Add Deal with Salesmate API on New Item in Feed from RSS API

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Trigger workflow on

New Item in Feed from the RSS API

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Add Deal with the Salesmate API

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Getting Started#

This integration creates a workflow with a RSS 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 Item in Feed trigger
1. Connect your RSS account
2. Configure timer
3. Configure Feed URL
4. Configure Published After
Configure the Add Deal action
1. Connect your Salesmate account
2. Configure Title
3. Select a Primary Contact
4. Select a Owner
5. Select a Pipeline
6. Select a Status
7. Select a Stage
8. Optional- Select a Primary Company
9. Optional- Select a Source
10. Optional- Configure Estimated Close Date
11. Optional- Configure Deal Value
12. Optional- Select a Currency
13. Optional- Select a Priority
14. Optional- Configure Description
15. Optional- Select one or more Tags
16. Optional- Select one or more Followers (contacts)
17. Optional- Select one or more Followers (users)
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 Item in Feed on RSS

Description:Emit new items from an RSS feed

Version:1.2.6

Key:rss-new-item-in-feed

View on GitHub

RSS Overview#

The RSS app allows users to automatically fetch and parse updates from web feeds. This functionality is pivotal for staying abreast of content changes or updates from websites, blogs, and news outlets that offer RSS feeds. With Pipedream, you can harness the RSS API to trigger workflows that enable a broad range of automations, like content aggregation, monitoring for specific keywords, notifications, and data synchronization across platforms.

Trigger Code#

import rss from "../../app/rss.app.mjs";
import { defineSource } from "@pipedream/types";
import rssCommon from "../common/common.mjs";
export default defineSource({
    ...rssCommon,
    key: "rss-new-item-in-feed",
    name: "New Item in Feed",
    description: "Emit new items from an RSS feed",
    version: "1.2.6",
    type: "source",
    dedupe: "unique",
    props: {
        ...rssCommon.props,
        url: {
            propDefinition: [
                rss,
                "url",
            ],
        },
        publishedAfter: {
            type: "string",
            label: "Published After",
            description: "Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`",
            default: new Date(Date.now() - 24 * 60 * 60 * 1000).toISOString(), // default to one day ago
        },
    },
    hooks: {
        async activate() {
            // Try to parse the feed one time to confirm we can fetch and parse.
            // The code will throw any errors to the user.
            await this.rss.fetchAndParseFeed(this.url);
        },
    },
    methods: {
        ...rssCommon.methods,
        generateMeta: function (item) {
            return {
                id: this.rss.itemKey(item),
                summary: item.title,
                ts: Date.now(),
            };
        },
    },
    async run() {
        const items = await this.rss.fetchAndParseFeed(this.url);
        for (const item of items.reverse()) {
            const publishedAfter = +new Date(this.publishedAfter);
            const ts = this.rss.itemTs(item);
            if (Number.isNaN(publishedAfter) || publishedAfter > ts) {
                continue;
            }
            const meta = this.generateMeta(item);
            this.$emit(item, meta);
        }
    },
});

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
RSS	`rss`	`app`	This component uses the RSS app.
	`timer`	`$.interface.timer`	How often you want to poll the feed for new items
Feed URL	`url`	`string`	Enter the URL for any public RSS feed
Published After	`publishedAfter`	`string`	Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`

Trigger Authentication#

The RSS API does not require authentication.

About RSS#

Real Simple Syndication

Action#

Add Deal on Salesmate

Description:This API is used to add a deal. [See docs here](https://apidocs.salesmate.io/#fc738a12-8757-46aa-8625-3379fa205377)

