Create Contact with Holded API on New Item Updated (Instant) from Microsoft Excel API

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New Item Updated (Instant) from the Microsoft Excel API

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Create Contact with the Holded API

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Getting Started#

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

Select this integration
Configure the New Item Updated (Instant) trigger
1. Connect your Microsoft Excel account
Configure the Create Contact action
1. Connect your Holded account
2. Select a Contact Type
3. Configure Name
4. Optional- 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 Item Updated (Instant) on Microsoft Excel

Description:Emit new event when an item is updated.

Version:0.0.2

Key:microsoft_excel-new-item-updated

View on GitHub

Microsoft Excel Overview#

The Microsoft Excel API on Pipedream allows you to automate spreadsheet tasks, manipulate data, and integrate Excel with other apps and services. Through Pipedream, you can create serverless workflows that react to events, perform operations on Excel files like reading, writing, updating cells, and managing worksheets. This API turns Excel into a powerful tool for data analysis, report generation, and task automation without manual intervention.

Trigger Code#

import moment from "moment";
import microsoftExcel from "../../microsoft_excel.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  dedupe: "unique",
  key: "microsoft_excel-new-item-updated",
  name: "New Item Updated (Instant)",
  description: "Emit new event when an item is updated.",
  version: "0.0.2",
  type: "source",
  props: {
    microsoftExcel,
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    db: "$.service.db",
  },
  hooks: {
    async activate() {
      const response = await this.microsoftExcel.createHook({
        data: {
          changeType: "updated",
          notificationUrl: this.http.endpoint,
          resource: "me/drive/root",
          expirationDateTime: moment().add(30, "days"),
        },
      });

      this._setHookId(response.id);
    },
    async deactivate() {
      const id = this._getHookId("hookId");
      await this.microsoftExcel.deleteHook(id);
    },
  },
  methods: {
    emitEvent(body) {
      const meta = this.generateMeta(body);
      this.$emit(body, meta);
    },
    _getHookId() {
      return this.db.get("hookId");
    },
    _setHookId(hookId) {
      this.db.set("hookId", hookId);
    },
    generateMeta(body) {
      const { value } = body;

      const ts = new Date();
      return {
        id: `${value[0].tenantId}${ts}`,
        summary: `The item ${value[0].tenantId
          ? `with TenantId: ${value[0].tenantId} `
          : " "}was updated!`,
        ts: ts,
      };
    },
    async updateSubscription() {
      const hookId = this._getHookId();
      await this.microsoftExcel.updateSubscription({
        hookId,
        data: {
          expirationDateTime: moment().add(30, "days"),
        },
      });
    },
  },
  async run({
    body, query,
  }) {
    if (query.validationToken) {
      this.http.respond({
        status: 200,
        body: query.validationToken,
        headers: {
          "content-type": "text/plan",
        },
      });
      return;
    }

    this.emitEvent(body);
    await this.updateSubscription();
  },
  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
Microsoft Excel	`microsoftExcel`	`app`	This component uses the Microsoft Excel app.
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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

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

User.Reademailoffline_accessopenidprofileFiles.ReadWriteFiles.Read.AllUser.ReadCrossTenantInformation.ReadBasic.All

About Microsoft Excel#

You can use Microsoft Graph to allow web and mobile applications to read and modify Excel workbooks stored in OneDrive for Business, SharePoint site or Group drive.

Action#

Create Contact on Holded

Description:Add a new contact to Holded. [See the docs](https://developers.holded.com/reference/create-contact-1).

Version:0.0.1

Key:holded-create-contact

View on GitHub

Holded Overview#

The Holded API offers access to a versatile platform that combines accounting, invoicing, inventory, and project management. It's designed to streamline various business processes. With Pipedream, you can connect Holded to hundreds of other apps to automate workflows. This means you can sync invoices with your CRM, get real-time alerts for new sales, or even automate inventory updates. The API's endpoints allow you to manage contacts, products, accounting, and more, enabling your business to stay organized and efficient.

Action Code#

import constants from "../../common/constants.mjs";
import app from "../../holded.app.mjs";

export default {
  key: "holded-create-contact",
  name: "Create Contact",
  description: "Add a new contact to Holded. [See the docs](https://developers.holded.com/reference/create-contact-1).",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    type: {
      type: "string",
      label: "Contact Type",
      description: "The type of contact to create.",
      options: Object.values(constants.CONTACT_TYPE),
    },
    name: {
      type: "string",
      label: "Name",
      description: "The name of the contact.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the contact.",
      optional: true,
    },
  },
  methods: {
    createContact(args = {}) {
      return this.app.post({
        path: "/contacts",
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      type,
      name,
      email,
    } = this;

    const response = await this.createContact({
      step,
      data: {
        type,
        name,
        email,
      },
    });

    step.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
Holded	`app`	`app`	This component uses the Holded app.
Contact Type	`type`	`string`	Select a value from the drop down menu:`supplierdebtorcreditorclientlead`
Name	`name`	`string`	The name of the contact.
Email	`email`	`string`	The email of the contact.

Action Authentication#

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

To retrieve your API keys,