← Airtable + Paymo integrations

Create Client with Paymo API on New or Modified Records in View from Airtable API

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Trigger workflow on
New or Modified Records in View from the Airtable API
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Create Client with the Paymo API
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Getting Started

This integration creates a workflow with a Airtable trigger and Paymo 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 or Modified Records in View trigger
    1. Connect your Airtable account
    2. Configure timer
    3. Select a Base
    4. Select a Table
    5. Select a View
    6. Optional- Configure Return Fields By Field ID
  3. Configure the Create Client action
    1. Connect your Paymo account
    2. Configure Name
    3. Optional- Configure Email
  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 for each new or modified record in a view
Version:0.0.6
Key:airtable_oauth-new-or-modified-records-in-view

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 moment from "moment";

export default {
  ...base,
  name: "New or Modified Records in View",
  description: "Emit new event for each new or modified record in a view",
  key: "airtable_oauth-new-or-modified-records-in-view",
  version: "0.0.6",
  type: "source",
  props: {
    ...base.props,
    tableId: {
      propDefinition: [
        base.props.airtable,
        "tableId",
        ({ baseId }) => ({
          baseId,
        }),
      ],
      description: "The table ID to watch for changes.",
    },
    viewId: {
      propDefinition: [
        base.props.airtable,
        "viewId",
        ({
          baseId, tableId,
        }) => ({
          baseId,
          tableId,
        }),
      ],
      description: "The view ID to watch for changes.",
    },
    returnFieldsByFieldId: {
      propDefinition: [
        base.props.airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  async run(event) {
    const {
      baseId,
      tableId,
      viewId,
    } = this;

    const lastTimestamp = this._getLastTimestamp();
    const params = {
      view: viewId,
      filterByFormula: `LAST_MODIFIED_TIME() > "${lastTimestamp}"`,
      returnFieldsByFieldId: this.returnFieldsByFieldId || false,
    };

    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;
    for (const record of records) {
      if (!lastTimestamp || moment(record.createdTime) > moment(lastTimestamp)) {
        record.type = "new_record";
        newRecords++;
      } else {
        record.type = "record_modified";
        modifiedRecords++;
      }

      record.metadata = metadata;

      this.$emit(record, {
        summary: `${record.type}: ${JSON.stringify(record.fields)}`,
        id: record.id,
      });
    }
    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);
  },
};

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
AirtableairtableappThis component uses the Airtable app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
BasebaseIdstringSelect a value from the drop down menu.
TabletableIdstringSelect a value from the drop down menu.
ViewviewIdstringSelect a value from the drop down menu.
Return Fields By Field IDreturnFieldsByFieldIdboolean

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

Description:Creates a client. [See the docs](https://github.com/paymoapp/api/blob/master/sections/clients.md#create).
Version:0.0.1
Key:paymo-create-client

Paymo Overview

The Paymo API offers a broad spectrum of project management functionalities, including time tracking, task management, and invoicing. By leveraging Pipedream's serverless platform, you can automate workflows spanning across these capabilities, such as syncing project updates, streamlining time entries, and managing invoices with other apps. Pipedream's no-code connectors and trigger/action mechanics enable customized integration solutions, making tedious tasks disappear.

Action Code

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

export default {
  key: "paymo-create-client",
  name: "Create Client",
  description: "Creates a client. [See the docs](https://github.com/paymoapp/api/blob/master/sections/clients.md#create).",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    name: {
      type: "string",
      label: "Name",
      description: "The name of the client.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the client.",
      optional: true,
    },
  },
  methods: {
    createClient(args = {}) {
      return this.app.create({
        path: "/clients",
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      name,
      email,
    } = this;

    const response = await this.createClient({
      step,
      data: {
        name,
        email,
      },
    });

    step.export("$summary", `Successfully created client with ID ${response.clients[0].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.

LabelPropTypeDescription
PaymoappappThis component uses the Paymo app.
Namenamestring

The name of the client.

Emailemailstring

The email of the client.

Action Authentication

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

API Keys can be generated from the Paymo application, on the My Account page. See docs.

Using an API Key is similar to Basic Auth, but instead of providing the email/password, you provide the API Key as the username and any text for the password.

About Paymo

Work Management Software for Teams

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