← Salesflare + OpenAI (ChatGPT) integrations

Chat with OpenAI (ChatGPT) API on New Task Event from Salesflare API

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New Task Event from the Salesflare API
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Chat with the OpenAI (ChatGPT) API
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Getting Started

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

  1. Select this integration
  2. Configure the New Task Event trigger
    1. Connect your Salesflare account
    2. Configure timer
  3. Configure the Chat action
    1. Connect your OpenAI (ChatGPT) account
    2. Select a Model
    3. Configure User Message
    4. Optional- Configure Max Tokens
    5. Optional- Configure Temperature
    6. Optional- Configure Top P
    7. Optional- Configure N
    8. Optional- Configure Stop
    9. Optional- Configure Presence Penalty
    10. Optional- Configure Frequency Penalty
    11. Optional- Configure User
    12. Optional- Configure System Instructions
    13. Optional- Configure Prior Message History
    14. Optional- Configure Images
    15. Optional- Configure Audio
    16. Optional- Select a Response Format
    17. Optional- Select one or more Tool Types
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new events when new tasks are created. [See the docs](https://api.salesflare.com/docs#operation/getTasks)
Version:0.0.1
Key:salesflare-new-task

Salesflare Overview

The Salesflare API on Pipedream enables the automation of CRM tasks, enhancing customer relationship management with minimal manual effort. It provides seamless integration with Salesflare's functionalities such as managing contacts, accounts, opportunities, and tasks. By tapping into this API, you can synchronize customer data, automate follow-up reminders, or trigger personalized campaigns based on customer interactions. Essentially, it offers a bridge between Salesflare's rich CRM features and the plethora of apps supported by Pipedream, allowing for sophisticated, custom automation workflows that save time and boost efficiency.

Trigger Code

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

export default {
  ...common,
  key: "salesflare-new-task",
  name: "New Task Event",
  description: "Emit new events when new tasks are created. [See the docs](https://api.salesflare.com/docs#operation/getTasks)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.app.getTasks;
    },
    getSummary(item) {
      return `New task (ID: ${item.id})`;
    },
  },
};

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.
LabelPropTypeDescription
SalesflareappappThis component uses the Salesflare app.
timer$.interface.timer
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

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

You can make an API key in "Settings" > "API keys", and click on the large orange "+" button on the bottom right of the screen to create an API key.

About Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

Action

Description:The Chat API, using the `gpt-3.5-turbo` or `gpt-4` model. [See the documentation](https://platform.openai.com/docs/api-reference/chat)
Version:0.2.3
Key:openai-chat

OpenAI (ChatGPT) Overview

OpenAI provides a suite of powerful AI models through its API, enabling developers to integrate advanced natural language processing and generative capabilities into their applications. Here’s an overview of the services offered by OpenAI's API:

Use Python or Node.js code to make fully authenticated API requests with your OpenAI account:

Action Code

import openai from "../../openai.app.mjs";
import common from "../common/common.mjs";
import constants from "../../common/constants.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  ...common,
  name: "Chat",
  version: "0.2.3",
  key: "openai-chat",
  description: "The Chat API, using the `gpt-3.5-turbo` or `gpt-4` model. [See the documentation](https://platform.openai.com/docs/api-reference/chat)",
  type: "action",
  props: {
    openai,
    modelId: {
      propDefinition: [
        openai,
        "chatCompletionModelId",
      ],
    },
    userMessage: {
      label: "User Message",
      type: "string",
      description: "The user messages provide instructions to the assistant. They can be generated by the end users of an application, or set by a developer as an instruction.",
    },
    ...common.props,
    systemInstructions: {
      label: "System Instructions",
      type: "string",
      description: "The system message helps set the behavior of the assistant. For example: \"You are a helpful assistant.\" [See these docs](https://platform.openai.com/docs/guides/chat/instructing-chat-models) for tips on writing good instructions.",
      optional: true,
    },
    messages: {
      label: "Prior Message History",
      type: "string[]",
      description: "_Advanced_. Because [the models have no memory of past chat requests](https://platform.openai.com/docs/guides/chat/introduction), all relevant information must be supplied via the conversation. You can provide [an array of messages](https://platform.openai.com/docs/guides/chat/introduction) from prior conversations here. If this param is set, the action ignores the values passed to **System Instructions** and **Assistant Response**, appends the new **User Message** to the end of this array, and sends it to the API.",
      optional: true,
    },
    images: {
      label: "Images",
      type: "string[]",
      description: "Provide one or more images to [OpenAI's vision model](https://platform.openai.com/docs/guides/vision). Accepts URLs or base64 encoded strings. Compatible with the `gpt4-vision-preview` model",
      optional: true,
    },
    audio: {
      type: "string",
      label: "Audio",
      description: "Provide the file path to an audio file in the `/tmp` directory. For use with the `gpt-4o-audio-preview` model. Currently supports `wav` and `mp3` files.",
      optional: true,
    },
    responseFormat: {
      type: "string",
      label: "Response Format",
      description: "Specify the format that the model must output. \n- **Text** (default): Returns unstructured text output.\n- **JSON Object**: Ensures the model's output is a valid JSON object.\n- **JSON Schema** (GPT-4o and later): Enables you to define a specific structure for the model's output using a JSON schema. Supported with models `gpt-4o-2024-08-06` and later, and `gpt-4o-mini-2024-07-18` and later.",
      options: Object.values(constants.CHAT_RESPONSE_FORMAT),
      default: constants.CHAT_RESPONSE_FORMAT.TEXT.value,
      optional: true,
      reloadProps: true,
    },
    toolTypes: {
      type: "string[]",
      label: "Tool Types",
      description: "The types of tools to enable on the assistant",
      options: constants.TOOL_TYPES.filter((toolType) => toolType === "function"),
      optional: true,
      reloadProps: true,
    },
  },
  additionalProps() {
    const {
      responseFormat,
      toolTypes,
      numberOfFunctions,
    } = this;
    const props = {};

    if (responseFormat === constants.CHAT_RESPONSE_FORMAT.JSON_SCHEMA.value) {
      props.jsonSchema = {
        type: "string",
        label: "JSON Schema",
        description: "Define the schema that the model's output must adhere to. [See the documentation here](https://platform.openai.com/docs/guides/structured-outputs/supported-schemas).",
      };
    }

    if (toolTypes?.includes("function")) {
      props.numberOfFunctions = {
        type: "integer",
        label: "Number of Functions",
        description: "The number of functions to define",
        optional: true,
        reloadProps: true,
        default: 1,
      };

      for (let i = 0; i < (numberOfFunctions || 1); i++) {
        props[`functionName_${i}`] = {
          type: "string",
          label: `Function Name ${i + 1}`,
          description: "The name of the function to be called. Must be a-z, A-Z, 0-9, or contain underscores and dashes, with a maximum length of 64.",
        };
        props[`functionDescription_${i}`] = {
          type: "string",
          label: `Function Description ${i + 1}`,
          description: "A description of what the function does, used by the model to choose when and how to call the function.",
          optional: true,
        };
        props[`functionParameters_${i}`] = {
          type: "object",
          label: `Function Parameters ${i + 1}`,
          description: "The parameters the functions accepts, described as a JSON Schema object. See the [guide](https://platform.openai.com/docs/guides/text-generation/function-calling) for examples, and the [JSON Schema reference](https://json-schema.org/understanding-json-schema/) for documentation about the format.",
          optional: true,
        };
      }
    }

    return props;
  },
  methods: {
    ...common.methods,
    _buildTools() {
      const tools = this.toolTypes?.filter((toolType) => toolType !== "function")?.map((toolType) => ({
        type: toolType,
      })) || [];
      if (this.toolTypes?.includes("function")) {
        const numberOfFunctions = this.numberOfFunctions || 1;
        for (let i = 0; i < numberOfFunctions; i++) {
          tools.push({
            type: "function",
            function: {
              name: this[`functionName_${i}`],
              description: this[`functionDescription_${i}`],
              parameters: this[`functionParameters_${i}`],
            },
          });
        }
      }
      return tools.length
        ? tools
        : undefined;
    },
  },
  async run({ $ }) {
    if (this.audio && !this.modelId.includes("gpt-4o-audio-preview")) {
      throw new ConfigurationError("Use of audio files requires using the `gpt-4o-audio-preview` model.");
    }

    const args = this._getChatArgs();

    const response = await this.openai.createChatCompletion({
      $,
      data: {
        ...args,
        tools: this._buildTools(),
      },
    });

    if (response) {
      $.export("$summary", `Successfully sent chat with id ${response.id}`);
    }

    const { messages } = args;
    return {
      original_messages: messages,
      original_messages_with_assistant_response: messages.concat(response.choices[0]?.message),
      ...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.

LabelPropTypeDescription
OpenAI (ChatGPT)openaiappThis component uses the OpenAI (ChatGPT) app.
ModelmodelIdstringSelect a value from the drop down menu.
User MessageuserMessagestring

The user messages provide instructions to the assistant. They can be generated by the end users of an application, or set by a developer as an instruction.

Max TokensmaxTokensinteger

The maximum number of tokens to generate in the completion.

Temperaturetemperaturestring

Optional. What sampling temperature to use. Higher values means the model will take more risks. Try 0.9 for more creative applications, and 0 (argmax sampling) for ones with a well-defined answer.

Top PtopPstring

An alternative to sampling with temperature, called nucleus sampling, where the model considers the results of the tokens with top_p probability mass. So 0.1 means only the tokens comprising the top 10% probability mass are considered. We generally recommend altering this or temperature but not both.

Nninteger

How many completions to generate for each prompt

Stopstopstring[]

Up to 4 sequences where the API will stop generating further tokens. The returned text will not contain the stop sequence.

Presence PenaltypresencePenaltystring

Number between -2.0 and 2.0. Positive values penalize new tokens based on whether they appear in the text so far, increasing the model's likelihood to talk about new topics.

Frequency PenaltyfrequencyPenaltystring

Number between -2.0 and 2.0. Positive values penalize new tokens based on their existing frequency in the text so far, decreasing the model's likelihood to repeat the same line verbatim.

Useruserstring

A unique identifier representing your end-user, which can help OpenAI to monitor and detect abuse. Learn more here.

System InstructionssystemInstructionsstring

The system message helps set the behavior of the assistant. For example: "You are a helpful assistant." See these docs for tips on writing good instructions.

Prior Message Historymessagesstring[]

Advanced. Because the models have no memory of past chat requests, all relevant information must be supplied via the conversation. You can provide an array of messages from prior conversations here. If this param is set, the action ignores the values passed to System Instructions and Assistant Response, appends the new User Message to the end of this array, and sends it to the API.

Imagesimagesstring[]

Provide one or more images to OpenAI's vision model. Accepts URLs or base64 encoded strings. Compatible with the gpt4-vision-preview model

Audioaudiostring

Provide the file path to an audio file in the /tmp directory. For use with the gpt-4o-audio-preview model. Currently supports wav and mp3 files.

Response FormatresponseFormatstringSelect a value from the drop down menu:{ "label": "Text", "value": "text" }{ "label": "JSON Object", "value": "json_object" }{ "label": "JSON Schema", "value": "json_schema" }
Tool TypestoolTypesstring[]Select a value from the drop down menu:function

Action Authentication

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

About OpenAI (ChatGPT)

OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.

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