Create Application with Personio API on New Account Created from Exact API

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Trigger workflow on

New Account Created from the Exact API

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Create Application with the Personio API

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Getting Started#

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

Select this integration
Configure the New Account Created trigger
1. Connect your Exact account
2. Configure timer
Configure the Create Application action
1. Connect your Personio account
2. Configure Company Id
3. Configure Recruiting Access Token
4. Configure First Name
5. Configure Last Name
6. Configure Email
7. Configure Job Position Id
8. Optional- Configure Recruiting Channel Id
9. Optional- Configure External Posting Id
10. Optional- Configure Message
11. Optional- Configure Application Date
12. Optional- Configure Tags
13. Optional- Configure Files
14. Optional- Configure Attributes
15. Optional- Select a Phase Type
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 Account Created on Exact

Description:Emit new event each time a new account is created. [See the docs](https://start.exactonline.nl/docs/HlpRestAPIResourcesDetails.aspx?name=CRMAccounts)

Version:0.0.1

Key:exact-new-account-created

View on GitHub

Exact Overview#

The Exact API provides a suite of endpoints for interacting with Exact's cloud-based financial software, which includes tools for accounting, CRM, and ERP functionalities. By leveraging this API on Pipedream, you can automate data flows across various business functions, sync financial records, manage customer relationships, and streamline operational processes. Pipedream's serverless execution model allows for crafting intricate workflows that respond in real-time to events, schedule operations, and connect with countless other apps to extend the functionality of Exact's ecosystem.

Trigger Code#

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

export default {
  ...common,
  key: "exact-new-account-created",
  name: "New Account Created",
  description: "Emit new event each time a new account is created. [See the docs](https://start.exactonline.nl/docs/HlpRestAPIResourcesDetails.aspx?name=CRMAccounts)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getResults(division) {
      return this.exact.listAccounts(division);
    },
    getCreatedTs(account) {
      return account.Created.match(/\d+/)[0];
    },
    generateMeta(account) {
      return {
        id: account.ID,
        summary: account.Name,
        ts: this.getCreatedTs(account),
      };
    },
  },
};

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
Exact	`exact`	`app`	This component uses the Exact app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

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

About Exact#

Cloud business software for SMEs and their accountants

Action#

Create Application on Personio

Description:Creates a new application. [See the documentation](https://developer.personio.de/reference/post_v1-recruiting-applications)

Version:0.0.1

Key:personio-create-application

View on GitHub

Personio Overview#

The Personio API provides programmatic access to HR management functions, allowing you to manage employee data, time tracking, payroll, and recruitment processes. With Pipedream, you can leverage this API to create automations and workflows that can streamline HR operations, react to events in Personio in real-time, and connect HR data to other systems seamlessly.

Action Code#

import {
  parseArray,
  toSingleLineString,
} from "../../common/utils.mjs";
import personio from "../../personio.app.mjs";

