Create Client with Credit Repair Cloud API on New Scheduled Tasks from AWS API

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New Scheduled Tasks from the AWS API

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Create Client with the Credit Repair Cloud API

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Getting Started#

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

Select this integration
Configure the New Scheduled Tasks trigger
1. Connect your AWS account
2. Select a AWS Region
3. Optional- Configure Secret
Configure the Create Client action
1. Connect your Credit Repair Cloud account
2. Select a Type
3. Configure First Name
4. Configure Last Name
5. Optional- Configure Middle Name
6. Optional- Configure Suffix
7. Optional- Configure Email
8. Optional- Configure Home Phone
9. Optional- Configure Work Phone
10. Optional- Configure Mobile Phone
11. Optional- Configure Street Address
12. Optional- Configure City
13. Optional- Configure State
14. Optional- Configure Post Code
15. Optional- Configure SSN
16. Optional- Configure Birth Date
17. Optional- Configure Memo
18. Optional- Configure Previous Mailing Address
19. Optional- Configure Previous City
20. Optional- Configure Previous State
21. Optional- Configure Previous Zip
22. Optional- Configure Client Assigned To
23. Optional- Select a Client Portal Access
24. Optional- Configure Client User ID
25. Optional- Configure Client Agreement
26. Optional- Select a Send Setup Password Info Via Email
27. Optional- Configure Referred By First Name
28. Optional- Configure Referred By Last Name
29. Optional- Configure Referred By Email
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 Scheduled Tasks on AWS

Description:Creates a Step Function State Machine to publish a message to an SNS topic at a specific timestamp. The SNS topic delivers the message to this Pipedream source, and the source emits it as a new event.

Version:0.4.2

Key:aws-new-scheduled-tasks

View on GitHub

AWS Overview#

The AWS API unlocks endless possibilities for automation with Pipedream. With this powerful combo, you can manage your AWS services and resources, automate deployment workflows, process data, and react to events across your AWS infrastructure. Pipedream offers a serverless platform for creating workflows triggered by various events that can execute AWS SDK functions, making it an efficient tool to integrate, automate, and orchestrate tasks across AWS services and other apps.

Trigger Code#

import base from "../common/scheduled.mjs";
import { toSingleLineString } from "../../common/utils.mjs";

export default {
  ...base,
  key: "aws-new-scheduled-tasks",
  name: "New Scheduled Tasks",
  description: toSingleLineString(`
    Creates a Step Function State Machine to publish a message
    to an SNS topic at a specific timestamp. The SNS topic delivers
    the message to this Pipedream source, and the source emits it as a new event.
  `),
  version: "0.4.2",
  type: "source",
  dedupe: "unique", // Dedupe on SNS message ID
  methods: {
    ...base.methods,
    getStateMachineDefinition() {
      const { PD_COMPONENT: componentId } = process.env;
      const topicArn = this.getTopicArn();
      return {
        Comment: `Task Scheduler for Pipedream component ${componentId}`,
        StartAt: "Wait",
        States: {
          Wait: {
            Comment: "Wait until specified timestamp",
            Type: "Wait",
            TimestampPath: "$.timestamp",
            Next: "SendMessageToSNS",
          },
          SendMessageToSNS: {
            Type: "Task",
            Resource: "arn:aws:states:::sns:publish",
            Parameters: {
              "TopicArn": topicArn,
              "Message.$": "$",
            },
            End: true,
          },
        },
      };
    },
    getStateMachinePermissions() {
      const topicArn = this.getTopicArn();
      const document = {
        Version: "2012-10-17",
        Statement: [
          {
            Effect: "Allow",
            Action: [
              "sns:Publish",
            ],
            Resource: [
              topicArn,
            ],
          },
        ],
      };
      const name = "publish-messages-to-pipedream-sns-topic";
      return {
        document,
        name,
      };
    },
  },
};

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
AWS	`aws`	`app`	This component uses the AWS app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.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.
AWS Region	`region`	`string`	Select a value from the drop down menu.
Secret	`secret`	`string`	Optional but recommended: if you enter a secret here, you must pass this value in the `secret` parameter of each HTTP POST request

Trigger Authentication#

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

Follow the AWS Instructions for creating an IAM user with an associated access and secret key.

As a best practice, attach the minimum set of IAM permissions necessary to perform the specific task in Pipedream. If your workflow only needs to perform a single API call, you should create a user and associate an IAM group / policy with permission to do only that task. You can create as many linked AWS accounts in Pipedream as you'd like.

Enter your access and secret key below.

About AWS#

Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.

Action#

Create Client on Credit Repair Cloud

Description:Create Client [See the documentation](https://app.creditrepaircloud.com/webapi/examples).

Version:0.0.1

Key:credit_repair_cloud-create-client

View on GitHub

Credit Repair Cloud Overview#

Credit Repair Cloud API provides a suite of tools to manage and automate tasks for credit repair businesses. With this API, you can create and manage clients, leads, affiliates, and credit reports, as well as automate the credit repair process. Integrating this API with Pipedream allows you to build serverless workflows that can harness data from Credit Repair Cloud and connect it with other services to enhance your credit repair operations.

