Add File Sharing Preference with Google Drive API on New Lead from Close API

Pipedream makes it easy to connect APIs for Google Drive, Close and 2,000+ other apps remarkably fast.

Trigger workflow on

New Lead from the Close API

Next, do this

Add File Sharing Preference with the Google Drive API

No credit card required

▶

Watch us build a workflow

4 min

Watch now ➜

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Close trigger and Google Drive 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 trigger
1. Connect your Close account
Configure the Add File Sharing Preference action
1. Connect your Google Drive account
2. Optional- Select a Drive
3. Select a File or Folder
4. Optional- Select a Role
5. Optional- Select a Type
6. Optional- Configure Domain
7. Optional- Configure Email Address
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 on Close

Description:Emit new event when a new Lead is created

Version:0.1.0

Key:close-new-lead

View on GitHub

Close Overview#

The Close API provides access to a robust CRM platform, enabling users to automate sales processes, manage leads, and track communication history. Harnessing the Close API within Pipedream's ecosystem allows for the creation of custom, serverless workflows that can react in real-time to events, synchronize data across apps, and streamline sales operations. By leveraging Pipedream's capabilities, you can trigger actions based on Close events, manipulate Close data, and integrate with countless other services to amplify your CRM's functionality.

Trigger Code#

import common from "../common.mjs";

export default {
  ...common,
  key: "close-new-lead",
  name: "New Lead",
  description: "Emit new event when a new Lead is created",
  version: "0.1.0",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEvents() {
      return [
        {
          object_type: "lead",
          action: "created",
        },
      ];
    },
  },
};

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
Close	`close`	`app`	This component uses the Close app.
N/A	`http`	`$.interface.http`	This component uses `$.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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

API keys are per-organization and can be generated and deleted in the Settings page.

About Close#

Inside Sales Software CRM with Calling & Emailing

Action#

Add File Sharing Preference on Google Drive

Description:Add a [sharing](https://support.google.com/drive/answer/7166529) permission to the sharing preferences of a file or folder and provide a sharing URL. [See the docs](https://developers.google.com/drive/api/v3/reference/permissions/create) for more information

Version:0.1.2

Key:google_drive-add-file-sharing-preference

View on GitHub

Google Drive Overview#

The Google Drive API on Pipedream allows you to automate various file management tasks, such as creating, reading, updating, and deleting files within your Google Drive. You can also share files, manage permissions, and monitor changes to files and folders. This opens up possibilities for creating workflows that seamlessly integrate with other apps and services, streamlining document handling, backup processes, and collaborative workflows.

Action Code#

import googleDrive from "../../google_drive.app.mjs";

/**
 * Uses Google Drive API to create a permission for a file. The role granted by
 * the permission is one of `owner`,`organizer`,`fileOrganizer`,
 * `writer`,`commenter`, `reader`. See the [Google Drive API Reference for
 * Permissions](https://bit.ly/2XKKG1X) for more information.
 */
export default {
  key: "google_drive-add-file-sharing-preference",
  name: "Add File Sharing Preference",
  description:
    "Add a [sharing](https://support.google.com/drive/answer/7166529) permission to the sharing preferences of a file or folder and provide a sharing URL. [See the docs](https://developers.google.com/drive/api/v3/reference/permissions/create) for more information",
  version: "0.1.2",
  type: "action",
  props: {
    googleDrive,
    drive: {
      propDefinition: [
        googleDrive,
        "watchedDrive",
      ],
      optional: true,
    },
    fileOrFolderId: {
      propDefinition: [
        googleDrive,
        "fileOrFolderId",
        (c) => ({
          drive: c.drive,
        }),
      ],
      optional: false,
      description: "The file or folder to share",
    },
    role: {
      propDefinition: [
        googleDrive,
        "role",
      ],
    },
    type: {
      propDefinition: [
        googleDrive,
        "type",
      ],
    },
    domain: {
      propDefinition: [
        googleDrive,
        "domain",
      ],
    },
    emailAddress: {
      propDefinition: [
        googleDrive,
        "emailAddress",
      ],
    },
  },
  async run({ $ }) {
    const {
      fileOrFolderId,
      role,
      type,
      domain,
      emailAddress,
    } = this;
    // Create the permission for the file
    await this.googleDrive.createPermission(fileOrFolderId, {
      role,
      type,
      domain,
      emailAddress,
    });

    // Get the file to get the `webViewLink` sharing URL
    const resp = await this.googleDrive.getFile(this.fileOrFolderId);
    const webViewLink = resp.webViewLink;
    $.export("$summary", `Successfully added a sharing permission to the file, "${resp.name}"`);
    return webViewLink;
  },
};

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
Google Drive	`googleDrive`	`app`	This component uses the Google Drive app.
Drive	`drive`	`string`	Select a value from the drop down menu.
File or Folder	`fileOrFolderId`	`string`	Select a value from the drop down menu.
Role	`role`	`string`	Select a value from the drop down menu:`ownerorganizerfileOrganizerwritercommenterreader`
Type	`type`	`string`	Select a value from the drop down menu:`usergroupdomainanyone`
Domain	`domain`	`string`	The domain of the G Suite organization to which this permission refers if Type is `domain` (e.g., `yourcomapany.com`)
Email Address	`emailAddress`	`string`	The email address of the user or group to which this permission refers if Type is `user` or `group`

Action Authentication#

Google Drive uses OAuth authentication. When you connect your Google Drive account, Pipedream will open a popup window where you can sign into Google Drive 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 Drive API.

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

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

About Google Drive#

Google Drive is a file storage and synchronization service which allows you to create and share your work online, and access your documents from anywhere.

More Ways to Connect Google Drive + Close#

Other Popular Integrations#

Create Lead with Close API on Changes to Specific Files (Shared Drive) from Google Drive API

Google Drive + Close

Add File Sharing Preference with Google Drive API on New Lead from Close API

Pipedream makes it easy to connect APIs for Google Drive, Close and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

1-24of2,000+apps by most popular

1
-
24
of
2,000+
apps by most popular