Create Contact with Clientify API on New or Updated Row from PostgreSQL API

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Trigger workflow on

New or Updated Row from the PostgreSQL API

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Create Contact with the Clientify API

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Getting Started#

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

Select this integration
Configure the New or Updated Row trigger
1. Connect your PostgreSQL account
2. Configure Polling Interval
3. Select a Schema
4. Select a Table
5. Select a Identifier Column
6. Select a Timestamp Column
Configure the Create Contact action
1. Connect your Clientify account
2. Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Email
5. Optional- Configure Phone
6. Optional- Select a Status
7. Optional- Configure Title
8. Optional- Configure Company
9. Optional- Configure Contact Type
10. Optional- Configure Contact Source
11. Optional- Select a Address Type
12. Optional- Configure Street
13. Optional- Configure City
14. Optional- Configure State
15. Optional- Configure Country
16. Optional- Configure Postal Code
17. Optional- Configure Custom Fields
18. Optional- Configure Description
19. Optional- Configure Remarks
20. Optional- Configure Summary
21. Optional- Configure Message
22. Optional- Configure Last Contact
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 or Updated Row on PostgreSQL

Description:Emit new event when a row is added or modified. [See the documentation](https://node-postgres.com/features/queries)

Version:2.0.6

Key:postgresql-new-or-updated-row

View on GitHub

PostgreSQL Overview#

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Trigger Code#

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

export default {
  ...common,
  name: "New or Updated Row",
  key: "postgresql-new-or-updated-row",
  description: "Emit new event when a row is added or modified. [See the documentation](https://node-postgres.com/features/queries)",
  version: "2.0.6",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    schema: {
      propDefinition: [
        common.props.postgresql,
        "schema",
      ],
    },
    table: {
      propDefinition: [
        common.props.postgresql,
        "table",
        (c) => ({
          schema: c.schema,
        }),
      ],
    },
    identifierColumn: {
      label: "Identifier Column",
      propDefinition: [
        common.props.postgresql,
        "column",
        (c) => ({
          table: c.table,
          schema: c.schema,
        }),
      ],
      description: "The column to identify an unique row, commonly it's `id` or `uuid`.",
    },
    timestampColumn: {
      label: "Timestamp Column",
      propDefinition: [
        common.props.postgresql,
        "column",
        (c) => ({
          table: c.table,
          schema: c.schema,
        }),
      ],
      description: "A datetime column, such as 'date_updated' or 'last_modified' that is set to the current datetime when a row is updated.",
    },
  },
  hooks: {
    async deploy() {
      await this.initialRows(
        this.schema,
        this.table,
        this.timestampColumn,
        this.limit,
      );
    },
  },
  methods: {
    ...common.methods,
    generateMeta(row, column) {
      return {
        id: `${row[this.identifierColumn]}-${row[column]}`,
        summary: "Row Added/Updated",
        ts: row[column],
      };
    },
  },
  async run() {
    await this.newRows(this.schema, this.table, this.timestampColumn);
  },
};

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
PostgreSQL	`postgresql`	`app`	This component uses the PostgreSQL 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 API on this schedule
Schema	`schema`	`string`	Select a value from the drop down menu.
Table	`table`	`string`	Select a value from the drop down menu.
Identifier Column	`identifierColumn`	`string`	Select a value from the drop down menu.
Timestamp Column	`timestampColumn`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Before you connect to your PostgreSQL database from Pipedream, please make sure your database is either:

Accessible from the public internet (You may need to add a firewall rule on 0.0.0.0/0 on port 5432), or
Accessible from a static IP that you've configured from a VPC in Pipedream, and enabled the workflow to connect through that VPC

SSL Setup

Configure SSL on your PostgreSQL database by providing the CA (Certificate Authority), and choosing between Full Verification (default), or Skip Verification. Skipping verification is not recommended as this has serious security implications.

About PostgreSQL#

PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.

Action#

Create Contact on Clientify

Description:Create a new contact. [See the documentation](https://developer.clientify.com/#8c678e88-4315-4470-a072-d6b659ace6e8)

Version:0.0.1

Key:clientify-create-contact

View on GitHub

Clientify Overview#

The Clientify API enables automation and integration of Clientify's CRM functions within Pipedream. This API allows you to manage contacts, accounts, deals, and tasks, streamlining your customer relationship management. With Pipedream, you can harness these capabilities to create custom workflows that trigger actions within Clientify, respond to events, or connect with other apps to enhance productivity and data utilization.

