← Snowflake + Streak integrations

Create Box with Streak API on New Query Results from Snowflake API

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Trigger workflow on
New Query Results from the Snowflake API
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Create Box with the Streak API
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Getting Started

This integration creates a workflow with a Snowflake trigger and Streak 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 Query Results trigger
    1. Connect your Snowflake account
    2. Configure timer
    3. Configure SQL Query
    4. Optional- Configure Primary key
    5. Optional- Configure Emit individual events
  3. Configure the Create Box action
    1. Connect your Streak account
    2. Select a Pipeline
    3. Configure Name
    4. Optional- Select a Stage
    5. Optional- Configure Notes
    6. Optional- Select a Team
    7. Optional- Select one or more Team Members
  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:Run a SQL query on a schedule, triggering a workflow for each row of results
Version:0.2.2
Key:snowflake-query-results

Snowflake Overview

Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture.

Getting Started

1. Create a user, role and warehouse in Snowflake

Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI.

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

2. Enter those details in Pipedream

Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.

You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.

3. Build your first workflow

Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.

Learn more at Pipedream University.

Trigger Code

import common from "../common.mjs";
import { v4 as uuidv4 } from "uuid";

export default {
  ...common,
  type: "source",
  key: "snowflake-query-results",
  name: "New Query Results",
  // eslint-disable-next-line
  description: "Run a SQL query on a schedule, triggering a workflow for each row of results",
  version: "0.2.2",
  props: {
    ...common.props,
    sqlQuery: {
      type: "string",
      label: "SQL Query",
      description: "Run this query on a schedule, triggering the workflow for each row of results",
    },
    // Ordering props correctly
    timer: common.props.timer,
    dedupeKey: {
      type: "string",
      label: "Primary key",
      description: "The column in your query to use for de-duplication. Duplicate rows won't trigger your workflow",
      optional: true,
    },
    emitIndividualEvents: {
      propDefinition: [
        common.props.snowflake,
        "emitIndividualEvents",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateMeta(data) {
      const {
        row: { [this.dedupeKey]: id = uuidv4() },
        timestamp: ts,
      } = data;
      const summary = `New event (ID: ${id})`;
      return {
        id,
        summary,
        ts,
      };
    },
    generateMetaForCollection(data) {
      const { timestamp: ts } = data;
      const id = uuidv4();
      const summary = `New event (ID: ${id})`;
      return {
        id,
        summary,
        ts,
      };
    },
    getStatement() {
      return {
        sqlText: this.sqlQuery,
      };
    },
  },
};

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
SnowflakesnowflakeappThis component uses the Snowflake app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

Watch for changes on this schedule

SQL QuerysqlQuerystring

Run this query on a schedule, triggering the workflow for each row of results

Primary keydedupeKeystring

The column in your query to use for de-duplication. Duplicate rows won't trigger your workflow

Emit individual eventsemitIndividualEventsboolean

Defaults to true, triggering workflows on each record in the result set. Set to false to emit records in batch (advanced)

Trigger Authentication

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

Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI.

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

About Snowflake

A data warehouse built for the cloud

Action

Description:Create a new box in Streak. [See the docs](https://streak.readme.io/reference/create-a-box)
Version:0.0.1
Key:streak-create-box

Streak Overview

The Streak API taps into the core of Streak’s CRM functionality within Gmail, allowing users to automate interactions with pipeline data, such as leads, contacts, and sales opportunities. With Pipedream, you can harness this API to craft serverless workflows that react to events in Streak and connect with countless other services to streamline CRM tasks, sync data across platforms, or trigger communications based on pipeline changes.

Action Code

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

const docLink = "https://streak.readme.io/reference/create-a-box";

export default {
  key: "streak-create-box",
  name: "Create Box",
  description: `Create a new box in Streak. [See the docs](${docLink})`,
  version: "0.0.1",
  type: "action",
  props: {
    streak,
    pipelineId: {
      propDefinition: [
        streak,
        "pipelineId",
      ],
      reloadProps: true,
    },
    name: {
      type: "string",
      label: "Name",
      description: "Name of the box",
    },
    stage: {
      propDefinition: [
        streak,
        "stage",
        (c) => ({
          pipelineId: c.pipelineId,
        }),
      ],
      optional: true,
    },
    notes: {
      type: "string",
      label: "Notes",
      description: "The notes on the box",
      optional: true,
    },
    teamId: {
      propDefinition: [
        streak,
        "teamId",
      ],
      optional: true,
    },
    assignees: {
      propDefinition: [
        streak,
        "teamMembers",
        (c) => ({
          teamId: c.teamId,
        }),
      ],
      description: "The member(s) of your team this box will be assigned to",
      optional: true,
    },
  },
  async additionalProps() {
    const props = {};
    const fields = await this.streak.listPipelineFields({
      pipelineId: this.pipelineId,
    });
    for (const field of fields) {
      props[`${this.pipelineId}_${field.key}`] = this.streak.customFieldToProp(field);
    }
    return props;
  },
  async run({ $ }) {
    const response = await this.streak.createBox({
      $,
      pipelineId: this.pipelineId,
      data: {
        name: this.name,
        stageKey: this.stage,
        notes: this.notes,
        assignedToSharingEntries: this.assignees?.map((assignee) => ({
          email: assignee,
        })),
      },
    });

    const updateCustomFields = Object.keys(this)
      .filter((k) => k.includes(`${this.pipelineId}_`))
      .map((k) => this.streak.updateFieldValue({
        boxId: response.boxKey,
        fieldId: k.split(`${this.pipelineId}_`)[1],
        value: this[k],
      }));
    await Promise.all(updateCustomFields);

    $.export("$summary", "Successfully created box");
    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
StreakstreakappThis component uses the Streak app.
PipelinepipelineIdstringSelect a value from the drop down menu.
Namenamestring

Name of the box

StagestagestringSelect a value from the drop down menu.
Notesnotesstring

The notes on the box

TeamteamIdstringSelect a value from the drop down menu.
Team Membersassigneesstring[]Select a value from the drop down menu.

Action Authentication

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

After completing installation of Streak CRM on your browser, navigate to Gmail, click on the Streak icon in the right sidebar, and select the Integrations button.

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

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