Create Client with Moxie API on New or Modified Records from Airtable API

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New or Modified Records from the Airtable API

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Create Client with the Moxie API

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Getting Started#

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

Select this integration
Configure the New or Modified Records trigger
1. Connect your Airtable account
2. Configure timer
3. Select a Base
4. Select a Table
5. Optional- Select one or more Field IDs
6. Optional- Configure Return Fields By Field ID
Configure the Create Client action
1. Connect your Moxie account
2. Configure Name
3. Select a Type
4. Select a Currency
5. Optional- Configure First Name
6. Optional- Configure Last Name
7. Optional- Configure Email
8. Optional- Configure Phone
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 or Modified Records on Airtable

Description:Emit new event for each new or modified record in a table

Version:0.0.9

Key:airtable_oauth-new-or-modified-records

View on GitHub

Airtable Overview#

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Trigger Code#

import base from "../common/common.mjs";
import sampleEmit from "./test-event.mjs";
import moment from "moment";

export default {
  ...base,
  name: "New or Modified Records",
  key: "airtable_oauth-new-or-modified-records",
  description: "Emit new event for each new or modified record in a table",
  version: "0.0.9",
  type: "source",
  props: {
    ...base.props,
    tableId: {
      propDefinition: [
        base.props.airtable,
        "tableId",
        ({ baseId }) => ({
          baseId,
        }),
      ],
      description: "The table ID to watch for changes.",
    },
    fieldIds: {
      propDefinition: [
        base.props.airtable,
        "sortFieldId",
        ({
          baseId, tableId,
        }) => ({
          baseId,
          tableId,
        }),
      ],
      type: "string[]",
      label: "Field IDs",
      description: "Identifiers of spedific fields/columns to watch for updates",
      withLabel: true,
    },
    returnFieldsByFieldId: {
      propDefinition: [
        base.props.airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  methods: {
    ...base.methods,
    _getFieldValues() {
      return this.db.get("fieldValues") || {};
    },
    _setFieldValues(fieldValues) {
      this.db.set("fieldValues", fieldValues);
    },
    updateFieldValues(newFieldValues, record) {
      const fieldKey = this.returnFieldsByFieldId
        ? "value"
        : "label";
      for (const fieldId of this.fieldIds) {
        newFieldValues[record.id] = {
          ...newFieldValues[record.id],
          [fieldId.value]: record.fields[fieldId[fieldKey]] || null,
        };
      }
      return newFieldValues;
    },
    isUpdated(fieldValues, fieldIds, record) {
      const fieldKey = this.returnFieldsByFieldId
        ? "value"
        : "label";
      for (const fieldId of fieldIds) {
        if (!record.fields[fieldId[fieldKey]]) {
          record.fields[fieldId[fieldKey]] = null;
        }
        if (fieldValues[record.id]
          && fieldValues[record.id][fieldId.value] !== undefined
          && record.fields[fieldId[fieldKey]] !== fieldValues[record.id][fieldId.value]
        ) {
          return true;
        }
      }
      return false;
    },
  },
  async run(event) {
    const {
      baseId,
      tableId,
      viewId,
    } = this;

    const lastTimestamp = this._getLastTimestamp();
    const fieldValues = this._getFieldValues();
    const isFirstRunWithFields = this.fieldIds && Object.keys(fieldValues).length === 0;
    const params = {
      returnFieldsByFieldId: this.returnFieldsByFieldId || false,
    };
    if (!isFirstRunWithFields) {
      params.filterByFormula = `LAST_MODIFIED_TIME() > "${lastTimestamp}"`;
    }

    const records = await this.airtable.listRecords({
      baseId,
      tableId,
      params,
    });

    if (!records.length) {
      console.log("No new or modified records.");
      return;
    }

    const metadata = {
      baseId,
      tableId,
      viewId,
    };

    let newRecords = 0, modifiedRecords = 0;
    let newFieldValues = {
      ...fieldValues,
    };
    for (const record of records) {
      if (this.fieldIds) {
        newFieldValues = this.updateFieldValues(newFieldValues, record);
      }
      if (!lastTimestamp || moment(record.createdTime) > moment(lastTimestamp)) {
        record.type = "new_record";
        newRecords++;
      } else {
        if (this.fieldIds
          && (!this.isUpdated(fieldValues, this.fieldIds, record) || isFirstRunWithFields)
        ) {
          continue;
        }
        record.type = "record_modified";
        modifiedRecords++;
      }

      record.metadata = metadata;

      this.$emit(record, {
        summary: `${record.type}: ${JSON.stringify(record.fields)}`,
        id: record.id,
        ts: Date.now(),
      });
    }
    this._setFieldValues(newFieldValues);
    console.log(`Emitted ${newRecords} new records(s) and ${modifiedRecords} modified record(s).`);

