Create Contact with CompanyHub API on Daily schedule from Schedule API

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Trigger workflow on

Daily schedule from the Schedule API

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Create Contact with the CompanyHub API

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Getting Started#

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

Daily schedule on Schedule

Description:Trigger your workflow every day.

Version:0.0.1

Key:schedule-daily

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: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

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 CompanyHub

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

Version:0.0.2

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: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  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