Add Contact with Salesmate API on New or Modified Records from Airtable API

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Trigger workflow on

New or Modified Records from the Airtable API

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Add Contact with the Salesmate API

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Getting Started#

This integration creates a workflow with a Airtable trigger and Salesmate 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 Records trigger
1. Connect your Airtable account
2. Configure timer
3. Select a Base
4. Select a Table
5. Optional- Select one or more Field IDs
6. Optional- Configure Return Fields By Field ID
Configure the Add Contact action
1. Connect your Salesmate account
2. Optional- Configure First Name
3. Configure Last Name
4. Select a Owner
5. Optional- Configure Mobile
6. Optional- Select a Company
7. Optional- Configure Email
8. Optional- Configure Website
9. Optional- Configure Google Plus Handle
10. Optional- Configure LinkedIn Handle
11. Optional- Configure Phone
12. Optional- Configure Other Phone
13. Optional- Configure Skype Id
14. Optional- Configure Facebook Handle
15. Optional- Configure Twitter Handle
16. Optional- Select a Currency
17. Optional- Configure Designation
18. Optional- Configure Billing Address Line 1
19. Optional- Configure Billing Address Line 2
20. Optional- Configure Billing City
21. Optional- Configure Billing Zip Code
22. Optional- Configure Billing State
23. Optional- Configure Billing Country
24. Optional- Configure Description
25. Optional- Select one or more Tags
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 Records on Airtable

Description:Emit new event for each new or modified record in a table

Version:0.0.9

Key:airtable_oauth-new-or-modified-records

View on GitHub

Airtable Overview#

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Trigger Code#

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

export default {
  ...base,
  name: "New or Modified Records",
  key: "airtable_oauth-new-or-modified-records",
  description: "Emit new event for each new or modified record in a table",
  version: "0.0.9",
  type: "source",
  props: {
    ...base.props,
    tableId: {
      propDefinition: [
        base.props.airtable,
        "tableId",
        ({ baseId }) => ({
          baseId,
        }),
      ],
      description: "The table ID to watch for changes.",
    },
    fieldIds: {
      propDefinition: [
        base.props.airtable,
        "sortFieldId",
        ({
          baseId, tableId,
        }) => ({
          baseId,
          tableId,
        }),
      ],
      type: "string[]",
      label: "Field IDs",
      description: "Identifiers of spedific fields/columns to watch for updates",
      withLabel: true,
    },
    returnFieldsByFieldId: {
      propDefinition: [
        base.props.airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  methods: {
    ...base.methods,
    _getFieldValues() {
      return this.db.get("fieldValues") || {};
    },
    _setFieldValues(fieldValues) {
      this.db.set("fieldValues", fieldValues);
    },
    updateFieldValues(newFieldValues, record) {
      const fieldKey = this.returnFieldsByFieldId
        ? "value"
        : "label";
      for (const fieldId of this.fieldIds) {
        newFieldValues[record.id] = {
          ...newFieldValues[record.id],
          [fieldId.value]: record.fields[fieldId[fieldKey]] || null,
        };
      }
      return newFieldValues;
    },
    isUpdated(fieldValues, fieldIds, record) {
      const fieldKey = this.returnFieldsByFieldId
        ? "value"
        : "label";
      for (const fieldId of fieldIds) {
        if (!record.fields[fieldId[fieldKey]]) {
          record.fields[fieldId[fieldKey]] = null;
        }
        if (fieldValues[record.id]
          && fieldValues[record.id][fieldId.value] !== undefined
          && record.fields[fieldId[fieldKey]] !== fieldValues[record.id][fieldId.value]
        ) {
          return true;
        }
      }
      return false;
    },
  },
  async run(event) {
    const {
      baseId,
      tableId,
      viewId,
    } = this;

    const lastTimestamp = this._getLastTimestamp();
    const fieldValues = this._getFieldValues();
    const isFirstRunWithFields = this.fieldIds && Object.keys(fieldValues).length === 0;
    const params = {
      returnFieldsByFieldId: this.returnFieldsByFieldId || false,
    };
    if (!isFirstRunWithFields) {
      params.filterByFormula = `LAST_MODIFIED_TIME() > "${lastTimestamp}"`;
    }

