Create Contact with CompanyHub API on Card Due Date Reminder from Pipedream API

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Card Due Date Reminder from the Pipedream API

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Create Contact with the CompanyHub API

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Getting Started#

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

Select this integration
Configure the Card Due Date Reminder trigger
1. Connect your Pipedream account
2. Connect your Pipedream account
3. Select a Board
4. Select a Time Before
Configure the Create Contact action
1. Connect your CompanyHub account
2. Configure First Name
3. Configure Last Name
4. Optional- Configure Email
5. Optional- Select a Company ID
6. Optional- Configure Phone Number
7. Optional- Configure Designation
8. Optional- Configure Description
9. Optional- Select a Source
10. Optional- Configure Next Follow Up Date
11. Optional- Configure Has Opted Out of Emails
12. Optional- Configure Street Address
13. Optional- Configure City
14. Optional- Configure State/Province
15. Optional- Configure Country
16. Optional- Configure Postal Code
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#

Card Due Date Reminder on Pipedream

Description:Emit new event at a specified time before a card is due.

Version:0.1.1

Key:trello-card-due-date-reminder

View on GitHub

Pipedream Overview#

Pipedream is an API that allows you to build applications that can connect to
various data sources and processes them in real-time. You can use Pipedream to
create applications that can perform ETL (Extract, Transform, and Load) tasks,
as well as to create data-driven workflows.

Some examples of applications you can build using the Pipedream API include:

An application that can extract data from a database, transform it, and then
load it into another database.
An application that can monitor a data source for changes, and then trigger a
workflow in response to those changes.
An application that can poll an API for new data, and then process that data
in real-time.

Trigger Code#

import taskScheduler from "../../../pipedream/sources/new-scheduled-tasks/new-scheduled-tasks.mjs";
import trello from "../../trello.app.mjs";
import ms from "ms";
import constants from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "trello-card-due-date-reminder",
  name: "Card Due Date Reminder", /* eslint-disable-line pipedream/source-name */
  description: "Emit new event at a specified time before a card is due.",
  version: "0.1.1",
  type: "source",
  dedupe: "unique",
  props: {
    pipedream: taskScheduler.props.pipedream,
    trello,
    db: "$.service.db",
    http: "$.interface.http",
    board: {
      propDefinition: [
        trello,
        "board",
      ],
    },
    timeBefore: {
      type: "string",
      label: "Time Before",
      description: "How far before the due time the event should trigger. For example, `5 minutes`, `10 minutes`, `1 hour`.",
      default: "5 minutes",
      options: constants.NOTIFICATION_TIMES,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.timeBefore) {
      props.timer = {
        type: "$.interface.timer",
        description: "Poll the API to schedule alerts for any newly created events",
        default: {
          intervalSeconds: ms(this.timeBefore) / 1000,
        },
      };
    }
    return props;
  },
  hooks: {
    async deactivate() {
      const ids = this._getScheduledEventIds();
      if (!ids?.length) {
        return;
      }
      for (const id of ids) {
        if (await this.deleteEvent({
          body: {
            id,
          },
        })) {
          console.log("Cancelled scheduled event");
        }
      }
      this._setScheduledEventIds();
    },
  },
  methods: {
    ...taskScheduler.methods,
    generateMeta({
      id, name: summary,
    }, now) {
      return {
        id,
        summary,
        ts: now,
      };
    },
    _getScheduledEventIds() {
      return this.db.get("scheduledEventIds");
    },
    _setScheduledEventIds(ids) {
      this.db.set("scheduledEventIds", ids);
    },
    _getScheduledCardIds() {
      return this.db.get("scheduledCardIds");
    },
    _setScheduledCardIds(ids) {
      this.db.set("scheduledCardIds", ids);
    },
    _hasDeployed() {
      const result = this.db.get("hasDeployed");
      this.db.set("hasDeployed", true);
      return result;
    },
    emitEvent(card, now) {
      const meta = this.generateMeta(card, now);
      this.$emit(card, meta);
    },
  },
  async run(event) {
    const now = event.timestamp * 1000;

    // self subscribe only on the first time
    if (!this._hasDeployed()) {
      await this.selfSubscribe();
    }

    let scheduledEventIds = this._getScheduledEventIds() || [];

    // incoming scheduled event
    if (event.$channel === this.selfChannel()) {
      const remainingScheduledEventIds = scheduledEventIds.filter((id) => id !== event["$id"]);
      this._setScheduledEventIds(remainingScheduledEventIds);
      this.emitEvent(event, now);
      return;
    }

    // schedule new events
    const scheduledCardIds = this._getScheduledCardIds() || {};
    const cards = await this.trello.getCards({
      boardId: this.board,
    });

    for (const card of cards) {
      const dueDate = card.due
        ? new Date(card.due)
        : null;
      if (!dueDate || dueDate.getTime() < Date.now()) {
        delete scheduledCardIds[card.id];
        continue;
      }

      const later = new Date(dueDate.getTime() - ms(this.timeBefore));

      if (scheduledCardIds[card.id]) {
        // reschedule if card's due date has changed
        if (card.due !== scheduledCardIds[card.id].dueDate) {
          await this.deleteEvent({
            body: {
              id: scheduledCardIds[card.id].eventId,
            },
          });
          scheduledEventIds = scheduledEventIds
            .filter((id) => id !== scheduledCardIds[card.id].eventId);
        } else {
          continue;
        }
      }

      const scheduledEventId = this.emitScheduleEvent(card, later);
      scheduledEventIds.push(scheduledEventId);
      scheduledCardIds[card.id] = {
        eventId: scheduledEventId,
        dueDate: card.due,
      };
    }
    this._setScheduledEventIds(scheduledEventIds);
    this._setScheduledCardIds(scheduledCardIds);
  },
  sampleEmit,
};

