Create Contact with OnePageCRM API on New Presentation (Instant) from Google Drive API

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New Presentation (Instant) from the Google Drive API

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Create Contact with the OnePageCRM API

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Getting Started#

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

Select this integration
Configure the New Presentation (Instant) trigger
1. Connect your Google Drive account
2. Select a Drive
3. Configure Push notification renewal schedule
4. Configure alert
5. Optional- Select one or more Folders
Configure the Create Contact action
1. Connect your OnePageCRM account
2. Optional- Select a Title
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Job Title
6. Optional- Configure Starred
7. Optional- Select a Company ID
8. Optional- Configure Company Name
9. Optional- Configure Tags
10. Optional- Select a Lead Source ID
11. Optional- Configure Background
12. Optional- Select a User ID
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 Presentation (Instant) on Google Drive

Description:Emit new event each time a new presentation is created in a drive.

Version:0.0.4

Key:google_slides-new-presentation

View on GitHub

Google Drive Overview#

The Google Drive API on Pipedream allows you to automate various file management tasks, such as creating, reading, updating, and deleting files within your Google Drive. You can also share files, manage permissions, and monitor changes to files and folders. This opens up possibilities for creating workflows that seamlessly integrate with other apps and services, streamlining document handling, backup processes, and collaborative workflows.

Trigger Code#

import newFilesInstant from "../../../google_drive/sources/new-files-instant/new-files-instant.mjs";

export default {
  ...newFilesInstant,
  key: "google_slides-new-presentation",
  type: "source",
  name: "New Presentation (Instant)",
  description: "Emit new event each time a new presentation is created in a drive.",
  version: "0.0.4",
  hooks: {
    ...newFilesInstant.hooks,
    async deploy() {
      // Emit sample records on the first run
      const slides = await this.getPresentations(5);
      for (const fileInfo of slides) {
        const createdTime = Date.parse(fileInfo.createdTime);
        this.$emit(fileInfo, {
          summary: `New File: ${fileInfo.name}`,
          id: fileInfo.id,
          ts: createdTime,
        });
      }
    },
  },
  props: {
    ...newFilesInstant.props,
    folders: {
      ...newFilesInstant.props.folders,
      description:
        "(Optional) The folders you want to watch. Leave blank to watch for any new presentation in the Drive.",
    },
  },
  methods: {
    ...newFilesInstant.methods,
    shouldProcess(file) {
      return (
        file.mimeType.includes("presentation") &&
        newFilesInstant.methods.shouldProcess.bind(this)(file)
      );
    },
    getPresentationsFromFolderOpts(folderId) {
      const mimeQuery = "mimeType = 'application/vnd.google-apps.presentation'";
      let opts = {
        q: `${mimeQuery} and parents in '${folderId}' and trashed = false`,
      };
      if (!this.isMyDrive()) {
        opts = {
          corpora: "drive",
          driveId: this.getDriveId(),
          includeItemsFromAllDrives: true,
          supportsAllDrives: true,
          ...opts,
        };
      }
      return opts;
    },
    async getPresentations(limit) {
      const slides = [];
      const foldersIds = this.folders;
      for (const folderId of foldersIds) {
        const opts = this.getPresentationsFromFolderOpts(folderId);
        const filesWrapper = await this.googleDrive.listFilesInPage(null, opts);
        for (const file of filesWrapper.files) {
          const fileInfo = await this.googleDrive.getFile(file.id);
          slides.push(fileInfo);
          if (slides.length >= limit) { return slides; }
        }
      }
      return slides;
    },
  },
};

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
Google Drive	`googleDrive`	`app`	This component uses the Google Drive app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
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.
Drive	`drive`	`string`	Select a value from the drop down menu.
Folders	`folders`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

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

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

https://www.googleapis.com/auth/drive

About Google Drive#

Google Drive is a file storage and synchronization service which allows you to create and share your work online, and access your documents from anywhere.

