",
      optional: true,
    },
    draft: {
      label: "Is Draft",
      description: "Indicates whether the pull request is a draft. See \"[Draft Pull Requests](https://docs.github.com/articles/about-pull-requests#draft-pull-requests)\" in the GitHub Help documentation to learn more.",
      type: "boolean",
      optional: true,
    },
    title: {
      label: "Title",
      description: "The title of the pull request.",
      type: "string",
      optional: true,
    },
    issue: {
      propDefinition: [
        github,
        "issueNumber",
        (c) => ({
          repoFullname: c.repoFullname,
        }),
      ],
      label: "Issue",
      description: "An issue in the repository to convert to a pull request. The issue title, body, and comments will become the title, body, and comments on the new pull request.",
      min: 1,
      optional: true,
    },
  },
  async run({ $ }) {

    if (!this.issue && !this.title) {
      throw new ConfigurationError("Title is required if Issue is unspecified. You can either specify a new pull request with Title or convert an existing issue to a pull request with Issue.");
    }

    if (this.issue && this.title) {
      throw new ConfigurationError("You can't specify both Title and Issue at the same time.");
    }

    const data = {
      title: this.title,
      head: this.head.split("/")[1],
      base: this.base.split("/")[1],
      head_repo: this.headRepo,
      body: this.body,
      maintainer_can_modify: this.maintainerCanModify,
      draft: this.draft,
      issue: this.issue,
    };

    const response = await this.github.createPullRequest({
      owner: this.owner,
      repoFullname: this.repoFullname,
      data: data,
    });

    $.export("$summary", `Successfully created pull request: ${response.title}.`);

    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
GitHubgithubappThis component uses the GitHub app.
Base RepositoryrepoFullnamestringSelect a value from the drop down menu.
Base BranchbasestringSelect a value from the drop down menu.
Head RepositoryheadRepostringSelect a value from the drop down menu.
Head BranchheadstringSelect a value from the drop down menu.
Bodybodystring

The text description of the pull request.

Maintainers Can ModifymaintainerCanModifyboolean

Indicates whether maintainers can modify the pull request.

Is Draftdraftboolean

Indicates whether the pull request is a draft. See "Draft Pull Requests" in the GitHub Help documentation to learn more.

Titletitlestring

The title of the pull request.

IssueissueintegerSelect a value from the drop down menu.

Action Authentication

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

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

repoadmin:orgadmin:public_keyadmin:org_hookgistprojectnotificationsuserwrite:discussionwrite:packagesread:packagesadmin:repo_hook

About GitHub

Where the world builds software. Millions of developers and companies build, ship, and maintain their software on GitHub—the largest and most advanced development platform in the world.

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