Create Contact with Freshsales API on New Sign Request Completed from Stiply API

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Trigger workflow on

New Sign Request Completed from the Stiply API

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Create Contact with the Freshsales API

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Getting Started#

This integration creates a workflow with a Stiply 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 New Sign Request Completed trigger
1. Connect your Stiply account
2. Configure timer
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#

New Sign Request Completed on Stiply

Description:Emit new event when a sign request is completed in Stiply. [See the documentation](https://app.stiply.nl/api-documentation/v2#tag/sign-requests/operation/GetSignRequests).

Version:0.0.1

Key:stiply-new-sign-request-completed

View on GitHub

Trigger Code#

import stiply from "../../stiply.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import sampleEmit from "./test-event.mjs";

export default {
  key: "stiply-new-sign-request-completed",
  name: "New Sign Request Completed",
  description: "Emit new event when a sign request is completed in Stiply. [See the documentation](https://app.stiply.nl/api-documentation/v2#tag/sign-requests/operation/GetSignRequests).",
  type: "source",
  dedupe: "unique",
  version: "0.0.1",
  props: {
    stiply,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  methods: {
    generateMeta(item) {
      return {
        id: item.id,
        summary: `New sign request completed: ${item.id}`,
        ts: Date.parse(item.updated_at),
      };
    },
  },
  async run() {
    const signRequests = await this.stiply.getPaginatedResults({
      fn: this.stiply.listSignRequests,
      params: {
        $orderby: "updated_at desc",
        status: "completed",
      },
    });
    signRequests.forEach((signRequest) => {
      const meta = this.generateMeta(signRequest);
      this.$emit(signRequest, meta);
    });
  },
  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
Stiply	`stiply`	`app`	This component uses the Stiply app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

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

SignRequest.ReadWrite

About Stiply#

Legally valid digital signing with a focus on speed and convenience, so you have more time for the moments that count.

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;
  },
};