Add or Update Contact with Yespo API on Person Updated (Instant) from Pipedrive API

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Person Updated (Instant) from the Pipedrive API

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Add or Update Contact with the Yespo API

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Getting Started#

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

Select this integration
Configure the Person Updated (Instant) trigger
1. Connect your Pipedrive account
Configure the Add or Update Contact action
1. Connect your Yespo account
2. Optional- Configure First Name
3. Optional- Configure Last Name
4. Configure Channels
5. Optional- Configure Region
6. Optional- Configure Town
7. Optional- Configure Address
8. Optional- Configure Postcode
9. Optional- Configure Additional Fields
10. Optional- Configure Address Book Id
11. Optional- Select a Contact Id
12. Optional- Configure External Customer Id
13. Optional- Configure Contact Key
14. Optional- Configure Language Code
15. Optional- Configure TimeZone
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#

Person Updated (Instant) on Pipedrive

Description:Emit new event when a person is updated.

Version:0.1.2

Key:pipedrive-updated-person-instant

View on GitHub

Pipedrive Overview#

Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.

Trigger Code#

import { parseData } from "../../common/utils.mjs";
import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "pipedrive-updated-person-instant",
  name: "Person Updated (Instant)",
  description: "Emit new event when a person is updated.",
  version: "0.1.2",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getExtraData() {
      return {
        event_action: "change",
        event_object: "person",
      };
    },
    getSummary(body) {
      return `Person successfully updated: ${body.data.id}`;
    },
    async parseData(body) {
      return await parseData({
        fn: this.pipedrive.getPersonCustomFields,
        body,
      });
    },
  },
  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
Pipedrive	`pipedrive`	`app`	This component uses the Pipedrive 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#

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

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

About Pipedrive#

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

Action#

Add or Update Contact on Yespo

Description:Adds a new contact or updates an existing one. [See the documentation](https://docs.yespo.io/reference/addcontact-1)

Version:0.0.1

Key:yespo-add-update-contact

View on GitHub

Yespo Overview#

The Yespo API offers a platform for personalized customer engagement through multichannel marketing automation. By integrating Yespo with Pipedream, you can create custom workflows that trigger based on customer interactions or data changes. This allows for dynamic campaign management, customer segmentation, and real-time analytics, enabling you to automate and scale personalized marketing efforts efficiently.

Action Code#

import { parseObject } from "../../common/utils.mjs";
import yespo from "../../yespo.app.mjs";

export default {
  key: "yespo-add-update-contact",
  name: "Add or Update Contact",
  description: "Adds a new contact or updates an existing one. [See the documentation](https://docs.yespo.io/reference/addcontact-1)",
  version: "0.0.1",
  type: "action",
  props: {
    yespo,
    firstName: {
      type: "string",
      label: "First Name",
      description: "Contact's first name.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Contact's last name.",
      optional: true,
    },
    channels: {
      type: "string[]",
      label: "Channels",
      description: "Channels for the contact. For example: `[ { \"device\": { \"appId\": \"83b77a49-fc28-409b-aeaa-68c9d544ab9d\", \"deviceModel\": \"iPhone\", \"os\": \"iOS\", \"locale\": \"en_UK\", \"clientVersion\": \"native\", \"appVersion\": \"1.23.45\", \"active\": true }, \"type\": \"email\", \"value\": \"pipedream@test.com\" } ]`. [See the documentation to further information](https://docs.yespo.io/reference/addcontact-1)",
    },
    addressRegion: {
      type: "string",
      label: "Region",
      description: "The address region.",
      optional: true,
    },
    addressTown: {
      type: "string",
      label: "Town",
      description: "The address city.",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "The address line.",
      optional: true,
    },
    addressPostcode: {
      type: "string",
      label: "Postcode",
      description: "Postal/ZIP code.",
      optional: true,
    },
    additionalFields: {
      type: "object",
      label: "Additional Fields",
      description: "Values of the additional fields for a contact. Keys are additional field ID.",
      optional: true,
    },
    addressBookId: {
      type: "string",
      label: "Address Book Id",
      description: "The address book unique identifier.",
      optional: true,
    },
    contactId: {
      propDefinition: [
        yespo,
        "contactId",
      ],
      optional: true,
    },
    externalCustomerId: {
      type: "string",
      label: "External Customer Id",
      description: "External contact id.",
      optional: true,
    },
    contactKey: {
      type: "string",
      label: "Contact Key",
      description: "Contact's key.",
      optional: true,
    },
    languageCode: {
      type: "string",
      label: "Language Code",
      description: "Language code for the contact.",
      optional: true,
    },
    timeZone: {
      type: "string",
      label: "TimeZone",
      description: "The contact's time zone. See [TZ database name](https://en.wikipedia.org/wiki/List_of_tz_database_time_zones).",
      optional: true,
    },
  },
  async run({ $ }) {
    const fields = [];
    if (this.additionalFields) {
      for (const [
        key,
        value,
      ] of Object.entries(this.additionalFields)) {
        fields.push({
          [key]: value,
        });
      }
    }

    const data = {
      firstName: this.firstName,
      lastName: this.lastName,
      channels: this.channels && parseObject(this.channels),
      address: {
        region: this.addressRegion,
        town: this.addressTown,
        address: this.address,
        postcode: this.addressPostcode,
      },
      addressBookId: this.addressBookId,
      contactId: this.contactId,
      externalCustomerId: this.externalCustomerId,
      contactKey: this.contactKey,
      languageCode: this.languageCode,
      timeZone: this.timeZone,
      fields,
    };

    const response = await this.yespo.addOrUpdateContact({
      $,
      data,
    });
    $.export("$summary", `Successfully added or updated the contact with Id: ${response.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
Yespo	`yespo`	`app`	This component uses the Yespo app.
First Name	`firstName`	`string`	Contact's first name.
Last Name	`lastName`	`string`	Contact's last name.
Channels	`channels`	`string[]`	Channels for the contact. For example: `[ { "device": { "appId": "83b77a49-fc28-409b-aeaa-68c9d544ab9d", "deviceModel": "iPhone", "os": "iOS", "locale": "en_UK", "clientVersion": "native", "appVersion": "1.23.45", "active": true }, "type": "email", "value": "pipedream@test.com" } ]`. See the documentation to further information
Region	`addressRegion`	`string`	The address region.
Town	`addressTown`	`string`	The address city.
Address	`address`	`string`	The address line.
Postcode	`addressPostcode`	`string`	Postal/ZIP code.
Additional Fields	`additionalFields`	`object`	Values of the additional fields for a contact. Keys are additional field ID.
Address Book Id	`addressBookId`	`string`	The address book unique identifier.
Contact Id	`contactId`	`string`	Select a value from the drop down menu.
External Customer Id	`externalCustomerId`	`string`	External contact id.
Contact Key	`contactKey`	`string`	Contact's key.
Language Code	`languageCode`	`string`	Language code for the contact.
TimeZone	`timeZone`	`string`	The contact's time zone. See TZ database name

Action Authentication#

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

About Yespo#

Yespo is a Marketing Automation Service made to embody the toughest ideas of enterprise level solutions in very clear and efficient way for everyone.

More Ways to Connect Yespo + Pipedrive#

Other Popular Integrations#

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Add or Update Contact with Yespo API on Person Updated (Instant) from Pipedrive API

Pipedream makes it easy to connect APIs for Yespo, Pipedrive and 2,700+ other apps remarkably fast.

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

Developers ♥ Pipedream

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