export default {
  key: "personio-create-application",
  name: "Create Application",
  version: "0.0.1",
  description: "Creates a new application. [See the documentation](https://developer.personio.de/reference/post_v1-recruiting-applications)",
  type: "action",
  props: {
    personio,
    companyId: {
      type: "string",
      label: "Company Id",
      description: "Your company id provided at https://{YOUR_COMPANY}.personio.de/configuration/api/credentials/management",
    },
    recruitingAccessToken: {
      type: "string",
      label: "Recruiting Access Token",
      description: "Your recruiting access Token provided at https://{YOUR_COMPANY}.personio.de/configuration/api/credentials/management",
      secret: true,
    },
    firstName: {
      propDefinition: [
        personio,
        "firstName",
      ],
      description: "First name(s) of the applicant. Must not be empty or only whitespaces.",
    },
    lastName: {
      propDefinition: [
        personio,
        "lastName",
      ],
      description: "Last name(s) of the applicant. Must not be empty or only whitespaces.",
    },
    email: {
      propDefinition: [
        personio,
        "email",
      ],
      description: "Email address of the applicant.",
    },
    jobPositionId: {
      type: "integer",
      label: "Job Position Id",
      description: toSingleLineString(
        `The personio internal id of the job this application should belong to.
        Access your positions page at https://{YOUR_COMPANY}.personio.de/recruiting/positions; Select a position;
        If your current URL is https://{YOUR_COMPANY}.personio.de/recruiting/positions/12345, then your Job Position ID is \`12345\``,
      ),
    },
    recruitingChannelId: {
      type: "string",
      label: "Recruiting Channel Id",
      description: "The recruiting channel this application was sourced from. See https://{YOUR_COMPANY}.personio.de/configuration/recruiting/channels.",
      optional: true,
    },
    externalPostingId: {
      type: "string",
      label: "External Posting Id",
      description: "The external id of the job posting (E.g. the external id forwarded by Gohiring).",
      optional: true,
    },
    message: {
      type: "string",
      label: "Message",
      description: "The applicant supplied free-text message.",
      optional: true,
    },
    applicationDate: {
      type: "string",
      label: "Application Date",
      description: "The application date (yyyy-mm-dd). It cannot be a date in the future.",
      optional: true,
    },
    tags: {
      type: "string[]",
      label: "Tags",
      description: "Tags to be associated with this application. Non-existing tags will be created. See https://{YOUR_COMPANY}.personio.de/configuration/recruiting/tags.",
      optional: true,
    },
    files: {
      type: "string[]",
      label: "Files",
      description: "A list of references to previously updated files. These will be attached to the new application. Each file item consists of an uuid, an original_filename and a category. [See the documentation](https://developer.personio.de/reference/post_v1-recruiting-applications).",
      optional: true,
    },
    attributes: {
      type: "string[]",
      label: "Attributes",
      description: "A list of attributes for this applicant. Each attribute item consists of an id and a value. [See the documentation](https://developer.personio.de/reference/post_v1-recruiting-applications).",
      optional: true,
    },
    phaseType: {
      type: "string",
      label: "Phase Type",
      description: "The type of application phase.",
      options: [
        "system",
        "custom",
      ],
      optional: true,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.phaseType) {
      props.phaseId = (this.phaseType === "system")
        ? {
          type: "string",
          label: "Phase Id",
          description: "The Id of the phase.",
          options: [
            "unassigned",
            "rejected",
            "withdrawn",
            "offer",
            "accepted",
          ],
        }
        : {
          type: "string",
          label: "Phase Id",
          description: "The Id for your custom phase can be found under your personio settings (https://{YOUR_COMPANY}.personio.de/configuration/recruiting/phases).",
          default: "",
        };
    }
    return props;
  },
  async run({ $ }) {
    const {
      personio,
      companyId,
      recruitingAccessToken,
      firstName,
      lastName,
      jobPositionId,
      recruitingChannelId,
      externalPostingId,
      applicationDate,
      phaseType,
      phaseId,
      tags,
      files,
      attributes,
      ...data
    } = this;

    const phase = {};
    if (phaseType) phase.type = phaseType;
    if (phaseId) phase.id = phaseId;

    const info = {
      first_name: firstName,
      last_name: lastName,
      job_position_id: jobPositionId,
      recruiting_channel_id: recruitingChannelId,
      external_posting_id: externalPostingId,
      application_date: applicationDate,
      tags: parseArray(tags),
      files: parseArray(files),
      attributes: parseArray(attributes),
      ...data,
    };

    if (Object.entries(phase).length) {
      info.phase = phase;
    }

    const response = await personio.createApplication({
      $,
      headers: {
        "X-Company-Id": companyId,
        "Authorization": `Bearer ${recruitingAccessToken}`,
      },
      data: info,
    });

    $.export("$summary", "A new application was successfully created!");
    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
Personio	`personio`	`app`	This component uses the Personio app.
Company Id	`companyId`	`string`	Your company id provided at https://{YOUR_COMPANY}.personio.de/configuration/api/credentials/management
Recruiting Access Token	`recruitingAccessToken`	`string`	Your recruiting access Token provided at https://{YOUR_COMPANY}.personio.de/configuration/api/credentials/management
First Name	`firstName`	`string`	First name(s) of the applicant. Must not be empty or only whitespaces.
Last Name	`lastName`	`string`	Last name(s) of the applicant. Must not be empty or only whitespaces.
Email	`email`	`string`	Email address of the applicant.
Job Position Id	`jobPositionId`	`integer`	The personio internal id of the job this application should belong to. Access your positions page at https://{YOUR_COMPANY}.personio.de/recruiting/positions; Select a position; If your current URL is https://{YOUR_COMPANY}.personio.de/recruiting/positions/12345, then your Job Position ID is `12345`
Recruiting Channel Id	`recruitingChannelId`	`string`	The recruiting channel this application was sourced from. See https://{YOUR_COMPANY}.personio.de/configuration/recruiting/channels.
External Posting Id	`externalPostingId`	`string`	The external id of the job posting (E.g. the external id forwarded by Gohiring).
Message	`message`	`string`	The applicant supplied free-text message.
Application Date	`applicationDate`	`string`	The application date (yyyy-mm-dd). It cannot be a date in the future.
Tags	`tags`	`string[]`	Tags to be associated with this application. Non-existing tags will be created. See https://{YOUR_COMPANY}.personio.de/configuration/recruiting/tags.
Files	`files`	`string[]`	A list of references to previously updated files. These will be attached to the new application. Each file item consists of an uuid, an original_filename and a category. See the documentation.
Attributes	`attributes`	`string[]`	A list of attributes for this applicant. Each attribute item consists of an id and a value. See the documentation.
Phase Type	`phaseType`	`string`	Select a value from the drop down menu:`systemcustom`

Action Authentication#

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

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