Create Contact with Nectar CRM API on Daily schedule from Schedule API

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Trigger workflow on

Daily schedule from the Schedule API

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Create Contact with the Nectar CRM API

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Getting Started#

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

Select this integration
Configure the Daily schedule trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Create Contact action
1. Connect your Nectar CRM account
2. Configure Name
3. Optional- Configure CNPJ
4. Optional- Configure Origin
5. Optional- Configure Category
6. Optional- Select a Type
7. Optional- Configure Observation
8. Optional- Configure Email
9. Optional- Configure Phone Number
10. Optional- Configure Active
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#

Daily schedule on Schedule

Description:Trigger your workflow every day.

Version:0.0.1

Key:schedule-daily

View on GitHub

Schedule Overview#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code#

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

export default {
  name: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

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
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.interface.timer`	Enter a cron expression

Trigger Authentication#

The Schedule API does not require authentication.

About Schedule#

Trigger workflows on an interval or cron schedule.

Action#

Create Contact on Nectar CRM

Description:Created a new contact. [See docs here](https://nectarcrm.docs.apiary.io/#reference/0/contatos/criar)

Version:0.0.1

Key:nectar_crm-create-contact

View on GitHub

Nectar CRM Overview#

The Nectar CRM API enables users to streamline customer relationship management by automating tasks and syncing data across various platforms. With this API on Pipedream, you can perform actions like updating contact details, managing deals, tracking customer interactions, and generating reports. These capabilities can be leveraged to create custom, automated workflows that save time and keep your sales processes efficient.

Action Code#

import { defineAction } from "@pipedream/types";
import nectar_crm from "../../app/nectar_crm.app.mjs";
import constants from "../common/constants.mjs";
export default defineAction({
    key: "nectar_crm-create-contact",
    name: "Create Contact",
    description: "Created a new contact. [See docs here](https://nectarcrm.docs.apiary.io/#reference/0/contatos/criar)",
    version: "0.0.1",
    type: "action",
    props: {
        nectar_crm,
        name: {
            label: "Name",
            description: "The name of the contact",
            type: "string",
        },
        cnpj: {
            label: "CNPJ",
            description: "The CNPJ of the contact. E.g. `99.999.999/9999-99`",
            type: "string",
            optional: true,
        },
        origin: {
            label: "Origin",
            description: "The origin of the contact. E.g. `Email`",
            type: "string",
            optional: true,
        },
        category: {
            label: "Category",
            description: "The category of the contact. E.g. `Active Customer`",
            type: "string",
            optional: true,
        },
        type: {
            label: "Type",
            description: "The type of the contact.",
            type: "string",
            options: constants.CONTACT_TYPES,
            optional: true,
        },
        observation: {
            label: "Observation",
            description: "The Observation about the contact",
            type: "string",
            optional: true,
        },
        email: {
            label: "Email",
            description: "The email of the contact",
            type: "string",
            optional: true,
        },
        phoneNumber: {
            label: "Phone Number",
            description: "The phone number of the contact",
            type: "string",
            optional: true,
        },
        active: {
            label: "Active",
            description: "If the contact is active",
            type: "boolean",
            default: true,
            optional: true,
        },
    },
    async run({ $ }) {
        const response = await this.nectar_crm.createContact({
            $,
            data: {
                ativo: this.active,
                nome: this.name,
                cnpj: this.cnpj,
                origem: this.origin,
                categoria: this.category,
                constante: this.type,
                observacao: this.observation,
                emails: [
                    this.email,
                ],
                telefones: [
                    this.phoneNumber,
                ],
            },
        });
        $.export("$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
Nectar CRM	`nectar_crm`	`app`	This component uses the Nectar CRM app.
Name	`name`	`string`	The name of the contact
CNPJ	`cnpj`	`string`	The CNPJ of the contact. E.g. `99.999.999/9999-99`
Origin	`origin`	`string`	The origin of the contact. E.g. `Email`
Category	`category`	`string`	The category of the contact. E.g. `Active Customer`
Type	`type`	`string`	Select a value from the drop down menu:`{ "label": "Customer", "value": "0" }{ "label": "Prospect", "value": "1" }{ "label": "Suspect", "value": "2" }{ "label": "Lead", "value": "3" }{ "label": "Discarded", "value": "4" }`
Observation	`observation`	`string`	The Observation about the contact
Email	`email`	`string`	The email of the contact
Phone Number	`phoneNumber`	`string`	The phone number of the contact
Active	`active`	`boolean`	If the contact is active

Action Authentication#

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

To retrieve your API key,