← Google Sheets + Salesflare integrations

Add Contact To Account with Salesflare API on New Row Added (Instant) from Google Sheets API

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New Row Added (Instant) from the Google Sheets API
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Add Contact To Account with the Salesflare API
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Getting Started

This integration creates a workflow with a Google Sheets trigger and Salesflare 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 Row Added (Instant) trigger
    1. Connect your Google Sheets account
    2. Configure Push notification renewal schedule
    3. Select a Spreadsheet
    4. Select one or more Worksheet(s)
  3. Configure the Add Contact To Account action
    1. Connect your Salesflare account
    2. Select a Account ID
    3. Select one or more Contact IDs
  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 each time a row or rows are added to the bottom of a spreadsheet.
Version:0.1.7
Key:google_sheets-new-row-added

Google Sheets Overview

The Google Sheets API allows for the creation, reading, updating, and deletion of data within Google Sheets, enabling a robust platform for spreadsheet management and data manipulation. Through Pipedream, you can craft serverless workflows that respond to various triggers, such as webhook events, emails, or scheduled times, to interact with Google Sheets. This synergy can automate reporting, synchronize data across applications, manage inventory, track leads in a CRM, or even conduct survey analysis by updating and retrieving sheet data on the fly.

Trigger Code

import httpBase from "../common/http-based/sheet.mjs";
import newRowAdded from "../common/new-row-added.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...httpBase,
  ...newRowAdded,
  key: "google_sheets-new-row-added",
  name: "New Row Added (Instant)",
  description: "Emit new event each time a row or rows are added to the bottom of a spreadsheet.",
  version: "0.1.7",
  dedupe: "unique",
  type: "source",
  props: {
    ...httpBase.props,
    ...newRowAdded.props,
  },
  methods: {
    ...httpBase.methods,
    ...newRowAdded.methods,
  },
  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
Google SheetsgoogleSheetsappThis component uses the Google Sheets app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Push notification renewal scheduletimer$.interface.timer

The Google Drive API requires occasionally renewal of push notification subscriptions. This runs in the background, so you should not need to modify this schedule.

SpreadsheetsheetIDstringSelect a value from the drop down menu.
Worksheet(s)worksheetIDsstring[]Select a value from the drop down menu.

Trigger Authentication

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

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

emailprofilehttps://www.googleapis.com/auth/drive

About Google Sheets

Use Google Sheets to create and edit online spreadsheets. Get insights together with secure sharing in real-time and from any device.

Action

Description:Adds a contact to an account [See the docs here](https://api.salesflare.com/docs#operation/postAccountsAccount_idContacts)
Version:0.0.1
Key:salesflare-add-contact-to-account

Salesflare Overview

The Salesflare API on Pipedream enables the automation of CRM tasks, enhancing customer relationship management with minimal manual effort. It provides seamless integration with Salesflare's functionalities such as managing contacts, accounts, opportunities, and tasks. By tapping into this API, you can synchronize customer data, automate follow-up reminders, or trigger personalized campaigns based on customer interactions. Essentially, it offers a bridge between Salesflare's rich CRM features and the plethora of apps supported by Pipedream, allowing for sophisticated, custom automation workflows that save time and boost efficiency.

Action Code

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

export default {
  key: "salesflare-add-contact-to-account",
  version: "0.0.1",
  type: "action",
  name: "Add Contact To Account",
  description: "Adds a contact to an account [See the docs here](https://api.salesflare.com/docs#operation/postAccountsAccount_idContacts)",
  props: {
    app,
    accountId: {
      propDefinition: [
        app,
        "accountIds",
      ],
      type: "integer",
      label: "Account ID",
      description: "Account ID",
      optional: false,
    },
    contactIds: {
      propDefinition: [
        app,
        "contactId",
      ],
      type: "integer[]",
      label: "Contact IDs",
      description: "Contact IDs",
    },
  },
  async run ({ $ }) {
    const resp = await this.app.addContactsToAccount({
      $,
      accountId: this.accountId,
      data: this.contactIds.map(( id ) => ({
        id,
      })),
    });
    $.export("$summary", "Contact(s) has been added to the account successfully.");
    return resp;
  },
};

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
SalesflareappappThis component uses the Salesflare app.
Account IDaccountIdintegerSelect a value from the drop down menu.
Contact IDscontactIdsinteger[]Select a value from the drop down menu.

Action Authentication

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

You can make an API key in "Settings" > "API keys", and click on the large orange "+" button on the bottom right of the screen to create an API key.

About Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

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