Create Contact with Agiled API on New Account Event from Salesflare API

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

Trigger workflow on

New Account Event from the Salesflare API

Next, do this

Create Contact with the Agiled 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 Salesflare trigger and Agiled action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Account Event trigger
1. Connect your Salesflare account
2. Configure timer
Configure the Create Contact action
1. Connect your Agiled account
2. Configure First Name
3. Optional- Configure Last Name
4. Configure Email
5. Optional- Configure Phone
6. Optional- Configure Job Title
7. Optional- Configure Note
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 Account Event on Salesflare

Description:Emit new events when new accounts are created. [See the docs](https://api.salesflare.com/docs#operation/getAccounts)

Version:0.0.1

Key:salesflare-new-account

View on GitHub

Salesflare Overview#

The Salesflare API on Pipedream enables the automation of CRM tasks, enhancing customer relationship management with minimal manual effort. It provides seamless integration with Salesflare's functionalities such as managing contacts, accounts, opportunities, and tasks. By tapping into this API, you can synchronize customer data, automate follow-up reminders, or trigger personalized campaigns based on customer interactions. Essentially, it offers a bridge between Salesflare's rich CRM features and the plethora of apps supported by Pipedream, allowing for sophisticated, custom automation workflows that save time and boost efficiency.

Trigger Code#

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

export default {
  ...common,
  key: "salesflare-new-account",
  name: "New Account Event",
  description: "Emit new events when new accounts are created. [See the docs](https://api.salesflare.com/docs#operation/getAccounts)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.app.getAccounts;
    },
    getSummary(item) {
      return `New account ${item.name} (ID: ${item.id})`;
    },
  },
};

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
Salesflare	`app`	`app`	This component uses the Salesflare app.
	`timer`	`$.interface.timer`
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

You can make an API key in "Settings" > "API keys", and click on the large orange "+" button on the bottom right of the screen to create an API key.

About Salesflare#

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

Action#

Create Contact on Agiled

Description:Creates a new contact in Agiled. [See the documentation](https://my.agiled.app/developers)

Version:0.0.1

Key:agiled-create-contact

View on GitHub

Agiled Overview#

Agiled is a business management platform designed to streamline operations like CRM, project management, finances, and more. Through its API, you can automate various aspects of business management by creating, updating, and retrieving data on leads, customers, projects, tasks, invoices, and payments. Leveraging the Agiled API on Pipedream allows you to connect and automate these operations with hundreds of other apps and services to create custom workflows, facilitating data synchronization, event-driven actions, and time-saving automations.

Action Code#

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

export default {
  key: "agiled-create-contact",
  name: "Create Contact",
  description: "Creates a new contact in Agiled. [See the documentation](https://my.agiled.app/developers)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the contact",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the contact",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email of the contact",
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the contact",
      optional: true,
    },
    jobTitle: {
      type: "string",
      label: "Job Title",
      description: "Job title of the contact",
      optional: true,
    },
    note: {
      type: "string",
      label: "Note",
      description: "Note of the contact",
      optional: true,
    },
  },
  methods: {
    createContact(args = {}) {
      return this.app.post({
        path: "/contacts",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createContact,
      firstName,
      lastName,
      email,
      phone,
      jobTitle,
      note,
    } = this;

    const response = await createContact({
      $,
      data: {
        first_name: firstName,
        last_name: lastName,
        email,
        phone,
        job_title: jobTitle,
        note,
      },
    });

    $.export("$summary", `Successfully created contact with ID \`${response.data.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
Agiled	`app`	`app`	This component uses the Agiled app.
First Name	`firstName`	`string`	First name of the contact
Last Name	`lastName`	`string`	Last name of the contact
Email	`email`	`string`	Email of the contact
Phone	`phone`	`string`	Phone number of the contact
Job Title	`jobTitle`	`string`	Job title of the contact
Note	`note`	`string`	Note of the contact

Action Authentication#

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

To retrieve your API key,

Navigate to your Agiled account and sign in
Go to “Profile” > “API Settings”

Create Contact with Agiled API on New Account Event from Salesflare API

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

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

Developers ♥ Pipedream

1-24of2,700+apps by most popular

1
-
24
of
2,700+
apps by most popular