← Google Sheets + Relavate integrations

Create Affiliate Lead with Relavate API on New Worksheet (Instant) from Google Sheets API

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New Worksheet (Instant) from the Google Sheets API
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Create Affiliate Lead with the Relavate API
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Getting Started

This integration creates a workflow with a Google Sheets trigger and Relavate 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 Worksheet (Instant) trigger
    1. Connect your Google Sheets account
    2. Configure Push notification renewal schedule
    3. Select a Spreadsheet
  3. Configure the Create Affiliate Lead action
    1. Connect your Relavate account
    2. Select a Campaign ID
    3. Select a Status
    4. Configure Client
  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 each time a new worksheet is created in a spreadsheet.
Version:0.1.8
Key:google_sheets-new-worksheet

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.

Trigger Code

import httpBase from "../common/http-based/sheet.mjs";
import newWorksheet from "../common/new-worksheet.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...httpBase,
  ...newWorksheet,
  key: "google_sheets-new-worksheet",
  type: "source",
  name: "New Worksheet (Instant)",
  description: "Emit new event each time a new worksheet is created in a spreadsheet.",
  version: "0.1.8",
  dedupe: "unique",
  hooks: {
    ...httpBase.hooks,
    ...newWorksheet.hooks,
  },
  props: {
    ...httpBase.props,
    ...newWorksheet.props,
  },
  methods: {
    ...httpBase.methods,
    ...newWorksheet.methods,
  },
  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.
LabelPropTypeDescription
Google SheetsgoogleSheetsappThis component uses the Google Sheets app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Push notification renewal scheduletimer$.interface.timer

The Google Drive API requires occasionally renewal of push notification subscriptions. This runs in the background, so you should not need to modify this schedule.

SpreadsheetsheetIDstringSelect a value from the drop down menu.

Trigger 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.

Action

Description:This component enables you to create a new affiliate lead for marketing. [See the documentation](https://api.relavate.co/#2a307851-9d54-42ea-9f54-3fb600b152a5)
Version:0.0.1
Key:relavate-create-affiliate-lead

Relavate Overview

The Relavate API provides tools for managing customer relations and sales efforts, enabling users to automate and optimize their CRM activities. With capabilities for managing contacts, companies, deals, and tasks, the API can serve as a backbone for CRM automation, enhancing customer interaction and business processes efficiency. On Pipedream, you can leverage these functionalities to create advanced workflows, integrate with other apps, and automate tasks based on events from the Relavate system or external triggers.

Action Code

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

export default {
  key: "relavate-create-affiliate-lead",
  name: "Create Affiliate Lead",
  description: "This component enables you to create a new affiliate lead for marketing. [See the documentation](https://api.relavate.co/#2a307851-9d54-42ea-9f54-3fb600b152a5)",
  version: "0.0.1",
  type: "action",
  props: {
    relavate,
    campaignId: {
      propDefinition: [
        relavate,
        "campaignId",
      ],
      reloadProps: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "The status of the lead being created",
      options: [
        "Pending",
        "Won",
      ],
    },
    client: {
      type: "string",
      label: "Client",
      description: "The company or name of the client",
    },
  },
  async additionalProps() {
    const props = {};
    const partnerType = this.relavate.getPartnerType();
    if (partnerType === "partner") {
      props.vendorId = {
        type: "string",
        label: "Vendor ID",
        description: "The ID of the vendor",
        options: async () => await this.getVendorIdPropOptions(),
      };
    }
    if (partnerType === "vendor") {
      props.partnerId = {
        type: "string",
        label: "Partner ID",
        description: "The ID of the partner",
        options: async () => await this.getPartnerIdPropOptions(),
      };
    }
    return props;
  },
  methods: {
    async getVendorIdPropOptions() {
      const vendors = await this.relavate.listVendors();
      const vendorIds = vendors?.map(({ vendorID }) => vendorID );
      const options = [];
      for (const vendorId of vendorIds) {
        const { name } = await this.relavate.getVendor({
          vendorId,
        });
        options.push({
          value: vendorId,
          label: name,
        });
      }
      return options;
    },
    async getPartnerIdPropOptions() {
      const partners = await this.relavate.listPartners();
      const partnerIds = partners?.map(({ partnerID }) => partnerID );
      const options = [];
      for (const partnerId of partnerIds) {
        const { name } = await this.relavate.getPartner({
          partnerId,
        });
        options.push({
          value: partnerId,
          label: name,
        });
      }
      return options;
    },
  },
  async run({ $ }) {
    const response = await this.relavate.createAffiliateLead({
      $,
      params: {
        campaignID: this.campaignId,
        client: this.client,
        status: this.status,
        vendorID: this.vendorId,
        partnerID: this.partnerId,
      },
    });
    $.export("$summary", `Created affiliate lead 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.

LabelPropTypeDescription
RelavaterelavateappThis component uses the Relavate app.
Campaign IDcampaignIdstringSelect a value from the drop down menu.
StatusstatusstringSelect a value from the drop down menu:PendingWon
Clientclientstring

The company or name of the client

Action Authentication

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

To retrieve your API Key, API Secret, and Partner Type,

  • Navigate to your Relavate account and sign in
  • Click the user dropdown on the top right.
  • Go to “Account” > “Organisation ”> “API”

About Relavate

Enable, track & reward partners to sell and scale your software.

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