Action Code#

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

export default {
  key: "clientify-create-contact",
  name: "Create Contact",
  version: "0.0.1",
  description: "Create a new contact. [See the documentation](https://developer.clientify.com/#8c678e88-4315-4470-a072-d6b659ace6e8)",
  type: "action",
  props: {
    clientify,
    firstName: {
      propDefinition: [
        clientify,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        clientify,
        "lastName",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        clientify,
        "email",
      ],
      optional: true,
    },
    phone: {
      propDefinition: [
        clientify,
        "phone",
      ],
      optional: true,
    },
    status: {
      propDefinition: [
        clientify,
        "status",
      ],
      optional: true,
    },
    title: {
      propDefinition: [
        clientify,
        "title",
      ],
      optional: true,
    },
    company: {
      propDefinition: [
        clientify,
        "company",
      ],
      optional: true,
    },
    contactType: {
      propDefinition: [
        clientify,
        "contactType",
      ],
      optional: true,
    },
    contactSource: {
      propDefinition: [
        clientify,
        "contactSource",
      ],
      optional: true,
    },
    addressType: {
      propDefinition: [
        clientify,
        "addressType",
      ],
      optional: true,
    },
    street: {
      propDefinition: [
        clientify,
        "street",
      ],
      optional: true,
    },
    city: {
      propDefinition: [
        clientify,
        "city",
      ],
      optional: true,
    },
    state: {
      propDefinition: [
        clientify,
        "state",
      ],
      optional: true,
    },
    country: {
      propDefinition: [
        clientify,
        "country",
      ],
      optional: true,
    },
    postalCode: {
      propDefinition: [
        clientify,
        "postalCode",
      ],
      optional: true,
    },
    customFields: {
      propDefinition: [
        clientify,
        "customFields",
      ],
      optional: true,
    },
    description: {
      propDefinition: [
        clientify,
        "description",
      ],
      optional: true,
    },
    remarks: {
      propDefinition: [
        clientify,
        "remarks",
      ],
      optional: true,
    },
    summary: {
      propDefinition: [
        clientify,
        "summary",
      ],
      optional: true,
    },
    message: {
      propDefinition: [
        clientify,
        "message",
      ],
      optional: true,
    },
    lastContact: {
      propDefinition: [
        clientify,
        "lastContact",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      firstName,
      lastName,
      contactType,
      contactSource,
      addressType,
      street,
      city,
      state,
      country,
      postalCode,
      customFields,
      lastContact,
      ...data
    } = this;

    const response = await this.clientify.createContact({
      $,
      data: {
        ...data,
        first_name: firstName,
        last_name: lastName,
        contact_type: contactType,
        contact_source: contactSource,
        address: [
          {
            street,
            city,
            state,
            country,
            postal_code: postalCode,
            type: addressType,
          },
        ],
        custom_fields: customFields && Object.keys(customFields).map((key) => ({
          field: key,
          value: customFields[key],
        })),
        last_contact: lastContact,
      },
    });

    $.export("$summary", `A new contact with Id: ${response.id} was successfully created!`);
    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
Clientify	`clientify`	`app`	This component uses the Clientify app.
First Name	`firstName`	`string`	Contact's first name.
Last Name	`lastName`	`string`	Contact's last name.
Email	`email`	`string`	Contact's email.
Phone	`phone`	`string`	Contact's phone.
Status	`status`	`string`	Select a value from the drop down menu:`{ "label": "Visitor", "value": "visitor" }{ "label": "Not Qualified Lead", "value": "not-qualified-lead" }{ "label": "Cold Lead", "value": "cold-lead" }{ "label": "Warm Lead", "value": "warm-lead" }{ "label": "Hot Lead", "value": "hot-lead" }{ "label": "Lost Lead", "value": "lost-lead" }{ "label": "In Deal", "value": "in-deal" }{ "label": "Customer", "value": "client" }{ "label": "Lost Customer", "value": "lost-client" }{ "label": "Other", "value": "other" }`
Title	`title`	`string`	Contact's title.
Company	`company`	`string`	Contact's company name.
Contact Type	`contactType`	`string`	Contact type.
Contact Source	`contactSource`	`string`	Contact source.
Address Type	`addressType`	`integer`	Select a value from the drop down menu:`{ "label": "Work", "value": 1 }{ "label": "Home", "value": 2 }{ "label": "Billing", "value": 3 }{ "label": "Other", "value": 4 }{ "label": "Main", "value": 5 }`
Street	`street`	`string`	The address' street.
City	`city`	`string`	The address' city.
State	`state`	`string`	The address' state.
Country	`country`	`string`	The address' country.
Postal Code	`postalCode`	`string`	The address' postal code.
Custom Fields	`customFields`	`object`	Contact's custom fields.
Description	`description`	`string`	Contact's decription.
Remarks	`remarks`	`string`	Contact's remarks.
Summary	`summary`	`string`	Contact's summary.
Message	`message`	`string`	Message text to be shown in the contact wall.
Last Contact	`lastContact`	`string`	Last contact date. Format: `YYYY-MM-DDThh:mm[:ss[.uuuuuu]][+HH:MM\|-HH:MM\|Z]`

Create Contact with Clientify API on New or Updated Row from PostgreSQL API

Pipedream makes it easy to connect APIs for Clientify, PostgreSQL and 2,000+ other apps remarkably fast.

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

Developers ♥ Pipedream

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