    const records = await this.airtable.listRecords({
      baseId,
      tableId,
      params,
    });

    if (!records.length) {
      console.log("No new or modified records.");
      return;
    }

    const metadata = {
      baseId,
      tableId,
      viewId,
    };

    let newRecords = 0, modifiedRecords = 0;
    let newFieldValues = {
      ...fieldValues,
    };
    for (const record of records) {
      if (this.fieldIds) {
        newFieldValues = this.updateFieldValues(newFieldValues, record);
      }
      if (!lastTimestamp || moment(record.createdTime) > moment(lastTimestamp)) {
        record.type = "new_record";
        newRecords++;
      } else {
        if (this.fieldIds
          && (!this.isUpdated(fieldValues, this.fieldIds, record) || isFirstRunWithFields)
        ) {
          continue;
        }
        record.type = "record_modified";
        modifiedRecords++;
      }

      record.metadata = metadata;

      this.$emit(record, {
        summary: `${record.type}: ${JSON.stringify(record.fields)}`,
        id: record.id,
        ts: Date.now(),
      });
    }
    this._setFieldValues(newFieldValues);
    console.log(`Emitted ${newRecords} new records(s) and ${modifiedRecords} modified record(s).`);

    // We keep track of the timestamp of the current invocation
    this.updateLastTimestamp(event);
  },
  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
Airtable	`airtable`	`app`	This component uses the Airtable app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Base	`baseId`	`string`	Select a value from the drop down menu.
Table	`tableId`	`string`	Select a value from the drop down menu.
Field IDs	`fieldIds`	`string[]`	Select a value from the drop down menu.
Return Fields By Field ID	`returnFieldsByFieldId`	`boolean`	An optional boolean value that lets you return field objects where the key is the field id. This defaults to `false`, which returns field objects where the key is the field name.

Trigger Authentication#

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

About Airtable#

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

Action#

Add Contact on Salesmate

Description:This API is used to add a contact. [See docs here](https://apidocs.salesmate.io/#b768facc-930f-4f93-b9a7-a26a0875b6b0)

Version:0.0.1

Key:salesmate-add-contact

View on GitHub

Salesmate Overview#

The Salesmate API enables automation of CRM-related tasks within the Salesmate platform. By leveraging this API on Pipedream, you can craft serverless workflows that interact with Salesmate data, such as contacts, deals, and activities. This allows for seamless integration of Salesmate with other services to enhance sales processes, enable real-time data updates, and trigger custom actions based on specific events within your CRM.