Action#

Create Contact on OnePageCRM

Description:Creates a new contact in OnePageCRM. [See the documentation](https://developer.onepagecrm.com/api/#/Contacts/post_contacts)

Version:0.0.2

Key:onepagecrm-create-contact

View on GitHub

OnePageCRM Overview#

The OnePageCRM API enables interaction with your OnePageCRM account, automating your contact and sales management. With it, you can create, update, and delete contacts, deals, and notes, or trigger actions based on sales activities. When combined with Pipedream's serverless platform, this API allows you to connect OnePageCRM with hundreds of other apps to streamline your sales process, enhance lead generation, and improve follow-ups.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import { parseString } from "../../common/utils.mjs";
import onepagecrm from "../../onepagecrm.app.mjs";

export default {
  key: "onepagecrm-create-contact",
  name: "Create Contact",
  description: "Creates a new contact in OnePageCRM. [See the documentation](https://developer.onepagecrm.com/api/#/Contacts/post_contacts)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    onepagecrm,
    title: {
      type: "string",
      label: "Title",
      description: "The title of the contact.",
      options: [
        "Mr",
        "Mrs",
        "Ms",
      ],
      optional: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the contact.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the contact.",
      optional: true,
    },
    jobTitle: {
      type: "string",
      label: "Job Title",
      description: "Job title of the contact.",
      optional: true,
    },
    starred: {
      type: "boolean",
      label: "Starred",
      description: "Is the contact starred?",
      optional: true,
    },
    companyId: {
      propDefinition: [
        onepagecrm,
        "companyId",
      ],
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Name of the company, to whom the contact belongs.",
      optional: true,
    },
    tags: {
      type: "string[]",
      label: "Tags",
      description: "A list of tags.",
      optional: true,
    },
    leadSourceId: {
      propDefinition: [
        onepagecrm,
        "leadSourceId",
      ],
      optional: true,
    },
    background: {
      type: "string",
      label: "Background",
      description: "Background infomation about the contact.",
      optional: true,
    },
    ownerId: {
      propDefinition: [
        onepagecrm,
        "userId",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.lastName && !this.companyName) {
      throw new ConfigurationError("You must provide at least the **Last Name** or **Company Name** field.");
    }
    if ((!this.companyId && !this.companyName) || (this.companyId && this.companyName)) {
      throw new ConfigurationError("You must provide whether the **Company Id** or **Company Name** field.");
    }

    let companyName = this.companyName;
    if (this.companyId && !companyName) {
      const { data: { company } } = await this.onepagecrm.getCompany({
        companyId: this.companyId,
      });
      companyName = company.name;
    }

    const data = {
      title: this.title,
      first_name: this.firstName,
      last_name: this.lastName,
      job_title: this.jobTitle,
      starred: this.starred,
      tags: parseString(this.tags),
      lead_source_id: this.leadSourceId,
      background: this.background,
      owner_id: this.ownerId,
      company_id: this.companyId,
      company_name: companyName,
    };

    const response = await this.onepagecrm.createContact({
      $,
      data,
    });
    $.export("$summary", `Successfully created contact with ID ${response.data?.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.

Label	Prop	Type	Description
OnePageCRM	`onepagecrm`	`app`	This component uses the OnePageCRM app.
Title	`title`	`string`	Select a value from the drop down menu:`MrMrsMs`
First Name	`firstName`	`string`	First name of the contact.
Last Name	`lastName`	`string`	Last name of the contact.
Job Title	`jobTitle`	`string`	Job title of the contact.
Starred	`starred`	`boolean`	Is the contact starred?
Company ID	`companyId`	`string`	Select a value from the drop down menu.
Company Name	`companyName`	`string`	Name of the company, to whom the contact belongs.
Tags	`tags`	`string[]`	A list of tags.
Lead Source ID	`leadSourceId`	`string`	Select a value from the drop down menu.
Background	`background`	`string`	Background infomation about the contact.
User ID	`ownerId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

To retrieve your User ID and API Key,

Navigate to your Onepage account and sign in
Click the User menu on the top right
Go to “Apps and Integrations” > “Utilities” > “API”
Open the “Configuration” tab

About OnePageCRM#

#1 action-focused CRM software for small business. We help bring action and focus to the chaotic world of sales.

More Ways to Connect OnePageCRM + Google Drive#

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Create Contact with OnePageCRM API on New Presentation (Instant) from Google Drive API

Pipedream makes it easy to connect APIs for OnePageCRM, Google Drive and 2,900+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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