← Google Sheets + Pipefy integrations

Create Card with Pipefy 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 Card with the Pipefy API
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Getting Started

This integration creates a workflow with a Google Sheets trigger and Pipefy 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 Card action
    1. Connect your Pipefy account
    2. Select a Organization
    3. Select a Pipe
    4. Select a Phase
    5. Configure Title
  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. To use this source with a spreadsheet in a [Shared Drive](https://support.google.com/a/users/answer/9310351), use the **New Worksheet (Shared Drive, Instant)** source instead.
Version:0.0.14
Key:google_sheets-new-worksheet

Google Sheets Overview

Some examples of things you can build using the Google Sheets API include:

  • A web app that lets users input data into a Google Sheet
  • A script that automatically updates a Google Sheet with data from another
    source
  • A tool that generates graphs and charts from data in a Google Sheet
  • A service that sends data from a Google Sheet to another API or application

Trigger Code

import httpBase from "../common/http-based/sheet.mjs";
import newWorksheet from "../common/new-worksheet.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. To use this source with a spreadsheet in a [Shared Drive](https://support.google.com/a/users/answer/9310351), use the **New Worksheet (Shared Drive, Instant)** source instead.",
  version: "0.0.14",
  dedupe: "unique",
  hooks: {
    ...httpBase.hooks,
    ...newWorksheet.hooks,
  },
  props: {
    ...httpBase.props,
    ...newWorksheet.props,
  },
  methods: {
    ...httpBase.methods,
    ...newWorksheet.methods,
  },
};

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 $.service.db to maintain state between component invocations.
N/Ahttp$.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

With Google Sheets, you can create, edit, and collaborate wherever you are

Action

Description:Create a new Card in a Pipe. [See the docs here](https://api-docs.pipefy.com/reference/mutations/createCard/)
Version:0.1.2
Key:pipefy-create-card

Pipefy Overview

Using the Pipefy API, it is possible to build powerful workflows that help to streamline the entire process of managing any given task or process. The API provides access to all of Pipefy’s features, allowing developers to create custom-built workflows that are tailored for their specific needs.

With Pipefy’s API, developers can take advantage of the following:

  • Create and manage customized pipelines
  • Automatically trigger events between different phases
  • Track progress and milestones
  • Establish custom notifications
  • Manage resources

Examples of what you can build with the Pipefy API:

  • A workflow to oversee the recruitment process, from applicant submission to onboarding.
  • A workflow to organize the marketing team’s daily, weekly and monthly tasks.
  • A workflow to oversee the development of software products, from planning to the release.
  • An automated system for processing customer requests and complaints.
  • A workflow to manage product releases from inception to launch.

Action Code

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

export default {
  key: "pipefy-create-card",
  name: "Create Card",
  description: "Create a new Card in a Pipe. [See the docs here](https://api-docs.pipefy.com/reference/mutations/createCard/)",
  version: "0.1.2",
  type: "action",
  props: {
    pipefy,
    organization: {
      propDefinition: [
        pipefy,
        "organization",
      ],
    },
    pipe: {
      propDefinition: [
        pipefy,
        "pipe",
        (c) => ({
          orgId: c.organization,
        }),
      ],
      reloadProps: true,
    },
    phase: {
      propDefinition: [
        pipefy,
        "phase",
        (c) => ({
          pipeId: c.pipe,
        }),
      ],
      reloadProps: true,
    },
    title: {
      type: "string",
      label: "Title",
      description: "Title of the new card",
    },
  },
  async additionalProps() {
    const props = {};
    const startFields = this.pipe
      ? await this.pipefy.listPipeFields(this.pipe)
      : [];
    const fields = this.phase
      ? await this.pipefy.listPhaseFields(this.phase)
      : [];
    const allFields = [
      ...startFields,
      ...fields,
    ];
    for (const field of allFields) {
      props[field.id] = {
        type: "string",
        label: field.label,
        description: `Type: ${field.type}. ${field.description}`,
        optional: !field.required,
      };
      if (field.options.length > 0) {
        props[field.id].options = field.options;
      }
    }
    return props;
  },
  async run({ $ }) {
  /*
  Example query:

  mutation{
    createCard( input: {
      pipe_id: 219739
      fields_attributes: [
        {field_id: "assignee", field_value:[00000, 00001]}
        {field_id: "checklist_vertical", field_value: ["a", "b"]}
        {field_id: "email", field_value: "rocky.balboa@email.com"}
      ]
      parent_ids: ["2750027"]
    })
    { card { id title } }
  }
  */

    const fieldsAttributes = [];
    const startFields = await this.pipefy.listPipeFields(this.pipe);
    const fields = await this.pipefy.listPhaseFields(this.phase);
    const allFields = [
      ...startFields,
      ...fields,
    ];
    for (const field of allFields) {
      if (this[field.id]) {
        fieldsAttributes.push({
          field_id: field.id,
          field_value: this[field.id],
        });
      }
    }

    const variables = {
      pipeId: this.pipe,
      phaseId: this.phase,
      title: this.title,
      fieldsAttributes,
    };

    const response = await this.pipefy.createCard(variables);
    $.export("$summary", "Successfully created card");
    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
PipefypipefyappThis component uses the Pipefy app.
OrganizationorganizationstringSelect a value from the drop down menu.
PipepipestringSelect a value from the drop down menu.
PhasephasestringSelect a value from the drop down menu.
Titletitlestring

Title of the new card

Action Authentication

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

To authorize requests to the Pipefy API, you'll need to generate a Personal access token. In order to create Pipefy triggers in Pipedream, you will need to be a Pipefy administrator.

About Pipefy

Process Management, Workflow Management Software

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