Action Code#

import {
  checkForSuccess,
  convertToJSON,
  convertToXML,
  getResult,
} from "../../common/xml.mjs";
import app from "../../credit_repair_cloud.app.mjs";

export default {
  name: "Create Client",
  description: "Create Client [See the documentation](https://app.creditrepaircloud.com/webapi/examples).",
  key: "credit_repair_cloud-create-client",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    type: {
      propDefinition: [
        app,
        "type",
      ],
    },
    firstname: {
      propDefinition: [
        app,
        "firstname",
      ],
    },
    lastname: {
      propDefinition: [
        app,
        "lastname",
      ],
    },
    middlename: {
      propDefinition: [
        app,
        "middlename",
      ],
    },
    suffix: {
      propDefinition: [
        app,
        "suffix",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    phone_home: {
      propDefinition: [
        app,
        "phone_home",
      ],
    },
    phone_work: {
      propDefinition: [
        app,
        "phone_work",
      ],
    },
    phone_mobile: {
      propDefinition: [
        app,
        "phone_mobile",
      ],
    },
    street_address: {
      propDefinition: [
        app,
        "street_address",
      ],
    },
    city: {
      propDefinition: [
        app,
        "city",
      ],
    },
    state: {
      propDefinition: [
        app,
        "state",
      ],
    },
    post_code: {
      propDefinition: [
        app,
        "post_code",
      ],
    },
    ssno: {
      propDefinition: [
        app,
        "ssno",
      ],
    },
    birth_date: {
      propDefinition: [
        app,
        "birth_date",
      ],
    },
    memo: {
      propDefinition: [
        app,
        "memo",
      ],
    },
    previous_mailing_address: {
      propDefinition: [
        app,
        "previous_mailing_address",
      ],
    },
    previous_city: {
      propDefinition: [
        app,
        "previous_city",
      ],
    },
    previous_state: {
      propDefinition: [
        app,
        "previous_state",
      ],
    },
    previous_zip: {
      propDefinition: [
        app,
        "previous_zip",
      ],
    },
    client_assigned_to: {
      propDefinition: [
        app,
        "client_assigned_to",
      ],
    },
    client_portal_access: {
      propDefinition: [
        app,
        "client_portal_access",
      ],
    },
    client_userid: {
      propDefinition: [
        app,
        "client_userid",
      ],
    },
    client_agreement: {
      propDefinition: [
        app,
        "client_agreement",
      ],
    },
    send_setup_password_info_via_email: {
      propDefinition: [
        app,
        "send_setup_password_info_via_email",
      ],
    },
    referred_by_firstname: {
      propDefinition: [
        app,
        "referred_by_firstname",
      ],
    },
    referred_by_lastname: {
      propDefinition: [
        app,
        "referred_by_lastname",
      ],
    },
    referred_by_email: {
      propDefinition: [
        app,
        "referred_by_email",
      ],
    },
  },
  async run({ $ }) {
    const {
      app,
      ...data
    } = this;
    const xml = convertToXML({
      lead: {
        ...data,
      },
    });
    const resRaw = await app.createClient(xml);
    const resJson = await convertToJSON(resRaw);
    checkForSuccess(resJson);

    const res = getResult(resJson);
    $.export("summary", `Client created successfully with id "${res.id}".`);
    return res;
  },
};

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
Credit Repair Cloud	`app`	`app`	This component uses the Credit Repair Cloud app.
Type	`type`	`string`	Select a value from the drop down menu:`ClientLeadLead/InactiveInactiveSuspended`
First Name	`firstname`	`string`	First name should be in string format.
Last Name	`lastname`	`string`	Last name should be in string format.
Middle Name	`middlename`	`string`	Middle name should be in string format.
Suffix	`suffix`	`string`	Suffix should be in string format.
Email	`email`	`string`	Email should be in email format.
Home Phone	`phone_home`	`integer`	Home Phone should be in 10 digit number format.
Work Phone	`phone_work`	`integer`	Work Phone should be in 10 digit number format.
Mobile Phone	`phone_mobile`	`string`	Mobile Phone format should be in (999) 999-9999.
Street Address	`street_address`	`string`	Street Address should be in string format.
City	`city`	`string`	City should be in string format.
State	`state`	`string`	State should be in abbreviations format.
Post Code	`post_code`	`integer`	Post code should be in number format.
SSN	`ssno`	`integer`	Social Security no.should be in 4 digit number format.
Birth Date	`birth_date`	`string`	Birth date should be in in mm/dd/yyyy format.
Memo	`memo`	`string`	Memo should be in string format.
Previous Mailing Address	`previous_mailing_address`	`string`	Previous mailing address should be in string format. Previous mailing address (only if at current mailing address for less than 2 years)
Previous City	`previous_city`	`string`	Previous City should be in string format.
Previous State	`previous_state`	`string`	Previous State should be in abbreviations format.
Previous Zip	`previous_zip`	`integer`	Previous zip should be in number format.
Client Assigned To	`client_assigned_to`	`string`	Name of team members with comma separator for assing team members to client. Note: Pls login and go to https://app.creditrepaircloud.com/mycompany/team and Copy team member name in xml
Client Portal Access	`client_portal_access`	`string`	Select a value from the drop down menu:`OnOff`
Client User ID	`client_userid`	`string`	Userid same as email Note: Only accepted if client_portal_access is on
Client Agreement	`client_agreement`	`string`	Agreement name should be in alphanumeric string. Note: Pls login and go to https://app.creditrepaircloud.com/mycompany/agreement and Copy agreement name in xml. Note: Only accepted if client_portal_access is on
Send Setup Password Info Via Email	`send_setup_password_info_via_email`	`string`	Select a value from the drop down menu:`YesNo`
Referred By First Name	`referred_by_firstname`	`string`	Referred by first name should be in string format.
Referred By Last Name	`referred_by_lastname`	`string`	Referred by last name should be in string format.
Referred By Email	`referred_by_email`	`string`	Email should be in email format.

Action Authentication#

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

To retrieve your API Key & Secret,

Navigate to your Credit Repair Cloud account and sign in
Go to “My Company” > “API & Automations” > “API Credentials”

About Credit Repair Cloud#

The industry leader in Credit Repair software. A remote-first company dedicated to empowerment & entrepreneurship.

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Pipedream makes it easy to connect APIs for Credit Repair Cloud, AWS and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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