← Stripe + Insightly integrations

Create Contact with Insightly API on New Failed Invoice Payment from Stripe API

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New Failed Invoice Payment from the Stripe API
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Create Contact with the Insightly API
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Getting Started

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

  1. Select this integration
  2. Configure the New Failed Invoice Payment trigger
    1. Connect your Stripe account
  3. Configure the Create Contact action
    1. Connect your Insightly account
    2. Configure First Name
    3. Configure Last Name
    4. Configure Email
    5. Optional- Configure Title
    6. Optional- Configure Phone
    7. Optional- Configure Street Address
    8. Optional- Configure City
    9. Optional- Configure State
    10. Optional- Configure Postcode
    11. Optional- Configure Country
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event for each new failed invoice payment
Version:0.1.1
Key:stripe-new-failed-invoice-payment

Stripe Overview

The Stripe API is a powerful tool for managing online payments, subscriptions, and invoices. With Pipedream, you can leverage this API to automate payment processing, monitor transactions, and sync billing data with other services. Pipedream's no-code platform allows for quick integration and creation of serverless workflows that react to Stripe events in real-time. For instance, you might automatically update customer records, send personalized emails after successful payments, or escalate failed transactions to your support team.

Trigger Code

import common from "../common/webhook-base.mjs";

export default {
  ...common,
  key: "stripe-new-failed-invoice-payment",
  name: "New Failed Invoice Payment",
  type: "source",
  version: "0.1.1",
  description: "Emit new event for each new failed invoice payment",
  methods: {
    ...common.methods,
    getEvents() {
      return [
        "invoice.payment_failed",
      ];
    },
  },
};

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.
LabelPropTypeDescription
StripestripeappThis component uses the Stripe app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

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

Stripe uses API keys to authenticate requests (more info in their docs here).

To connect Pipedream to your Stripe account,

  1. Create a Stripe API key
  2. Click "Create Restricted Key"
  3. Enter the Restricted API key below.

To help ensure proper security, we recommend you create a Restricted key with scopes relevant to the specific operations you will use in Pipedream.

About Stripe

Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.

Action

Description:Creates a new contact. [See documentation](https://api.insightly.com/v3.1/Help?#!/Contacts/AddEntity)
Version:0.0.1
Key:insightly-create-contact

Insightly Overview

Insightly's API offers a suite of functions that let you tap into your customer relationship management in real-time, integrating customer data, sales, and project info across a diverse array of business applications and workflows. With Pipedream, you can automate interactions with your Insightly account, sync data effortlessly, and connect to hundreds of apps to streamline tasks, from lead management to project tracking.

Action Code

import insightly from "../../insightly.app.mjs";

export default {
  key: "insightly-create-contact",
  name: "Create Contact",
  description: "Creates a new contact. [See documentation](https://api.insightly.com/v3.1/Help?#!/Contacts/AddEntity)",
  version: "0.0.1",
  type: "action",
  props: {
    insightly,
    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 of the contact.",
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the contact.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The phone number of the contact.",
      optional: true,
    },
    addressStreet: {
      type: "string",
      label: "Street Address",
      description: "The street address of the contact.",
      optional: true,
    },
    addressCity: {
      type: "string",
      label: "City",
      description: "The city of the contact.",
      optional: true,
    },
    addressState: {
      type: "string",
      label: "State",
      description: "The state of the contact.",
      optional: true,
    },
    addressPostcode: {
      type: "string",
      label: "Postcode",
      description: "The zip code/postcode of the contact.",
      optional: true,
    },
    addressCountry: {
      type: "string",
      label: "Country",
      description: "The country of the contact.",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      FIRST_NAME: this.firstName,
      LAST_NAME: this.lastName,
      EMAIL_ADDRESS: this.email,
      TITLE: this.title,
      PHONE: this.phone,
      ADDRESS_MAIL_STREET: this.addressStreet,
      ADDRESS_MAIL_CITY: this.addressCity,
      ADDRESS_MAIL_STATE: this.addressState,
      ADDRESS_MAIL_POSTCODE: this.addressPostcode,
      ADDRESS_MAIL_COUNTRY: this.addressCountry,
    };

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

    if (response) {
      $.export("$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.

LabelPropTypeDescription
InsightlyinsightlyappThis component uses the Insightly app.
First NamefirstNamestring

The first name of the contact.

Last NamelastNamestring

The last name of the contact.

Emailemailstring

The email of the contact.

Titletitlestring

The title of the contact.

Phonephonestring

The phone number of the contact.

Street AddressaddressStreetstring

The street address of the contact.

CityaddressCitystring

The city of the contact.

StateaddressStatestring

The state of the contact.

PostcodeaddressPostcodestring

The zip code/postcode of the contact.

CountryaddressCountrystring

The country of the contact.

Action Authentication

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

About Insightly

CRM Software CRM Platform Marketing Automation

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