← Schedule + Nimble integrations

Create Contact with Nimble API on Monthly Schedule from Schedule API

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Trigger workflow on
Monthly Schedule from the Schedule API
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Create Contact with the Nimble API
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Getting Started

This integration creates a workflow with a Schedule trigger and Nimble 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 Monthly Schedule trigger
    1. Connect your Schedule account
    2. Configure Cron Schedule
  3. Configure the Create Contact action
    1. Connect your Nimble account
    2. Configure First name
    3. Configure Last name
    4. Configure Email
    5. Configure Phone number
  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:Trigger your workflow on one or more days each month at a specific time (with timezone support).
Version:0.0.2
Key:schedule-monthly

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: "Monthly Schedule",
  version: "0.0.2",
  key: "schedule-monthly",
  type: "source",
  description: "Trigger your workflow on one or more days each month at a specific time (with timezone support).",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 10 1 * *",
      },
    },
  },
};

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
SchedulescheduleappThis component uses the Schedule app.
Cron Schedulecron$.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

Description:Creates a contact. [See the documentation](https://nimble.readthedocs.io/en/latest/contacts/basic/create/)
Version:0.0.1
Key:nimble-create-contact

Nimble Overview

The Nimble API enables you to manage contacts, deals, activities, and more within your Nimble CRM. With Pipedream's serverless platform, you can create workflows that trigger on events in Nimble or other apps, process data, and perform actions back in Nimble or across various other services. By utilizing Pipedream's capabilities, you can automate tasks such as syncing contacts to other platforms, triggering custom actions based on deal updates, or aggregating customer interactions for analysis.

Action Code

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

export default {
  name: "Create Contact",
  version: "0.0.1",
  key: "nimble-create-contact",
  description: "Creates a contact. [See the documentation](https://nimble.readthedocs.io/en/latest/contacts/basic/create/)",
  type: "action",
  props: {
    app,
    firstName: {
      propDefinition: [
        app,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        app,
        "lastName",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    phone: {
      propDefinition: [
        app,
        "phone",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.app.createContact({
      $,
      data: {
        record_type: "person",
        fields: {
          "first name": [
            {
              value: this.firstName,
            },
          ],
          "last name": [
            {
              value: this.lastName,
            },
          ],
          "email": [
            {
              value: this.email,
              modifier: "personal",
            },
          ],
          "phone": [
            {
              value: this.phone,
              modifier: "other",
            },
          ],
        },
      },
    });

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

LabelPropTypeDescription
NimbleappappThis component uses the Nimble app.
First namefirstNamestring

First name of the contact

Last namelastNamestring

Last name of the contact

Emailemailstring

Email of the contact

Phone numberphonestring

Phone number of the contact

Action Authentication

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

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

About Nimble

The AI Powered CRM that builds relationships everywhere you work. Follow for sales and digital marketing tips.

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