Action Code#

import { defineAction } from "@pipedream/types";
import salesmate from "../../app/salesmate.app.mjs";
export default defineAction({
    name: "Add Contact",
    version: "0.0.1",
    key: "salesmate-add-contact",
    description: "This API is used to add a contact. [See docs here](https://apidocs.salesmate.io/#b768facc-930f-4f93-b9a7-a26a0875b6b0)",
    type: "action",
    props: {
        salesmate,
        firstName: {
            propDefinition: [
                salesmate,
                "firstName",
            ],
            optional: true,
        },
        lastName: {
            propDefinition: [
                salesmate,
                "lastName",
            ],
        },
        owner: {
            propDefinition: [
                salesmate,
                "owner",
            ],
        },
        mobile: {
            propDefinition: [
                salesmate,
                "mobile",
            ],
            optional: true,
        },
        company: {
            propDefinition: [
                salesmate,
                "company",
            ],
            optional: true,
        },
        email: {
            propDefinition: [
                salesmate,
                "email",
            ],
            optional: true,
        },
        website: {
            propDefinition: [
                salesmate,
                "website",
            ],
            optional: true,
        },
        googlePlusHandle: {
            propDefinition: [
                salesmate,
                "googlePlusHandle",
            ],
            optional: true,
        },
        linkedInHandle: {
            propDefinition: [
                salesmate,
                "linkedInHandle",
            ],
            optional: true,
        },
        phone: {
            propDefinition: [
                salesmate,
                "phone",
            ],
            optional: true,
        },
        otherPhone: {
            propDefinition: [
                salesmate,
                "otherPhone",
            ],
            optional: true,
        },
        skypeId: {
            propDefinition: [
                salesmate,
                "skypeId",
            ],
            optional: true,
        },
        facebookHandle: {
            propDefinition: [
                salesmate,
                "facebookHandle",
            ],
            optional: true,
        },
        twitterHandle: {
            propDefinition: [
                salesmate,
                "twitterHandle",
            ],
            optional: true,
        },
        currency: {
            propDefinition: [
                salesmate,
                "currency",
            ],
            optional: true,
        },
        designation: {
            propDefinition: [
                salesmate,
                "designation",
            ],
            optional: true,
        },
        billingAddressLine1: {
            propDefinition: [
                salesmate,
                "billingAddressLine1",
            ],
            optional: true,
        },
        billingAddressLine2: {
            propDefinition: [
                salesmate,
                "billingAddressLine2",
            ],
            optional: true,
        },
        billingCity: {
            propDefinition: [
                salesmate,
                "billingCity",
            ],
            optional: true,
        },
        billingZipCode: {
            propDefinition: [
                salesmate,
                "billingZipCode",
            ],
            optional: true,
        },
        billingState: {
            propDefinition: [
                salesmate,
                "billingState",
            ],
            optional: true,
        },
        billingCountry: {
            propDefinition: [
                salesmate,
                "billingCountry",
            ],
            optional: true,
        },
        description: {
            propDefinition: [
                salesmate,
                "contactDescription",
            ],
            optional: true,
        },
        tags: {
            propDefinition: [
                salesmate,
                "tags",
            ],
            optional: true,
        },
    },
    async run({ $ }) {
        const { salesmate, ...data } = this;
        data.tags = data.tags?.toString();
        const response = await salesmate.addContact({
            $,
            data,
        });
        $.export("$summary", `Contact successfuly created with id: ${response.Data.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
Salesmate	`salesmate`	`app`	This component uses the Salesmate app.
First Name	`firstName`	`string`	First name of the contact.
Last Name	`lastName`	`string`	Last name of the contact.
Owner	`owner`	`integer`	Select a value from the drop down menu.
Mobile	`mobile`	`string`	Mobile number of the contact.
Company	`company`	`integer`	Select a value from the drop down menu.
Email	`email`	`string`	Email of the contact.
Website	`website`	`string`	Website of the contact.
Google Plus Handle	`googlePlusHandle`	`string`	Contact's Google Plus profile link.
LinkedIn Handle	`linkedInHandle`	`string`	Contact's LinkedIn profile link.
Phone	`phone`	`string`	Phone number 1 of the contact.
Other Phone	`otherPhone`	`string`	Phone number 2 of the contact.
Skype Id	`skypeId`	`string`	Contact's Skype ID.
Facebook Handle	`facebookHandle`	`string`	Contact's Facebook link.
Twitter Handle	`twitterHandle`	`string`	Contact's Twitter link.
Currency	`currency`	`string`	Select a value from the drop down menu.
Designation	`designation`	`string`	Contact's designation.
Billing Address Line 1	`billingAddressLine1`	`string`	Line one of the billing address of the contact.
Billing Address Line 2	`billingAddressLine2`	`string`	Line two of the billing address of the contact.
Billing City	`billingCity`	`string`	City name of contact's address for billing purposes.
Billing Zip Code	`billingZipCode`	`string`	Zip code of the billing City.
Billing State	`billingState`	`string`	State name of contact's address for billing purposes.
Billing Country	`billingCountry`	`string`	Country name of contact's address for billing purposes.
Description	`description`	`string`	Description about the contact. It contains an arbitrary string attached to the contact object.
Tags	`tags`	`string[]`	Select a value from the drop down menu.

Action Authentication#

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

To connect Pipedream to your Salesmate account,

First, retrieve your Access Keys:

Navigate to your Salesmate account and sign in
Click the User dropdown on the top right
Go to “My Account” > “Access Key”

Copy and paste the x-linkname below, which is the hostname from your Salesmate dashboard URL. For example, this might be something like demo.salesmate.io.

Finally, paste the domain (if your Salesmate dashboard is demo.salesmate.io, your domain is demo).

About Salesmate#

CRM & Unified Customer Platform for Growing Teams.

More Ways to Connect Salesmate + Airtable#

Other Popular Integrations#

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Add Contact with Salesmate API on New or Modified Records from Airtable API

Pipedream makes it easy to connect APIs for Salesmate, Airtable and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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