Create Company with Pipeline API on Daily schedule from Schedule API

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Trigger workflow on

Daily schedule 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.

Select this integration
Configure the Daily schedule trigger
1. Connect your Schedule account
2. Configure Cron Schedule
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
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#

Daily schedule on Schedule

Description:Trigger your workflow every day.

Version:0.0.1

Key:schedule-daily

View on GitHub

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: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

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
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.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#

Create Company on Pipeline

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

View on GitHub

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.

Label	Prop	Type	Description
Pipeline	`pipeline`	`app`	This component uses the Pipeline app.
User ID	`ownerId`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	The name of the company
Email	`email`	`string`	The email address the company
Website	`website`	`string`	The company's website
Address1	`address1`	`string`	First line of business address
Address2	`address2`	`string`	Second line of business address
City	`city`	`string`	Business address city
State	`state`	`string`	Business address state
Postal Code	`postalCode`	`string`	Business address postal code
Country	`country`	`string`	Business address country
Phone	`phone`	`string`	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.

More Ways to Connect Pipeline + Schedule#

Other Popular Integrations#

Create Activity with Pipeline API on Custom Interval from Schedule API

Schedule + Pipeline

Create Company with Pipeline API on Daily schedule from Schedule API

Pipedream makes it easy to connect APIs for Pipeline, Schedule and 2,700+ other apps remarkably fast.

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

Developers ♥ Pipedream

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