    // We keep track of the timestamp of the current invocation
    this.updateLastTimestamp(event);
  },
  sampleEmit,
};

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
Airtable	`airtable`	`app`	This component uses the Airtable app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Base	`baseId`	`string`	Select a value from the drop down menu.
Table	`tableId`	`string`	Select a value from the drop down menu.
Field IDs	`fieldIds`	`string[]`	Select a value from the drop down menu.
Return Fields By Field ID	`returnFieldsByFieldId`	`boolean`	An optional boolean value that lets you return field objects where the key is the field id. This defaults to `false`, which returns field objects where the key is the field name.

Trigger Authentication#

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

About Airtable#

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

Action#

Create Client on Moxie

Description:Create a new client. [See the documentation](https://help.withmoxie.com/en/articles/8160175-create-client)

Version:0.0.1

Key:moxie-create-client

View on GitHub

Moxie Overview#

The Moxie API provides tools to facilitate customer engagement through chat and messaging services. With this API, you can integrate real-time chat capabilities, manage conversations, and leverage customer data to provide personalized support. On Pipedream, you can use the Moxie API to create automated workflows that respond to events in Moxie, such as new messages or chat engagements, and connect them with other services to enhance customer support, automate responses, and streamline communication processes.

Action Code#

import moxie from "../../moxie.app.mjs";
import currency from "currency-codes/data.js";

export default {
  key: "moxie-create-client",
  name: "Create Client",
  version: "0.0.1",
  description: "Create a new client. [See the documentation](https://help.withmoxie.com/en/articles/8160175-create-client)",
  type: "action",
  props: {
    moxie,
    name: {
      type: "string",
      label: "Name",
      description: "The name of the client",
    },
    clientType: {
      type: "string",
      label: "Type",
      description: "The type of client",
      options: [
        "Client",
        "Prospect",
      ],
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "Valid [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217) currency code",
      default: "USD",
      async options() {
        return currency.map(({
          code: value, currency: label,
        }) => ({
          value,
          label,
        }));
      },
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the client's primary contact",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the client's primary contact",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the client's primary contact",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the client's primary contact",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      name: this.name,
      clientType: this.clientType,
      currency: this.currency,
      contacts: [
        {
          firstName: this.firstName,
          lastName: this.lastName,
          email: this.email,
          phone: this.phone,
          defaultContact: true,
        },
      ],
    };

    const response = await this.moxie.createClient({
      data,
      $,
    });

    if (response.id) {
      $.export("$summary", `Successfully created client with ID ${response.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
Moxie	`moxie`	`app`	This component uses the Moxie app.
Name	`name`	`string`	The name of the client
Type	`clientType`	`string`	Select a value from the drop down menu:`ClientProspect`
Currency	`currency`	`string`	Select a value from the drop down menu.
First Name	`firstName`	`string`	First name of the client's primary contact
Last Name	`lastName`	`string`	Last name of the client's primary contact
Email	`email`	`string`	Email address of the client's primary contact
Phone	`phone`	`string`	Phone number of the client's primary contact

Action Authentication#

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

To retrieve your API Key and Base URL,

Navigate to your Moxie account and sign in
Pull up the “Workspace settings” menu on the bottom left
Go to “Connected Apps” > “Integrations” > "Enable custom integrations"

About Moxie#

Moxie is a set of stupid-good tools work for you. Features Client management Invoices Project management Time tracking Accounting Collaborators Proposals & more.

More Ways to Connect Moxie + Airtable#

Other Popular Integrations#

Create Client with Moxie API on New Field from Airtable API

Airtable + Moxie

Create Client with Moxie API on New or Modified Records from Airtable API

Pipedream makes it easy to connect APIs for Moxie, Airtable 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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