Version:0.0.1

Key:salesmate-add-deal

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 Deal",
    version: "0.0.1",
    key: "salesmate-add-deal",
    description: "This API is used to add a deal. [See docs here](https://apidocs.salesmate.io/#fc738a12-8757-46aa-8625-3379fa205377)",
    type: "action",
    props: {
        salesmate,
        title: {
            label: "Title",
            description: "Title for the deal.",
            type: "string",
        },
        primaryContact: {
            propDefinition: [
                salesmate,
                "contactId",
            ],
            label: "Primary Contact",
            description: "Primary contact for the deal. User can select it from pre-defined contacts or add a quick contact.",
        },
        owner: {
            propDefinition: [
                salesmate,
                "owner",
            ],
            description: "Owner of the deal.",
        },
        pipeline: {
            propDefinition: [
                salesmate,
                "pipelineId",
            ],
        },
        status: {
            propDefinition: [
                salesmate,
                "status",
            ],
        },
        stage: {
            propDefinition: [
                salesmate,
                "stage",
                (c) => ({
                    pipeline: c.pipeline,
                }),
            ],
        },
        primaryCompany: {
            propDefinition: [
                salesmate,
                "company",
            ],
            label: "Primary Company",
            description: "Primary Company for the deal. User can select it from pre-defined companies or add a quick company.",
            optional: true,
        },
        source: {
            propDefinition: [
                salesmate,
                "source",
            ],
            optional: true,
        },
        estimatedCloseDate: {
            label: "Estimated Close Date",
            description: "User can select estimated close date for the deal.",
            type: "string",
            optional: true,
        },
        dealValue: {
            label: "Deal Value",
            description: "This field contains value of the deal.",
            type: "string",
            optional: true,
        },
        currency: {
            propDefinition: [
                salesmate,
                "currency",
            ],
            optional: true,
        },
        priority: {
            propDefinition: [
                salesmate,
                "priority",
            ],
            optional: true,
        },
        dealDescription: {
            propDefinition: [
                salesmate,
                "contactDescription",
            ],
            description: "This field contains details related to the deal. It has an arbitrary string attached to the deal object.",
            optional: true,
        },
        tags: {
            propDefinition: [
                salesmate,
                "tags",
            ],
            description: "This field contains tags associated with a deal.",
            optional: true,
        },
        contactFollowers: {
            propDefinition: [
                salesmate,
                "contactId",
            ],
            label: "Followers (contacts)",
            description: "Array of the followers of particular deal. Every follower has some more attributes like isOwner if the follower is owner or not. follower's id, name, email address, type, photo, image path and can view the deal status.",
            type: "string[]",
            optional: true,
        },
        userFollowers: {
            propDefinition: [
                salesmate,
                "owner",
            ],
            label: "Followers (users)",
            description: "Array of the followers of particular deal. Every follower has some more attributes like isOwner if the follower is owner or not. follower's id, name, email address, type, photo, image path and can view the deal status.",
            type: "string[]",
            optional: true,
        },
    },
    async run({ $ }) {
        const { salesmate, tags, contactFollowers, userFollowers, dealDescription, ...data } = this;
        const followers = [];
        if (contactFollowers?.length) {
            followers.push(...contactFollowers.map((contact) => ({
                contactId: contact,
            })));
        }
        if (userFollowers?.length) {
            followers.push(...userFollowers.map((user) => ({
                userId: user,
            })));
        }
        const response = await salesmate.addDeal({
            $,
            data: {
                ...data,
                description: dealDescription,
                tags: tags?.toString(),
                followers,
            },
        });
        $.export("$summary", `Deal 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.
Title	`title`	`string`	Title for the deal.
Primary Contact	`primaryContact`	`integer`	Select a value from the drop down menu.
Owner	`owner`	`integer`	Select a value from the drop down menu.
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Status	`status`	`string`	Select a value from the drop down menu.
Stage	`stage`	`string`	Select a value from the drop down menu.
Primary Company	`primaryCompany`	`integer`	Select a value from the drop down menu.
Source	`source`	`string`	Select a value from the drop down menu.
Estimated Close Date	`estimatedCloseDate`	`string`	User can select estimated close date for the deal.
Deal Value	`dealValue`	`string`	This field contains value of the deal.
Currency	`currency`	`string`	Select a value from the drop down menu.
Priority	`priority`	`string`	Select a value from the drop down menu.
Description	`dealDescription`	`string`	This field contains details related to the deal. It has an arbitrary string attached to the deal object.
Tags	`tags`	`string[]`	Select a value from the drop down menu.
Followers (contacts)	`contactFollowers`	`string[]`	Select a value from the drop down menu.
Followers (users)	`userFollowers`	`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).