← Schedule + Aero Workflow integrations

Create Appointment with Aero Workflow API on Daily schedule from Schedule API

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Trigger workflow on
Daily schedule from the Schedule API
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Create Appointment with the Aero Workflow API
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Getting Started

This integration creates a workflow with a Schedule trigger and Aero Workflow 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 Daily schedule trigger
    1. Connect your Schedule account
    2. Configure Cron Schedule
  3. Configure the Create Appointment action
    1. Connect your Aero Workflow account
    2. Select a Assigned To
    3. Select a Aero Type
    4. Optional- Select a Contact
    5. Optional- Select a Company
    6. Optional- Select a Project
    7. Optional- Select a Hat
    8. Configure Scheduled Start Date
    9. Configure Scheduled Total Hours
    10. Configure Scheduled Hours
    11. Configure Scheduled Minutes
    12. Configure Subject
    13. Select a Priority
    14. Configure Due Date
    15. Select a Status
    16. Optional- Configure Description
    17. Optional- Configure Billable
    18. Optional- Configure Fixed Fee
  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:Trigger your workflow every day.
Version:0.0.1
Key:schedule-daily

Schedule Overview

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code

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

export default {
  name: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

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
SchedulescheduleappThis component uses the Schedule app.
Cron Schedulecron$.interface.timer

Enter a cron expression

Trigger Authentication

The Schedule API does not require authentication.

About Schedule

Trigger workflows on an interval or cron schedule.

Action

Description:Creates an appointment [See the docs here](https://api.aeroworkflow.com/swagger/index.html)
Version:0.0.1
Key:aero_workflow-create-appointment

Aero Workflow Overview

The Aero Workflow API enables the automation of task management and workflow optimization for professional service firms. Using Pipedream, you can harness this API to create powerful automations that streamline the tasks and procedures within your business. This can significantly reduce manual input, error rates, and increase overall efficiency.

Action Code

import app from "../../aero_workflow.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "aero_workflow-create-appointment",
  version: "0.0.1",
  type: "action",
  name: "Create Appointment",
  description: "Creates an appointment [See the docs here](https://api.aeroworkflow.com/swagger/index.html)",
  props: {
    app,
    assignedTo: {
      propDefinition: [
        app,
        "assignedTo",
      ],
    },
    aeroType: {
      propDefinition: [
        app,
        "aeroType",
      ],
    },
    contact: {
      propDefinition: [
        app,
        "contact",
      ],
      optional: true,
    },
    company: {
      propDefinition: [
        app,
        "company",
      ],
      optional: true,
    },
    fullProjectName: {
      propDefinition: [
        app,
        "project",
      ],
      optional: true,
    },
    hat: {
      propDefinition: [
        app,
        "hat",
      ],
      optional: true,
    },
    scheduledStartDate: {
      propDefinition: [
        app,
        "scheduledStartDate",
      ],
    },
    scheduledTotalHours: {
      propDefinition: [
        app,
        "scheduledTotalHours",
      ],
    },
    scheduledHours: {
      propDefinition: [
        app,
        "scheduledHours",
      ],
    },
    scheduledMinutes: {
      propDefinition: [
        app,
        "scheduledMinutes",
      ],
    },
    subject: {
      propDefinition: [
        app,
        "subject",
      ],
    },
    priority: {
      propDefinition: [
        app,
        "priority",
      ],
    },
    dueDate: {
      propDefinition: [
        app,
        "dueDate",
      ],
    },
    status: {
      propDefinition: [
        app,
        "status",
      ],
    },
    description: {
      type: "string",
      label: "Description",
      description: "Description",
      optional: true,
    },
    billable: {
      propDefinition: [
        app,
        "billable",
      ],
    },
    fixedFee: {
      propDefinition: [
        app,
        "fixedFee",
      ],
    },
  },
  async run ({ $ }) {
    const data = utils.extractProps(this);
    const resp = await this.app.createAppointment({
      $,
      data,
    });
    $.export("$summary", `The appointment(ID: ${resp.id}) has been created successfully.`);
    return resp;
  },
};

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
Aero WorkflowappappThis component uses the Aero Workflow app.
Assigned ToassignedTostringSelect a value from the drop down menu.
Aero TypeaeroTypestringSelect a value from the drop down menu.
ContactcontactstringSelect a value from the drop down menu.
CompanycompanystringSelect a value from the drop down menu.
ProjectfullProjectNamestringSelect a value from the drop down menu.
HathatstringSelect a value from the drop down menu.
Scheduled Start DatescheduledStartDatestring

Scheduled start date. Must be in ISO format, e.g. 2023-03-30T11:35:07.983Z

Scheduled Total HoursscheduledTotalHoursinteger

Scheduled total hours, max 24

Scheduled HoursscheduledHoursinteger

Scheduled hours, max 23

Scheduled MinutesscheduledMinutesinteger

Scheduled minutes, max 59

Subjectsubjectstring

Subject

PriorityprioritystringSelect a value from the drop down menu:elevatedcriticalnormal
Due DatedueDatestring

Due date. Must be in ISO format, e.g. 2023-03-30T11:35:07.983Z

StatusstatusstringSelect a value from the drop down menu:inprogressnotstartedcanceledcompleted
Descriptiondescriptionstring

Description

Billablebillableboolean

Is billable

Fixed FeefixedFeeboolean

Is fixed fee

Action Authentication

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

To get your API Key and Account Number, navigate to Account Settings > Account Profile.

  • If you've already created an API Key it will be listed on this screen.
  • If there is no API Key listed, click the Generate new API Key button.
  • The Account Number (also sometimes called "Account ID") is listed below the API Key

About Aero Workflow

Aero is workflow & practice management built specifically with the modern cloud-based accounting firm in mind.

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