Create Contact with Agile CRM API on New User Created from monday API

Pipedream makes it easy to connect APIs for Agile CRM, monday and 2,900+ other apps remarkably fast.

Trigger workflow on

New User Created from the monday API

Next, do this

Create Contact with the Agile CRM API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the New User Created trigger
1. Connect your monday account
2. Configure Polling interval
Configure the Create Contact action
1. Connect your Agile CRM account
2. Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Company Name
5. Optional- Configure Email
6. Optional- Configure Phone
7. Optional- Configure Custom Fields
8. Optional- Configure Tags
9. Optional- Configure Score
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 User Created on monday

Description:Emit new event when a new user is created in Monday. [See the documentation](https://developer.monday.com/api-reference/reference/webhooks#sample-payload-for-webhook-events)

Version:0.0.11

Key:monday-new-user

View on GitHub

monday Overview#

The monday.com API unlocks the potential to automate workflows, sync data across applications, and create dynamic project management solutions. With this API on Pipedream, you can craft custom integrations that respond to events in monday.com, manipulate boards, items, and columns, and harmonize project data with third-party services to streamline operations, reduce manual workload, and ensure consistent information flow within your business ecosystem.

Trigger Code#

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

export default {
  ...common,
  key: "monday-new-user",
  name: "New User Created",
  description: "Emit new event when a new user is created in Monday. [See the documentation](https://developer.monday.com/api-reference/reference/webhooks#sample-payload-for-webhook-events)",
  type: "source",
  version: "0.0.11",
  dedupe: "unique",
  methods: {
    ...common.methods,
    generateMeta(user) {
      return {
        id: user.id,
        summary: user.name,
        ts: Date.parse(user.created_at),
      };
    },
  },
  async run() {
    const lastId = this._getLastId();
    let maxId = lastId;

    const users = await this.monday.listUsers();
    for (const user of users) {
      if (+user.id <= lastId) {
        break;
      }
      if (+user.id > maxId) {
        maxId = +user.id;
      }
      const userData = await this.monday.getUser({
        id: +user.id,
      });
      this.emitEvent(userData);
    }

    this._setLastId(maxId);
  },
};

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
monday	`monday`	`app`	This component uses the monday app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the Monday API on this schedule

Trigger Authentication#

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

About monday#

monday.com is a powerful project management system — a complete Work OS designed to help your team complete projects efficiently, collaborate effectively, and grow online.

Action#

Create Contact on Agile CRM

Description:Create a new contact in Agile CRM. [See the documentation](https://github.com/agilecrm/rest-api#13-creating-a-contact)

Version:0.0.4

Key:agile_crm-create-contact

View on GitHub

Agile CRM Overview#

The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.

Action Code#

import agileCrm from "../../agile_crm.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "agile_crm-create-contact",
  name: "Create Contact",
  description: "Create a new contact in Agile CRM. [See the documentation](https://github.com/agilecrm/rest-api#13-creating-a-contact)",
  version: "0.0.4",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    agileCrm,
    firstName: {
      propDefinition: [
        agileCrm,
        "firstName",
      ],
      optional: false,
    },
    lastName: {
      propDefinition: [
        agileCrm,
        "lastName",
      ],
    },
    company: {
      propDefinition: [
        agileCrm,
        "companyName",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        agileCrm,
        "email",
      ],
    },
    phone: {
      propDefinition: [
        agileCrm,
        "phone",
      ],
    },
    customFields: {
      propDefinition: [
        agileCrm,
        "customFields",
      ],
    },
    tags: {
      propDefinition: [
        agileCrm,
        "tags",
      ],
      optional: true,
    },
    score: {
      propDefinition: [
        agileCrm,
        "score",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      firstName,
      lastName,
      company,
      email,
      phone,
      customFields,
      score,
    } = this;

    let tags;
    if (this.tags?.length) {
      tags = Array.isArray(this.tags)
        ? this.tags
        : JSON.parse(this.tags);
    }

    const data = {
      tags,
      lead_score: score,
      properties: [
        {
          type: "SYSTEM",
          name: "first_name",
          value: firstName,
        },
        {
          type: "SYSTEM",
          name: "last_name",
          value: lastName || "",
        },
        {
          type: "SYSTEM",
          name: "company",
          value: company || "",
        },
        {
          type: "SYSTEM",
          name: "email",
          value: email || "",
        },
        {
          name: "phone",
          value: phone || "",
        },
        ...utils.getCustomFieldsProperties(customFields),
      ],
    };

    const response = await this.agileCrm.createContact({
      data,
      $,
    });

    $.export("$summary", `Successfully created contact 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
Agile CRM	`agileCrm`	`app`	This component uses the Agile CRM app.
First Name	`firstName`	`string`	The contact's first name
Last Name	`lastName`	`string`	The contact's last name
Company Name	`company`	`string`	Name of the company
Email	`email`	`string`	The contact's email address
Phone	`phone`	`string`	The contact's phone number
Custom Fields	`customFields`	`string[]`	Please provide a JSON structure like this per row: `{"name": "Field Name", "value": "Field Value"}`
Tags	`tags`	`string[]`	The tags to add to the specified contact
Score	`score`	`integer`	Amount to add to contact score. If you want to decrease the existing score, then use negative values for the score parameter.

Create Contact with Agile CRM API on New User Created from monday API

Pipedream makes it easy to connect APIs for Agile CRM, monday and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,900+apps by most popular

1
-
24
of
2,900+
apps by most popular