Create Client with Jobber API on Box Changed Pipeline (Instant) from Streak API

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Box Changed Pipeline (Instant) from the Streak API

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Create Client with the Jobber API

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Getting Started#

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

Select this integration
Configure the Box Changed Pipeline (Instant) trigger
1. Connect your Streak account
2. Select a Pipeline
Configure the Create Client action
1. Connect your Jobber account
2. Configure Email
3. Optional- Configure First Name
4. Configure Last Name
5. Optional- Configure Is Company?
6. Optional- Configure Company Name
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#

Box Changed Pipeline (Instant) on Streak

Description:Emit new event when a box changes pipelines.

Version:0.0.2

Key:streak-box-changed-pipeline

View on GitHub

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.

Trigger Code#

import common from "../common/pipeline-based.mjs";

export default {
  ...common,
  key: "streak-box-changed-pipeline",
  name: "Box Changed Pipeline (Instant)",
  description: "Emit new event when a box changes pipelines.",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getHistoricalEvents(limit) {
      return this.streak.listBoxes({
        pipelineId: this.pipelineId,
        params: {
          limit,
          sortBy: "lastUpdatedTimestamp",
        },
      });
    },
    getEventType() {
      return "BOX_CHANGE_PIPELINE";
    },
    generateMeta(box) {
      return {
        id: box.lastUpdatedTimestamp,
        summary: box.name,
        ts: box.lastUpdatedTimestamp,
      };
    },
  },
};

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
Streak	`streak`	`app`	This component uses the Streak 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.
Pipeline	`pipelineId`	`string`	Select a value from the drop down menu.

Trigger 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.

Action#

Create Client on Jobber

Description:Generates a new client within Jobber. [See the documentation](https://developer.getjobber.com/docs)

Version:0.0.4

Key:jobber-create-client

View on GitHub

Jobber Overview#

The Jobber API allows for the automation of service business operations, such as scheduling jobs, managing clients, and invoicing. By pairing it with Pipedream, you can craft powerful serverless workflows that react to events in Jobber or integrate with other services to streamline your business processes. With Pipedream’s ability to connect to hundreds of apps, you can create custom automations without writing a lot of code, handling everything from data transformations to complex logic.

Action Code#

import jobber from "../../jobber.app.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  key: "jobber-create-client",
  name: "Create Client",
  description: "Generates a new client within Jobber. [See the documentation](https://developer.getjobber.com/docs)",
  version: "0.0.4",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    jobber,
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the client",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the client",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the client",
    },
    isCompany: {
      type: "boolean",
      label: "Is Company?",
      description: "Set to `true` to specify that the client is a company",
      default: false,
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Company name of the client",
      optional: true,
    },
  },
  async run({ $ }) {
    if (this.isCompany && !this.companyName) {
      throw new ConfigurationError("Company Name must be provided.");
    }
    if (!this.isCompany && !this.lastName) {
      throw new ConfigurationError("Last name must be provided");
    }

    const {
      firstName = "",
      lastName = "",
      isCompany,
      companyName = "",
      email,
    } = this;

    const emails = `[{description: MAIN, primary: true, address: "${email}"}]`;

    const response = await this.jobber.post({
      $,
      data: {
        query: `mutation CreateClient {
          clientCreate(
            input: {firstName: "${firstName}", lastName: "${lastName}", isCompany: ${isCompany},
            companyName: "${companyName}", emails: ${emails}}
          ) {
            client {
              id
              firstName
              lastName
              companyName
            }
          }
        }`,
        operationName: "CreateClient",
      },
    });
    if (response.errors) {
      throw new Error(response.errors[0].message);
    }
    $.export("$summary", `Successfully created client with ID ${response.data.clientCreate.client.id}`);
    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
Jobber	`jobber`	`app`	This component uses the Jobber app.
Email	`email`	`string`	Email address of the client
First Name	`firstName`	`string`	First name of the client
Last Name	`lastName`	`string`	Last name of the client
Is Company?	`isCompany`	`boolean`	Set to `true` to specify that the client is a company
Company Name	`companyName`	`string`	Company name of the client

Action Authentication#

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

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

Create Client with Jobber API on Box Changed Pipeline (Instant) from Streak API

Pipedream makes it easy to connect APIs for Jobber, Streak and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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