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.

Select this integration
Configure the Monthly Schedule trigger
1. Connect your Schedule account
2. Configure Cron Schedule
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
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#

Monthly Schedule on Schedule

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

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: "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.

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 Nimble

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

Version:0.0.1

Key:nimble-create-contact

View on GitHub

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.

Label	Prop	Type	Description
Nimble	`app`	`app`	This component uses the Nimble app.
First name	`firstName`	`string`	First name of the contact
Last name	`lastName`	`string`	Last name of the contact
Email	`email`	`string`	Email of the contact
Phone number	`phone`	`string`	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: