← Close + Filter integrations

Continue execution if a condition Is met with Filter API on New Lead Status Change from Close API

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Trigger workflow on
New Lead Status Change from the Close API
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Continue execution if a condition Is met with the Filter API
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Getting Started

This integration creates a workflow with a Close trigger and Filter 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 Lead Status Change trigger
    1. Connect your Close account
  3. Configure the Continue execution if a condition Is met action
    1. Connect your Filter account
    2. Optional- Configure Reason for continuing
    3. Optional- Configure Reason for ending
    4. Configure Initial value
    5. Select a Condition
  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 event when a Lead status is changed
Version:0.1.0
Key:close-lead-status-changed

Close Overview

With the Close API, you can build a number of applications and integrations
that can automate your sales process and make your life easier. Here are some
examples:

  • An integration that automatically updates your CRM with information from
    Close
  • A custom sales dashboard that displays your team's sales pipeline and
    performance
  • A lead capture form thatcollects information from potential customers and
    adds them to your Close account
  • An automated email campaign that sends follow-up emails to your customers
    after they purchase a product from you

Trigger Code

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

export default {
  ...common,
  key: "close-lead-status-changed",
  name: "New Lead Status Change",
  description: "Emit new event when a Lead status is changed",
  version: "0.1.0",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEvents() {
      return [
        {
          object_type: "activity.lead_status_change",
          action: "created",
        },
      ];
    },
  },
};

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
ClosecloseappThis component uses the Close app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

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

API keys are per-organization and can be generated and deleted in the Settings page.

About Close

Inside Sales Software CRM with Calling & Emailing

Action

Description:Continue workflow execution only if a condition is met
Version:0.0.2
Key:filter-continue-based-on-condition

Filter Overview

The Filter API is a great way to build powerful workflows that can manipulate
and transform data. Here are some examples of what you can build using the
Filter API:

  • A workflow that transforms data from one format to another
  • A workflow that filters out data that does not meet certain criteria
  • A workflow that sorts data in a specific order
  • A workflow that calculates statistics or aggregates data
  • A workflow that combines data from multiple sources

Action Code

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

export default {
  ...common,
  name: "Continue execution if a condition Is met",
  version: "0.0.2",
  key: "filter-continue-based-on-condition",
  description: "Continue workflow execution only if a condition is met",
  type: "action",
  methods: {
    consolidateResult($, result) {
      !result && $.flow.exit(this.messageOnEnd);
      return this.messageOnContinue;
    },
  },
};

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
FilterfilterappThis component uses the Filter app.
Reason for continuingmessageOnContinuestring

The message that will be displayed when the workflow continues

Reason for endingmessageOnEndstring

The message that will be displayed when the workflow ends

Initial valueinitialValueany

The 1st of 2 values to compare

ConditionconditionstringSelect a value from the drop down menu:{ "label": "[Text] Contains", "value": "CONTAINS" }{ "label": "[Text] Does not contain", "value": "NOT_CONTAINS" }{ "label": "[Text] Matches exactly", "value": "TEXT_EQUALS" }{ "label": "[Text] Does not exactly match", "value": "TEXT_NOT_EQUALS" }{ "label": "[Text] Starts with", "value": "STARTS_WITH" }{ "label": "[Text] Does not start with", "value": "NOT_STARTS_WITH" }{ "label": "[Text] Ends with", "value": "ENDS_WITH" }{ "label": "[Text] Does not end with", "value": "NOT_ENDS_WITH" }{ "label": "[Number] Is greater than", "value": "GREATER_THAN" }{ "label": "[Number] Is greater than or equal to", "value": "GREATER_THAN_EQUALS" }{ "label": "[Number] Is less than", "value": "LESS_THAN" }{ "label": "[Number] Is less than or equal to", "value": "LESS_THAN_EQUALS" }{ "label": "[Number] Is equal to", "value": "EQUALS" }{ "label": "[Array] Is present in array", "value": "IN_ARRAY" }{ "label": "[Array] Is not present in array", "value": "NOT_IN_ARRAY" }{ "label": "[Object] Key exists and is not null or undefined", "value": "KEY_EXISTS" }{ "label": "[Object] Key does not exist or value is null or undefined", "value": "KEY_NOT_EXISTS" }{ "label": "[Boolean] Evaluates to True", "value": "TRUE" }{ "label": "[Boolean] Evaluates to False", "value": "FALSE" }{ "label": "[Null] Is null or undefined", "value": "IS_NULL" }{ "label": "[Null] Is not null or undefined", "value": "NOT_NULL" }

Action Authentication

The Filter API does not require authentication.

About Filter

Specify a condition that your workflow must meet and whether you'd like to proceed or end workflow execution.

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