Apply Tag to Contact with ClickFunnels API on Updated Lead from WhatConverts API

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Trigger workflow on

Updated Lead from the WhatConverts API

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Apply Tag to Contact with the ClickFunnels API

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Getting Started#

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

Select this integration
Configure the Updated Lead trigger
1. Connect your WhatConverts account
2. Configure timer
3. Optional- Select a Account ID
4. Optional- Select a Profile ID
5. Optional- Select a Lead Type
Configure the Apply Tag to Contact action
1. Connect your ClickFunnels account
2. Select a Team Id
3. Select a Workspace Id
4. Select a Contact ID
5. Select a Tag Id
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#

Updated Lead on WhatConverts

Description:Emit new event when a lead is updated

Version:0.0.1

Key:whatconverts-updated-lead

View on GitHub

WhatConverts Overview#

The WhatConverts API allows you to track, manage, and report on leads and conversions from various marketing channels. With this API, you can automate the ingestion of lead data into your CRM, generate custom reports, and receive real-time alerts for new leads. When you implement this API within Pipedream, you can create powerful, serverless workflows that respond to events in WhatConverts, or trigger actions based on data from other apps.

Trigger Code#

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

export default {
  ...common,
  key: "whatconverts-updated-lead",
  name: "Updated Lead",
  description: "Emit new event when a lead is updated",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.whatconverts.listLeads;
    },
    getTsField() {
      return "last_updated";
    },
    isSorted() {
      return false;
    },
    generateMeta(item) {
      const ts = Date.parse(item.last_updated);
      return {
        id: `${item.lead_id}${ts}`,
        summary: `Lead Updated with ID: ${item.lead_id}`,
        ts,
      };
    },
  },
  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
WhatConverts	`whatconverts`	`app`	This component uses the WhatConverts app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Account ID	`accountId`	`integer`	Select a value from the drop down menu.
Profile ID	`profileId`	`integer`	Select a value from the drop down menu.
Lead Type	`leadType`	`string`	Select a value from the drop down menu:`appointmentchatemaileventotherphone_calltext_messagetransactionweb_form`

Trigger Authentication#

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

To retrieve your API Keys,

Navigate to your WhatConverts account and sign in
Click the dropdown on the top left, then click “Show Settings”
Go to “Master Integrations” > “API Keys” > “View Details”

About WhatConverts#

Get marketing clarity with CallTracking and LeadTracking.

Action#

Apply Tag to Contact on ClickFunnels

Description:Applies a tag to a contact. [See the documentation](https://developers.myclickfunnels.com/reference/createcontactsappliedtags)

Version:0.0.1

Key:clickfunnels-apply-tag-contact

View on GitHub

ClickFunnels Overview#

The ClickFunnels API lets you interact programmatically with your ClickFunnels account, giving you control over your funnels, contacts, purchases, and more. With Pipedream, you can automate workflows that respond to a variety of triggers, such as new contacts or purchases. By connecting ClickFunnels with other apps available on Pipedream, you can streamline your sales process, sync data across platforms, and create powerful marketing automation.

Action Code#

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

export default {
  key: "clickfunnels-apply-tag-contact",
  name: "Apply Tag to Contact",
  description: "Applies a tag to a contact. [See the documentation](https://developers.myclickfunnels.com/reference/createcontactsappliedtags)",
  version: "0.0.1",
  type: "action",
  props: {
    clickfunnels,
    teamId: {
      propDefinition: [
        clickfunnels,
        "teamId",
      ],
    },
    workspaceId: {
      propDefinition: [
        clickfunnels,
        "workspaceId",
        ({ teamId }) => ({
          teamId,
        }),
      ],
    },
    contactId: {
      propDefinition: [
        clickfunnels,
        "contactId",
        ({ workspaceId }) => ({
          workspaceId,
        }),
      ],
    },
    tagId: {
      propDefinition: [
        clickfunnels,
        "tagId",
        ({ workspaceId }) => ({
          workspaceId,
        }),
      ],
    },
  },
  async run({ $ }) {
    const response = await this.clickfunnels.applyTagToContact({
      $,
      contactId: this.contactId,
      data: {
        contacts_applied_tag: {
          tag_id: this.tagId,
        },
      },
    });
    $.export("$summary", `Successfully applied tag with Id: ${this.tagId} to contact with Id: ${this.contactId}`);
    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
ClickFunnels	`clickfunnels`	`app`	This component uses the ClickFunnels app.
Team Id	`teamId`	`string`	Select a value from the drop down menu.
Workspace Id	`workspaceId`	`string`	Select a value from the drop down menu.
Contact ID	`contactId`	`string`	Select a value from the drop down menu.
Tag Id	`tagId`	`string`	Select a value from the drop down menu.

Action Authentication#

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