Add Single Row with Google Sheets API on New Opportunity from Satuit API

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New Opportunity from the Satuit API

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Add Single Row with the Google Sheets API

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Getting Started#

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

Select this integration
Configure the New Opportunity trigger
1. Connect your Satuit account
2. Configure Polling Schedule
Configure the Add Single Row action
1. Connect your Google Sheets account
2. Optional- Select a Drive
3. Select a Spreadsheet
4. Select one or more Worksheet(s)
5. Configure Does the first row of the sheet have headers?
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 Opportunity on Satuit

Description:Emit new event when a new opportunity is created in Satuit. [See the documentation](https://satuittechnologies.zendesk.com/hc/en-us/articles/360055725213-Satuit-REST-API-Postman-Documentation)

Version:0.0.1

Key:satuit-new-opportunity

View on GitHub

Satuit Overview#

The Satuit API enables seamless integration of asset management and CRM functionalities into various business processes. With it, you can automate tasks such as data synchronization, report generation, and client management. Pipedream, with its serverless execution model, allows you to connect Satuit to hundreds of other apps to create powerful workflows without managing any infrastructure. You could, for instance, trigger a workflow with a new database entry, process the data within Pipedream, and then use the Satuit API to update customer records or create tasks for follow-ups.

Trigger Code#

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

export default {
  ...common,
  key: "satuit-new-opportunity",
  name: "New Opportunity",
  description: "Emit new event when a new opportunity is created in Satuit. [See the documentation](https://satuittechnologies.zendesk.com/hc/en-us/articles/360055725213-Satuit-REST-API-Postman-Documentation)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getFieldId() {
      return "pproduct.iprodkey";
    },
    getResourceName() {
      return "Result";
    },
    getResourcesFn() {
      return this.app.getOpportunity;
    },
    getResourcesFnArgs() {
      return {
        params: {
          pagesize: constants.DEFAULT_LIMIT,
          orderby: encodeURIComponent(
            JSON.stringify({
              [this.getFieldId()]: "desc",
            }),
          ),
        },
      };
    },
    generateMeta(resource) {
      const {
        [this.getFieldId()]: id,
        ["pproduct.dcreated"]: createdAt,
      } = resource;
      return {
        id,
        summary: `New Opportunity: ${id}`,
        ts: Date.parse(createdAt),
      };
    },
  },
};

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
Satuit	`app`	`app`	This component uses the Satuit app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling Schedule	`timer`	`$.interface.timer`	How often to poll the API

Trigger Authentication#

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

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

About Satuit#

SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds, and Alternative Investments.

Action#

Add Single Row on Google Sheets

Description:Add a single row of data to Google Sheets. [See the documentation](https://developers.google.com/sheets/api/reference/rest/v4/spreadsheets.values/append)

Version:2.1.11

Key:google_sheets-add-single-row

View on GitHub

Google Sheets Overview#

The Google Sheets API allows for the creation, reading, updating, and deletion of data within Google Sheets, enabling a robust platform for spreadsheet management and data manipulation. Through Pipedream, you can craft serverless workflows that respond to various triggers, such as webhook events, emails, or scheduled times, to interact with Google Sheets. This synergy can automate reporting, synchronize data across applications, manage inventory, track leads in a CRM, or even conduct survey analysis by updating and retrieving sheet data on the fly.

Action Code#

import common from "../common/worksheet.mjs";
import { ConfigurationError } from "@pipedream/platform";
import { parseArray } from "../../common/utils.mjs";
import { isDynamicExpression } from "../common/worksheet.mjs";

const { googleSheets } = common.props;

export default {
  ...common,
  key: "google_sheets-add-single-row",
  name: "Add Single Row",
  description: "Add a single row of data to Google Sheets. [See the documentation](https://developers.google.com/sheets/api/reference/rest/v4/spreadsheets.values/append)",
  version: "2.1.11",
  type: "action",
  props: {
    googleSheets,
    drive: {
      propDefinition: [
        googleSheets,
        "watchedDrive",
      ],
    },
    sheetId: {
      propDefinition: [
        googleSheets,
        "sheetID",
        (c) => ({
          driveId: googleSheets.methods.getDriveId(c.drive),
        }),
      ],
      reloadProps: true,
    },
    worksheetId: {
      propDefinition: [
        googleSheets,
        "worksheetIDs",
        (c) => ({
          sheetId: c.sheetId?.value || c.sheetId,
        }),
      ],
      description: "Select a worksheet or enter a custom expression. When referencing a spreadsheet dynamically, you must provide a custom expression for the worksheet.",
      async options({ sheetId }) {
        // If sheetId is a dynamic reference, don't load options
        if (isDynamicExpression(sheetId)) {
          return [];
        }

        // Otherwise, call the original options function with the correct context
        const origOptions = googleSheets.propDefinitions.worksheetIDs.options;
        return origOptions.call(this, {
          sheetId,
        });
      },
      reloadProps: true,
    },
    hasHeaders: common.props.hasHeaders,
  },
  async additionalProps() {
    const {
      sheetId,
      worksheetId,
      hasHeaders,
    } = this;

