Add or update a single record with Data Stores API on New Deal Closed from OnePageCRM API

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Trigger workflow on

New Deal Closed from the OnePageCRM API

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Add or update a single record with the Data Stores API

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Getting Started#

This integration creates a workflow with a OnePageCRM trigger and Data Stores action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Deal Closed trigger
1. Connect your OnePageCRM account
2. Configure Polling interval
Configure the Add or update a single record action
1. Connect your Data Stores account
2. Configure Data Store
3. Select a Key
4. Configure Value
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 Deal Closed on OnePageCRM

Description:Emit new event when a deal is successfully closed in the CRM.

Version:0.0.1

Key:onepagecrm-new-deal-closed

View on GitHub

OnePageCRM Overview#

The OnePageCRM API enables interaction with your OnePageCRM account, automating your contact and sales management. With it, you can create, update, and delete contacts, deals, and notes, or trigger actions based on sales activities. When combined with Pipedream's serverless platform, this API allows you to connect OnePageCRM with hundreds of other apps to streamline your sales process, enhance lead generation, and improve follow-ups.

Trigger Code#

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

export default {
  ...common,
  key: "onepagecrm-new-deal-closed",
  name: "New Deal Closed",
  description: "Emit new event when a deal is successfully closed in the CRM.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getField() {
      return "deal";
    },
    getFilterField() {
      return "close_date";
    },
    getFunction() {
      return this.onepagecrm.listDeals;
    },
    getParams() {
      return {
        status: "closed",
        sort_by: "close_date",
        order: "desc",
      };
    },
    getSummary(item) {
      return `A new deal with ID: ${item.id} was successfully closed!`;
    },
  },
  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
OnePageCRM	`onepagecrm`	`app`	This component uses the OnePageCRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the OnePageCRM on this schedule

Trigger Authentication#

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

To retrieve your User ID and API Key,

Navigate to your Onepage account and sign in
Click the User menu on the top right
Go to “Apps and Integrations” > “Utilities” > “API”
Open the “Configuration” tab

About OnePageCRM#

#1 action-focused CRM software for small business. We help bring action and focus to the chaotic world of sales.

Action#

Add or update a single record on Data Stores

Description:Add or update a single record in your [Pipedream Data Store](https://pipedream.com/data-stores/).

Version:0.0.9

Key:data_stores-add-update-record

View on GitHub

Data Stores Overview#

Data Stores are a key-value store that allow you to persist state and share data across workflows. You can perform CRUD operations, enabling dynamic data management within your serverless architecture. Use it to save results from API calls, user inputs, or interim data; then read, update, or enrich this data in subsequent steps or workflows. Data Stores simplify stateful logic and cross-workflow communication, making them ideal for tracking process statuses, aggregating metrics, or serving as a simple configuration store.

Action Code#

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

export default {
  key: "data_stores-add-update-record",
  name: "Add or update a single record",
  description: "Add or update a single record in your [Pipedream Data Store](https://pipedream.com/data-stores/).",
  version: "0.0.9",
  type: "action",
  props: {
    app,
    dataStore: {
      propDefinition: [
        app,
        "dataStore",
      ],
    },
    key: {
      propDefinition: [
        app,
        "key",
        ({ dataStore }) => ({
          dataStore,
        }),
      ],
      description: "Enter a key for the record you'd like to create or select an existing key to update.",
    },
    value: {
      propDefinition: [
        app,
        "value",
      ],
    },
  },
  async run({ $ }) {
    const {
      key,
      value,
    } = this;
    const exists = await this.dataStore.has(key);
    const parsedValue = this.app.parseValue(value);
    await this.dataStore.set(key, parsedValue);
    // eslint-disable-next-line multiline-ternary
    $.export("$summary", `Successfully ${exists ? "updated the record for" : "added a new record with the"} key, \`${key}\`.`);
    return {
      key,
      value: parsedValue,
    };
  },
};

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
Data Stores	`app`	`app`	This component uses the Data Stores app.
Data Store	`dataStore`	`data_store`	Select an existing Data Store or create a new one.
Key	`key`	`string`	Select a value from the drop down menu.
Value	`value`	`any`	Enter a string, object, or array.