Create Contact with CompanyHub API on New Booking with State from Timekit API

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New Booking with State from the Timekit API

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Create Contact with the CompanyHub API

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Getting Started#

This integration creates a workflow with a Timekit 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 New Booking with State trigger
1. Connect your Timekit account
2. Select a Graph Type
3. Select a Booking State
4. Optional- Configure Secret
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#

New Booking with State on Timekit

Description:Emit new event when a booking has a specific state. [See the docs](https://developers.timekit.io/reference/graphs).

Version:0.0.1

Key:timekit-booking-with-state

View on GitHub

Timekit Overview#

Timekit is a flexible booking and resource management API that enables developers to create and manage appointments and calendars. With Timekit, you can automate the scheduling process, sync calendars, manage bookings, and craft customized booking experiences. Using Pipedream, you can leverage Timekit to create efficient workflows that automate scheduling-related tasks, trigger actions based on calendar events, and integrate with various other services for a seamless operational ecosystem.

Trigger Code#

import timekit from "../../timekit.app.mjs";
import crypto from "crypto";

const docLink = "https://developers.timekit.io/reference/graphs";

export default {
  key: "timekit-booking-with-state",
  name: "New Booking with State",
  description: `Emit new event when a booking has a specific state. [See the docs](${docLink}).`,
  version: "0.0.1",
  type: "source",
  props: {
    timekit,
    db: "$.service.db",
    http: "$.interface.http",
    graph: {
      propDefinition: [
        timekit,
        "graph",
      ],
    },
    state: {
      propDefinition: [
        timekit,
        "state",
        (c) => ({
          graph: c.graph,
        }),
      ],
    },
    secret: {
      type: "string",
      label: "Secret",
      description: "Configured secret to verify webhook events. If left blank, no verification will be done. Navigate to API Settings > Keys and look for the last card on the page. The secret shown there is the key you'll use",
      secret: true,
      optional: true,
    },
  },
  hooks: {
    async activate() {
      console.log("Creating webhook...");
      const response = await this.timekit.createWebhook({
        data: {
          url: this.http.endpoint,
          graph: this.graph,
          state: this.state,
          method: "post",
        },
      });
      const id = response.meta.message.split("id ")[1];
      this._setWebhookId(id);
    },
    async deactivate() {
      const id = this._getWebhookId();
      await this.timekit.deleteWebhook({
        id,
      });
      console.log(`Webhook ${id} was deleted successfully`);
    },
  },
  methods: {
    _getWebhookId() {
      return this.db.get("webhookId");
    },
    _setWebhookId(id) {
      this.db.set("webhookId", id);
    },
    verifySecret(payload, header) {
      if (this.secret) {
        const hash = crypto
          .createHmac("sha256", this.secret)
          .update(payload)
          .digest("hex");
        return hash === header;
      }
      return true;
    },
  },
  async run(event) {
    if (!this.verifySecret(event.bodyRaw, event.headers["x-timekit-signature"])) {
      console.log("Secret verification has failed for the incoming event. Skipping...");
      return;
    }

    const {
      id,
      description,
      updated_at: ts,
    } = event.body;

    this.$emit(event.body, {
      id,
      summary: `New ${this.graph} booking ${this.state}: ${description}`,
      ts,
    });
  },
};

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
Timekit	`timekit`	`app`	This component uses the Timekit 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.
Graph Type	`graph`	`string`	Select a value from the drop down menu:`instantinstant_paymentconfirm_declinegroup_ownergroup_customergroup_customer_paymentreservation`
Booking State	`state`	`string`	Select a value from the drop down menu.
Secret	`secret`	`string`	Configured secret to verify webhook events. If left blank, no verification will be done. Navigate to API Settings > Keys and look for the last card on the page. The secret shown there is the key you'll use

Trigger Authentication#

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

You can find your app's API key in the Admin Dashboard under "API settings".

About Timekit#

Timekit lets you build scalable and flexible booking experiences and scheduling flows that grow your business.

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