    // If using dynamic expressions for either sheetId or worksheetId, return only array input
    if (isDynamicExpression(sheetId) || isDynamicExpression(worksheetId)) {
      return {
        myColumnData: {
          type: "string[]",
          label: "Values",
          description: "Provide a value for each cell of the row. Google Sheets accepts strings, numbers and boolean values for each cell. To set a cell to an empty value, pass an empty string.",
        },
      };
    }

    const props = {};
    if (hasHeaders) {
      try {
        const worksheet = await this.getWorksheetById(sheetId, worksheetId);
        const { values } = await this.googleSheets.getSpreadsheetValues(sheetId, `${worksheet?.properties?.title}!1:1`);

        if (!values?.[0]?.length) {
          throw new ConfigurationError("Could not find a header row. Please either add headers and click \"Refresh fields\" or set 'Does the first row of the sheet have headers?' to false.");
        }

        for (let i = 0; i < values[0]?.length; i++) {
          props[`col_${i.toString().padStart(4, "0")}`] = {
            type: "string",
            label: values[0][i],
            optional: true,
          };
        }
        props.allColumns = {
          type: "string",
          hidden: true,
          default: JSON.stringify(values),
        };
      } catch (err) {
        console.error("Error fetching headers:", err);
        // Fallback to basic column input if headers can't be fetched
        return {
          headerError: {
            type: "string",
            label: "Header Fetch Error",
            description: `Unable to fetch headers: ${err.message}. Using simple column input instead.`,
            optional: true,
            hidden: true,
          },
          myColumnData: {
            type: "string[]",
            label: "Values",
            description: "Provide a value for each cell of the row. Google Sheets accepts strings, numbers and boolean values for each cell. To set a cell to an empty value, pass an empty string.",
          },
        };
      }
    } else {
      props.myColumnData = {
        type: "string[]",
        label: "Values",
        description: "Provide a value for each cell of the row. Google Sheets accepts strings, numbers and boolean values for each cell. To set a cell to an empty value, pass an empty string.",
      };
    }
    return props;
  },
  async run({ $ }) {
    const {
      sheetId,
      worksheetId,
    } = this;

    const { name: sheetName } = await this.googleSheets.getFile(sheetId, {
      fields: "name",
    });

    const worksheet = await this.getWorksheetById(sheetId, worksheetId);

    let cells;
    if (this.hasHeaders
      && !isDynamicExpression(sheetId)
      && !isDynamicExpression(worksheetId)
      && this.allColumns
    ) {
      const rows = JSON.parse(this.allColumns);
      const [
        headers,
      ] = rows;
      cells = headers
        .map((_, i) => `col_${i.toString().padStart(4, "0")}`)
        .map((column) => this[column] ?? "");
    } else {
      // For dynamic references or no headers, use the array input
      cells = this.googleSheets.sanitizedArray(this.myColumnData);
    }

    // Validate input
    if (!cells || !cells.length) {
      throw new ConfigurationError("Please enter an array of elements in `Cells / Column Values`.");
    }
    cells = parseArray(cells);
    if (!cells) {
      throw new ConfigurationError("Cell / Column data is not an array. Please enter an array of elements in `Cells / Column Values`.");
    } else if (Array.isArray(cells[0])) {
      throw new ConfigurationError("Cell / Column data is a multi-dimensional array. A one-dimensional is expected. If you're trying to send multiple rows to Google Sheets, search for the action to add multiple rows to Sheets.");
    }

    const {
      arr: sanitizedCells,
      convertedIndexes,
    } = this.googleSheets.arrayValuesToString(cells);

    const data = await this.googleSheets.addRowsToSheet({
      spreadsheetId: sheetId,
      range: worksheet?.properties?.title,
      rows: [
        sanitizedCells,
      ],
    });

    let summary = `Added 1 row to [${sheetName || sheetId} (${data.updatedRange})](https://docs.google.com/spreadsheets/d/${sheetId}).`;
    if (convertedIndexes.length > 0) {
      summary += " We detected something other than a string/number/boolean in at least one of the fields and automatically converted it to a string.";
    }
    $.export("$summary", summary);

    return data;
  },
};

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 Sheets	`googleSheets`	`app`	This component uses the Google Sheets app.
Drive	`drive`	`string`	Select a value from the drop down menu.
Spreadsheet	`sheetId`	`string`	Select a value from the drop down menu.
Worksheet(s)	`worksheetId`	`string[]`	Select a value from the drop down menu.
Does the first row of the sheet have headers?	`hasHeaders`	`boolean`	If the first row of your document has headers, we'll retrieve them to make it easy to enter the value for each column. Note: When using a dynamic reference for the worksheet ID (e.g. `{{steps.foo.$return_value}}`), this setting is ignored.

Action Authentication#

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

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

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

About Google Sheets#

Use Google Sheets to create and edit online spreadsheets. Get insights together with secure sharing in real-time and from any device.

More Ways to Connect Google Sheets + Satuit#

Other Popular Integrations#

Create Dealflow with Satuit API on New Row Added (Shared Drive, Instant) from Google Sheets API

Google Sheets + Satuit

Add Single Row with Google Sheets API on New Opportunity from Satuit API

Pipedream makes it easy to connect APIs for Google Sheets, Satuit 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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