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
Pipedream	`pipedream`	`app`	This component uses the Pipedream app.
Pipedream	`trello`	`app`	This component uses the Pipedream app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Board	`board`	`string`	Select a value from the drop down menu.
Time Before	`timeBefore`	`string`	Select a value from the drop down menu:`5 minutes10 minutes15 minutes30 minutes1 hour2 hours3 hours6 hours12 hours1 day2 days3 days1 week`

Trigger Authentication#

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

About Pipedream#

Integration platform for developers

Action#

Create Contact on CompanyHub

Description:Creates a new contact. [See the documentation](https://companyhub.com/docs/api-documentation)

Version:0.0.1

Key:companyhub-create-contact

View on GitHub

CompanyHub Overview#

The CompanyHub API offers a platform for seamless CRM automation, enabling you to streamline sales processes, manage customer interactions, and analyze data efficiently. With it, you can automate tasks like data entry, lead tracking, and follow-ups, saving time and eliminating manual errors. Pipedream's integration capabilities allow you to connect CompanyHub with other apps to create custom, automated workflows that trigger actions based on events, sync data across platforms, or generate real-time notifications.

Action Code#

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

export default {
  key: "companyhub-create-contact",
  name: "Create Contact",
  description: "Creates a new contact. [See the documentation](https://companyhub.com/docs/api-documentation)",
  version: "0.0.1",
  type: "action",
  props: {
    companyhub,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the contact",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the contact",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email address of the contact",
      optional: true,
    },
    companyId: {
      propDefinition: [
        companyhub,
        "companyId",
      ],
    },
    phone: {
      type: "string",
      label: "Phone Number",
      description: "The phone number of the contact",
      optional: true,
    },
    designation: {
      type: "string",
      label: "Designation",
      description: "The designation of the contact",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "The description of the contact",
      optional: true,
    },
    source: {
      type: "string",
      label: "Source",
      description: "The source of the contact",
      optional: true,
      options: [
        "Web",
        "Call",
        "Referral",
        "Other",
      ],
    },
    nextFollowUpDate: {
      type: "string",
      label: "Next Follow Up Date",
      description: "The next follow up date with the contact. E.g. `2025-03-14T00:00:00`",
      optional: true,
    },
    hasOptedOutOfEmails: {
      type: "boolean",
      label: "Has Opted Out of Emails",
      description: "Whether the contact has opted out of emails",
      optional: true,
    },
    street: {
      type: "string",
      label: "Street Address",
      description: "The street address of the contact",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "The city where the contact is located",
      optional: true,
    },
    state: {
      type: "string",
      label: "State/Province",
      description: "The state or province where the contact is located",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "The country where the contact is located",
      optional: true,
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "The postal code of the contact's address",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.companyhub.createContact({
      $,
      data: {
        FirstName: this.firstName,
        LastName: this.lastName,
        Email: this.email,
        Company: this.companyId,
        Phone: this.phone,
        Designation: this.designation,
        Description: this.description,
        Source: this.source,
        NextFollowUpDate: this.nextFollowUpDate,
        HasOptedOutOfEmails: this.hasOptedOutOfEmails,
        Street: this.street,
        City: this.city,
        State: this.state,
        Country: this.country,
        PostalCode: this.postalCode,
      },
    });
    if (response.Success) {
      $.export("$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
CompanyHub	`companyhub`	`app`	This component uses the CompanyHub app.
First Name	`firstName`	`string`	The first name of the contact
Last Name	`lastName`	`string`	The last name of the contact
Email	`email`	`string`	The email address of the contact
Company ID	`companyId`	`string`	Select a value from the drop down menu.
Phone Number	`phone`	`string`	The phone number of the contact
Designation	`designation`	`string`	The designation of the contact
Description	`description`	`string`	The description of the contact
Source	`source`	`string`	Select a value from the drop down menu:`WebCallReferralOther`
Next Follow Up Date	`nextFollowUpDate`	`string`	The next follow up date with the contact. E.g. `2025-03-14T00:00:00`
Has Opted Out of Emails	`hasOptedOutOfEmails`	`boolean`	Whether the contact has opted out of emails
Street Address	`street`	`string`	The street address of the contact
City	`city`	`string`	The city where the contact is located
State/Province	`state`	`string`	The state or province where the contact is located
Country	`country`	`string`	The country where the contact is located
Postal Code	`postalCode`	`string`	The postal code of the contact's address

Action Authentication#

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

To access your API Key and Subdomain, sign into your CompanyHub account, then navigate to Settings > Integrations.

About CompanyHub#

CompanyHub is a sales automation CRM for sales teams that can be completely tailored for your industry.

More Ways to Connect CompanyHub + Pipedream#

Other Popular Integrations#

Create Company with CompanyHub API on New Scheduled Tasks from Pipedream API

Pipedream + CompanyHub

Create Contact with CompanyHub API on Card Due Date Reminder from Pipedream API

Pipedream makes it easy to connect APIs for CompanyHub, Pipedream and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

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