← Close + Airtable (OAuth) integrations

Create Comment with Airtable (OAuth) API on New Opportunity from Close API

Pipedream makes it easy to connect APIs for Airtable (OAuth), Close and 1,700+ other apps remarkably fast.

Trigger workflow on
New Opportunity from the Close API
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Create Comment with the Airtable (OAuth) API
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Getting Started

This integration creates a workflow with a Close trigger and Airtable (OAuth) 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 Opportunity trigger
    1. Connect your Close account
  3. Configure the Create Comment action
    1. Connect your Airtable (OAuth) account
    2. Select a Base
    3. Select a Table
    4. Select a Record ID
    5. Configure Comment
  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 when a new Opportunity is created
Version:0.1.0
Key:close-new-opportunity

Close Overview

With the Close API, you can build a number of applications and integrations
that can automate your sales process and make your life easier. Here are some
examples:

  • An integration that automatically updates your CRM with information from
    Close
  • A custom sales dashboard that displays your team's sales pipeline and
    performance
  • A lead capture form thatcollects information from potential customers and
    adds them to your Close account
  • An automated email campaign that sends follow-up emails to your customers
    after they purchase a product from you

Trigger Code

import common from "../common.mjs";

export default {
  ...common,
  key: "close-new-opportunity",
  name: "New Opportunity",
  description: "Emit new event when a new Opportunity is created",
  version: "0.1.0",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEvents() {
      return [
        {
          object_type: "opportunity",
          action: "created",
        },
      ];
    },
  },
};

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
ClosecloseappThis component uses the Close app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

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

API keys are per-organization and can be generated and deleted in the Settings page.

About Close

Inside Sales Software CRM with Calling & Emailing

Action

Description:Create a new comment on a record. [See the documentation](https://airtable.com/developers/web/api/create-comment)
Version:0.0.5
Key:airtable_oauth-create-comment

Airtable (OAuth) Overview

Using the Airtable API, you can build applications that can:

  • Create and manage databases
  • Add, update, and delete records
  • Search for records
  • Sort and filter records
  • Display records in a variety of ways
  • Import and export data

Action Code

import common from "../common/common.mjs";

export default {
  key: "airtable_oauth-create-comment",
  name: "Create Comment",
  description: "Create a new comment on a record. [See the documentation](https://airtable.com/developers/web/api/create-comment)",
  version: "0.0.5",
  type: "action",
  props: {
    ...common.props,
    recordId: {
      propDefinition: [
        common.props.airtable,
        "recordId",
        ({
          baseId, tableId,
        }) => ({
          baseId: baseId.value,
          tableId: tableId.value,
        }),
      ],
    },
    comment: {
      type: "string",
      label: "Comment",
      description: "The text comment",
    },
  },
  async run({ $ }) {
    const response = await this.airtable.createComment({
      baseId: this.baseId.value,
      tableId: this.tableId.value,
      recordId: this.recordId,
      data: {
        text: this.comment,
      },
      $,
    });

    if (response) {
      $.export("$summary", `Successfully created comment 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.

LabelPropTypeDescription
Airtable (OAuth)airtableappThis component uses the Airtable (OAuth) app.
BasebaseIdstringSelect a value from the drop down menu.
TabletableIdstringSelect a value from the drop down menu.
Record IDrecordIdstringSelect a value from the drop down menu.
Commentcommentstring

The text comment

Action Authentication

Airtable (OAuth) uses OAuth authentication. When you connect your Airtable (OAuth) account, Pipedream will open a popup window where you can sign into Airtable (OAuth) 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 (OAuth) 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 (OAuth)

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

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