Document Classifier with PDF.co API on New Lead Created from Vtiger CRM API

Pipedream makes it easy to connect APIs for PDF.co, Vtiger CRM and 2,400+ other apps remarkably fast.

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New Lead Created from the Vtiger CRM API

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Document Classifier with the PDF.co API

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Getting Started#

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

Select this integration
Configure the New Lead Created trigger
1. Connect your Vtiger CRM account
2. Configure timer
Configure the Document Classifier action
1. Connect your PDF.co account
2. Configure URL
3. Optional- Configure HTTP Username
4. Optional- Configure HTTP Password
5. Optional- Configure Rules CSV
6. Optional- Configure Case Sensitive
7. Optional- Configure PDF Password
8. Optional- Configure Inline
9. Optional- Configure Name
10. Optional- Configure Expiration
11. Optional- Configure Async
12. Optional- Configure Profiles
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 Lead Created on Vtiger CRM

Description:Emit new event when a new lead is created in VTiger CRM.

Version:0.0.1

Key:vtiger_crm-new-lead-created

View on GitHub

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.

Label	Prop	Type	Description
Vtiger CRM	`vtiger`	`app`	This component uses the Vtiger CRM app.
N/A	`db`	`$.service.db`	This component uses `$.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#

Document Classifier on PDF.co

Description:Auto classification of incoming documents. [See docs here](https://apidocs.pdf.co/01-1-document-classifier)

Version:0.0.1

Key:pdf_co-document-classifier

View on GitHub

PDF.co Overview#

PDF.co API on Pipedream opens up opportunities for automating document handling tasks. You can create PDFs from scratch, merge multiple documents, extract text or data, convert PDFs to different formats, and even perform complex operations like filling out forms programmatically. With Pipedream's serverless platform, these capabilities can be integrated into workflows that respond to events, schedule tasks, or trigger on specific conditions, streamlining processes that involve PDF manipulation.

Action Code#

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

export default {
  name: "Document Classifier",
  description: "Auto classification of incoming documents. [See docs here](https://apidocs.pdf.co/01-1-document-classifier)",
  key: "pdf_co-document-classifier",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    url: {
      propDefinition: [
        app,
        "url",
      ],
    },
    httpusername: {
      propDefinition: [
        app,
        "httpusername",
      ],
    },
    httppassword: {
      propDefinition: [
        app,
        "httppassword",
      ],
    },
    rulescsv: {
      type: "string",
      label: "Rules CSV",
      description: "Define custom classification rules in CSV format. [learn more](https://apidocs.pdf.co/01-1-document-classifier)",
      optional: true,
    },
    caseSensitive: {
      propDefinition: [
        app,
        "caseSensitive",
      ],
    },
    password: {
      propDefinition: [
        app,
        "password",
      ],
    },
    inline: {
      propDefinition: [
        app,
        "inline",
      ],
    },
    name: {
      propDefinition: [
        app,
        "name",
      ],
    },
    expiration: {
      propDefinition: [
        app,
        "expiration",
      ],
    },
    async: {
      propDefinition: [
        app,
        "async",
      ],
    },
    profiles: {
      propDefinition: [
        app,
        "profiles",
      ],
    },
  },
  async run({ $ }) {
    const payload = {
      url: this.url,
      httpusername: this.httpusername,
      httppassword: this.httppassword,
      rulescsv: this.rulescsv,
      caseSensitive: this.caseSensitive,
      inline: this.inline,
      password: this.password,
      async: this.async,
      name: this.name,
      expiration: this.expiration,
      profiles: this.profiles,
    };
    const endpoint = "/pdf/classifier";
    const response = await this.app.genericRequest(
      $,
      payload,
      endpoint,
    );
    $.export("$summary", `Successfully classified PDF from: ${this.url}`);
    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
PDF.co	`app`	`app`	This component uses the PDF.co app.
URL	`url`	`string`	URL to the source file. Supports links from Google Drive, Dropbox and from built-in PDF.co files storage.
HTTP Username	`httpusername`	`string`	HTTP auth user name if required to access source url.
HTTP Password	`httppassword`	`string`	HTTP auth password if required to access source url.
Rules CSV	`rulescsv`	`string`	Define custom classification rules in CSV format. learn more
Case Sensitive	`caseSensitive`	`boolean`	Defines if keywords in rules are case sensitive or not.
PDF Password	`password`	`string`	Password of PDF file.
Inline	`inline`	`boolean`	Must be one of: true to return data as inline or false to return link to output file (default).
Name	`name`	`string`	File name for generated output.
Expiration	`expiration`	`integer`	Output link expiration in minutes. Default is 60 (i.e. 60 minutes or 1 hour).
Async	`async`	`boolean`	Runs processing asynchronously. Returns JobId.
Profiles	`profiles`	`any`	Use this parameter to set additional configuration for fine tuning and extra options. Explore PDF.co for profile examples.

Action Authentication#

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

About PDF.co#

PDF.co is a API platform for data extraction from PDF, spreadsheets, barcodes. 300+ integrations supported.

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