Create Contact with Agile CRM API on Weekly schedule from Schedule API

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Trigger workflow on

Weekly schedule from the Schedule API

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Create Contact with the Agile CRM API

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Getting Started#

This integration creates a workflow with a Schedule 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 Weekly schedule trigger
1. Connect your Schedule account
2. Configure Cron Schedule
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#

Weekly schedule on Schedule

Description:Trigger your workflow on one or more days each week at a specific time (with timezone support).

Version:0.0.1

Key:schedule-weekly

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: "Weekly schedule",
  version: "0.0.1",
  key: "schedule-weekly",
  type: "source",
  description: "Trigger your workflow on one or more days each week at a specific time (with timezone support).",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 10 * * 1",
      },
    },
  },
};

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 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:0.0.3

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: "0.0.3",
  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.

Action Authentication#

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

You may access the API Key from Admin Settings -> API & Analytics -> API Key.
Your username is the email address you use to log into Agile CRM.
If your Agile CRM URL is https://12345678.agilecrm.com/, your domain is 12345678.

Create Contact with Agile CRM API on Weekly schedule from Schedule API

Pipedream makes it easy to connect APIs for Agile CRM, Schedule and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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