← Schedule + Pipeline integrations

Create Company with Pipeline API on Custom Interval from Schedule API

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Trigger workflow on
Custom Interval from the Schedule API
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Create Company with the Pipeline API
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Getting Started

This integration creates a workflow with a Schedule trigger and Pipeline 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 Custom Interval trigger
    1. Connect your Schedule account
    2. Configure Cron Schedule
  3. Configure the Create Company action
    1. Connect your Pipeline account
    2. Optional- Select a User ID
    3. Configure Name
    4. Optional- Configure Email
    5. Optional- Configure Website
    6. Optional- Configure Address1
    7. Optional- Configure Address2
    8. Optional- Configure City
    9. Optional- Configure State
    10. Optional- Configure Postal Code
    11. Optional- Configure Country
    12. Optional- Configure Phone
  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:Trigger your workflow every N hours, minutes or seconds.
Version:0.0.2
Key:schedule-custom-interval

Schedule Overview

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code

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

export default {
  name: "Custom Interval",
  version: "0.0.2",
  key: "schedule-custom-interval",
  type: "source",
  description: "Trigger your workflow every N hours, minutes or seconds.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
    },
  },
};

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
SchedulescheduleappThis component uses the Schedule app.
Cron Schedulecron$.interface.timer

Enter a cron expression

Trigger Authentication

The Schedule API does not require authentication.

About Schedule

Trigger workflows on an interval or cron schedule.

Action

Description:Creates a new company in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Companies/paths/~1companies/post)
Version:0.0.1
Key:pipeline-create-company

Pipeline Overview

The Pipeline API on Pipedream enables you to design robust automations that streamline your sales and engagement processes. By leveraging this API, you can programmatically manage your sales pipeline, track email interactions, and book meetings automatically. Create triggers based on email events, update deals based on customer actions, or sync your sales data with other platforms for deeper analysis. With Pipedream's serverless architecture, you can create workflows that respond in real-time, ensuring your sales team has the freshest information at their fingertips.

Action Code

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

export default {
  name: "Create Company",
  key: "pipeline-create-company",
  description: "Creates a new company in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Companies/paths/~1companies/post)",
  version: "0.0.1",
  type: "action",
  props: {
    pipeline,
    ownerId: {
      propDefinition: [
        pipeline,
        "userId",
      ],
    },
    name: {
      propDefinition: [
        pipeline,
        "name",
      ],
      description: "The name of the company",
    },
    email: {
      propDefinition: [
        pipeline,
        "email",
      ],
      description: "The email address the company",
    },
    website: {
      propDefinition: [
        pipeline,
        "website",
      ],
    },
    address1: {
      propDefinition: [
        pipeline,
        "address1",
      ],
    },
    address2: {
      propDefinition: [
        pipeline,
        "address2",
      ],
    },
    city: {
      propDefinition: [
        pipeline,
        "city",
      ],
    },
    state: {
      propDefinition: [
        pipeline,
        "state",
      ],
    },
    postalCode: {
      propDefinition: [
        pipeline,
        "postalCode",
      ],
    },
    country: {
      propDefinition: [
        pipeline,
        "country",
      ],
    },
    phone: {
      propDefinition: [
        pipeline,
        "phone",
      ],
      description: "Primary business number",
    },
  },
  async run({ $ }) {
    const data = {
      company: {
        owner_id: this.ownerId,
        name: this.name,
        email: this.email,
        web: this.website,
        address_1: this.address1,
        address_2: this.address2,
        city: this.city,
        state: this.state,
        postal_code: this.postalCode,
        country: this.country,
        phone1: this.phone,
      },
    };

    const response = await this.pipeline.createCompany({
      data,
      $,
    });

    $.export("$summary", `Successfully created Company 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
PipelinepipelineappThis component uses the Pipeline app.
User IDownerIdstringSelect a value from the drop down menu.
Namenamestring

The name of the company

Emailemailstring

The email address the company

Websitewebsitestring

The company's website

Address1address1string

First line of business address

Address2address2string

Second line of business address

Citycitystring

Business address city

Statestatestring

Business address state

Postal CodepostalCodestring

Business address postal code

Countrycountrystring

Business address country

Phonephonestring

Primary business number

Action Authentication

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

To get your API Key, sign in to your Pipeline account, then Account Settings -> API Integrations -> View API Keys.

About Pipeline

Pipeline is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use Pipeline to manage their sales.

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