Create Contact with Freshsales API on Inventory Level Updated (Instant) from Orderspace API

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Inventory Level Updated (Instant) from the Orderspace API

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Create Contact with the Freshsales API

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Getting Started#

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

Select this integration
Configure the Inventory Level Updated (Instant) trigger
1. Connect your Orderspace account
Configure the Create Contact action
1. Connect your Freshsales account
2. Configure Email
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#

Inventory Level Updated (Instant) on Orderspace

Description:Emit new event when an inventory level is updated

Version:0.0.1

Key:orderspace-inventory-level-updated

View on GitHub

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "orderspace-inventory-level-updated",
  name: "Inventory Level Updated (Instant)",
  description: "Emit new event when an inventory level is updated",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEvents() {
      return [
        "inventory_level.updated",
      ];
    },
    generateMeta(data) {
      const ts = Date.now();
      return {
        id: `${data.inventory_level.sku}-${ts}`,
        summary: `Inventory level ${data.inventory_level.sku} updated`,
        ts,
      };
    },
  },
  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
Orderspace	`orderspace`	`app`	This component uses the Orderspace 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.

Trigger Authentication#

Orderspace uses OAuth authentication. When you connect your Orderspace account, Pipedream will open a popup window where you can sign into Orderspace and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Orderspace API.

Pipedream requests the following authorization scopes when you connect your account:

About Orderspace#

Wholesale Ordering Software, Online B2B Ordering Software

Action#

Create Contact on Freshsales

Description:Create a new contact in your Freshsales account. [See the documentation](https://developer.freshsales.io/api/#create_a_contact)

Version:0.0.1

Key:freshsales-create-contact

View on GitHub

Freshsales Overview#

The Freshsales API offers a suite of functionalities to enhance your CRM experience by automating sales processes, syncing customer data, and integrating with other business applications. By leveraging Pipedream's serverless platform, you can create custom automations that trigger actions within Freshsales or in other apps, based on events in Freshsales. This opens up possibilities for sales teams to streamline lead management, enhance customer engagement, and analyze sales performance.

Action Code#

import { parseObject } from "../../common/utils.mjs";
import freshsales from "../../freshsales.app.mjs";

export default {
  key: "freshsales-create-contact",
  name: "Create Contact",
  description: "Create a new contact in your Freshsales account. [See the documentation](https://developer.freshsales.io/api/#create_a_contact)",
  version: "0.0.1",
  type: "action",
  props: {
    freshsales,
    email: {
      type: "string",
      label: "Email",
      description: "Email of the contact",
      reloadProps: true,
    },
  },
  async additionalProps() {
    const { fields } = await this.freshsales.getContactFields();
    const filteredFields = fields.filter((field) => (field.visible === true && field.name != "emails"));

    const props = {};
    for (const field of filteredFields) {

      const data = {
        type: field.type === "multi_select_dropdown"
          ? "string[]"
          : "string",
        label: field.label,
        description: `${field.label} of the contact.`,
        optional: field.required === false,
      };

      if (field.name === "sales_accounts") {
        const { sales_accounts: options } = await this.freshsales.getSalesAccounts();
        const salesAccountOptions = options.map((account) => ({
          label: account.name,
          value: `${account.id}`,
        }));
        props.primaryAccount = {
          type: "string",
          label: "Primary Sales Account",
          description: "Primary sales account of the contact.",
          optional: true,
          options: salesAccountOptions,
        };
        props.additionalAccounts = {
          type: "string[]",
          label: "Additional Sales Accounts",
          description: "Additional sales accounts of the contact.",
          optional: true,
          options: salesAccountOptions,
        };
      } else {
        if ([
          "dropdown",
          "multi_select_dropdown",
        ].includes(field.type)) {
          data.type = "integer";
          data.options = field.choices.map((choice) => ({
            label: choice.value,
            value: choice.id,
          }));
        }
        props[field.name] = data;
      }
    }

    return props;
  },
  async run({ $ }) {

    const {
      freshsales,
      ...data
    } = this;

    if (data.primaryAccount) {
      data.sales_accounts = [
        {
          id: data.primaryAccount,
          is_primary: true,
        },
      ];
      parseObject(data.additionalAccounts)?.map((account) => {
        data.sales_accounts.push(
          {
            id: account,
            is_primary: false,
          },
        );
      });
      delete data.primaryAccount;
      delete data.additionalAccounts;
    }

    const response = await freshsales.createContact({
      $,
      data,
    });

    $.export("$summary", `Successfully created contact with ID: ${response.contact.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
Freshsales	`freshsales`	`app`	This component uses the Freshsales app.
Email	`email`	`string`	Email of the contact

Create Contact with Freshsales API on Inventory Level Updated (Instant) from Orderspace API

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

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

Developers ♥ Pipedream

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