← Workamajig

Update Contact with Workamajig API

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Update Contact with the Workamajig API
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Getting Started

Create a workflow to Update Contact with the Workamajig API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Update Contact action
    1. Connect your Workamajig account
    2. Select a Company Key
    3. Select a Contact Key
    4. Optional- Configure First Name
    5. Optional- Configure Last Name
    6. Optional- Configure Title
    7. Optional- Configure Email
    8. Optional- Configure Phone
    9. Optional- Configure Comments
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Update Contact with Workamajig API on New Requests (Payload Only) from HTTP / Webhook API
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Update Contact with Workamajig API on Custom Events from Zoom API
Zoom + Workamajig
 
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Update Contact with Workamajig API on New Submission (Instant) from Jotform API
Jotform + Workamajig
 
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Update Contact with Workamajig API on New Scheduled Tasks from Pipedream API
Pipedream + Workamajig
 
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is 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.

Update Contact on Workamajig
Description:This component updates a specific contact in Workamajig. [See the documentation](https://app6.workamajig.com/platinum/?aid=common.apidocs)
Version:0.0.1
Key:workamajig-update-contact

Code

import workamajig from "../../workamajig.app.mjs";
import utils from "../../common/utils.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  key: "workamajig-update-contact",
  name: "Update Contact",
  description: "This component updates a specific contact in Workamajig. [See the documentation](https://app6.workamajig.com/platinum/?aid=common.apidocs)",
  version: "0.0.1",
  type: "action",
  props: {
    workamajig,
    companyKey: {
      propDefinition: [
        workamajig,
        "companyKey",
      ],
      description: "Company the contact belongs to",
    },
    contactKey: {
      propDefinition: [
        workamajig,
        "contactKey",
        ({ companyKey }) => ({
          companyKey,
        }),
      ],
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the contact",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the contact",
      optional: true,
    },
    title: {
      type: "string",
      label: "Title",
      description: "Title of the contact",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the contact",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the contact",
      optional: true,
    },
    comments: {
      type: "string",
      label: "Comments",
      description: "Comments for the contact",
      optional: true,
    },
  },
  async run({ $ }) {
    const { data: { contact } } = await this.workamajig.getContact({
      params: {
        contactKey: this.contactKey,
      },
      $,
    });

    if (!this.firstName && !contact.firstName) {
      throw new ConfigurationError("Must enter First Name");
    }
    if (!this.lastName && !contact.lastName) {
      throw new ConfigurationError("Must enter Last Name");
    }

    const response = await this.workamajig.updateContact({
      data: utils.cleanObject({
        contactKey: this.contactKey,
        firstName: this.firstName || contact.firstName,
        lastName: this.lastName || contact.lastName,
        title: this.title,
        email: this.email,
        phone1: this.phone,
        comments: this.comments,
      }),
      $,
    });
    $.export("$summary", `Successfully updated contact with key: ${this.contactKey}`);
    return response;
  },
};

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
WorkamajigworkamajigappThis component uses the Workamajig app.
Company KeycompanyKeystringSelect a value from the drop down menu.
Contact KeycontactKeystringSelect a value from the drop down menu.
First NamefirstNamestring

First name of the contact

Last NamelastNamestring

Last name of the contact

Titletitlestring

Title of the contact

Emailemailstring

Email address of the contact

Phonephonestring

Phone number of the contact

Commentscommentsstring

Comments for the contact

Authentication

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

Getting the API Access and User Tokens depends on the Workamajig edition. Please consult the documentation for more info.

About Workamajig

Marketing project management software designed just for creative teams.

More Ways to Use Workamajig

Triggers

New Activity from the Workamajig API

Emit new event when a new open activity is created in Workamajig. Note: Completed activities/conversations are not retrieved by the Workamajig API.

 
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New Company from the Workamajig API

Emit new event when a new company is created in Workamajig

 
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Updated Opportunity from the Workamajig API

Emit new event when an opportunity is updated.

 
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Actions

Create a Company with the Workamajig API

Creates a new company in Workamajig. See the documentation

 
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Create Activity with the Workamajig API

Initiates the creation of a fresh activity in Workamajig. See the documentation

 
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