Create Contact with Rex API on New Spreadsheet Updated (Instant) from Microsoft Excel API

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New Spreadsheet Updated (Instant) from the Microsoft Excel API

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Create Contact with the Rex API

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Getting Started#

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

Select this integration
Configure the New Spreadsheet Updated (Instant) trigger
1. Connect your Microsoft Excel account
2. Select a Folder ID
Configure the Create Contact action
1. Connect your Rex account
2. Select a Type
3. Configure First Name
4. Configure Last Name
5. Optional- Configure Email
6. Optional- Configure Phone
7. Optional- Configure Address
8. Optional- Configure Address Postal
9. Optional- Configure Company Name
10. Optional- Configure Website URL
11. Optional- Configure Is DND?
12. Optional- Configure Name Legal
13. Optional- Configure Name Salutation
14. Optional- Configure Name Address
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 Spreadsheet Updated (Instant) on Microsoft Excel

Description:Emit new event when an Excel spreadsheet is updated.

Version:0.0.5

Key:microsoft_excel-new-item-updated

View on GitHub

Microsoft Excel Overview#

The Microsoft Excel API on Pipedream allows you to automate spreadsheet tasks, manipulate data, and integrate Excel with other apps and services. Through Pipedream, you can create serverless workflows that react to events, perform operations on Excel files like reading, writing, updating cells, and managing worksheets. This API turns Excel into a powerful tool for data analysis, report generation, and task automation without manual intervention.

Trigger Code#

import common from "../common/base-webhook.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  dedupe: "unique",
  key: "microsoft_excel-new-item-updated",
  name: "New Spreadsheet Updated (Instant)",
  description: "Emit new event when an Excel spreadsheet is updated.",
  version: "0.0.5",
  type: "source",
  methods: {
    ...common.methods,
    generateMeta(item) {
      const ts = Date.parse(item.lastModifiedDateTime);
      return {
        id: `${item.id}${ts}`,
        summary: `Item ${item.name} was updated`,
        ts,
      };
    },
  },
  sampleEmit,
};

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
Microsoft Excel	`microsoftExcel`	`app`	This component uses the Microsoft Excel 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.
Folder ID	`folderId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

User.Reademailoffline_accessopenidprofileFiles.ReadWriteFiles.Read.AllUser.ReadCrossTenantInformation.ReadBasic.All

About Microsoft Excel#

You can use Microsoft Graph to allow web and mobile applications to read and modify Excel workbooks stored in OneDrive for Business, SharePoint site or Group drive.

Action#

Create Contact on Rex

Description:Creates a new contact in Rex. [See the documentation](https://api-docs.rexsoftware.com/service/contacts#operation/create)

Version:0.0.1

Key:rex-create-contact

View on GitHub

Rex Overview#

The Rex API allows for automation and integration of real estate CRM functionalities within the Pipedream platform. By leveraging Rex, you can streamline operations, synchronize data across various platforms, and trigger actions within the Rex ecosystem based on events from other apps or services. Whether you're managing listings, contacts, or marketing efforts, the Rex API on Pipedream can be a powerful tool to enhance productivity and customer engagement in real estate businesses.

Action Code#

import rex from "../../rex.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "rex-create-contact",
  name: "Create Contact",
  description: "Creates a new contact in Rex. [See the documentation](https://api-docs.rexsoftware.com/service/contacts#operation/create)",
  version: "0.0.1",
  type: "action",
  props: {
    rex,
    type: {
      type: "string",
      label: "Type",
      description: "Whether contact is person or company",
      options: constants.CONTACT_TYPE_OPTIONS,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "Contact's first name",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Contact's last name",
    },
    email: {
      type: "string",
      label: "Email",
      description: "Contact's email address",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Contact's phone number",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "Contact's address",
      optional: true,
    },
    addressPostal: {
      type: "string",
      label: "Address Postal",
      description: "Contact's postal address",
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Company name - company contact only",
      optional: true,
    },
    websiteUrl: {
      type: "string",
      label: "Website URL",
      description: "Company website URL - company contact only",
      optional: true,
    },
    isDnd: {
      type: "boolean",
      label: "Is DND?",
      description: "Whether contact can be contacted for marketing purposes",
      optional: true,
    },
    nameLegal: {
      type: "string",
      label: "Name Legal",
      description: "Contact's legal name",
      optional: true,
    },
    nameSalutation: {
      type: "string",
      label: "Name Salutation",
      description: "Contact's name as salutation",
      optional: true,
    },
    nameAddressee: {
      type: "string",
      label: "Name Address",
      description: "Contact's name as addressee",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      address: this.address,
      address_postal: this.addressPostal,
      company_name: this.companyName,
      website_url: this.websiteUrl,
      is_dnd: this.isDnd,
      type: this.type,
      name_legal: this.nameLegal,
      name_salutation: this.nameSalutation,
      name_addressee: this.nameAddressee,
      related: {
        contact_names: [
          {
            name_first: this.firstName,
            name_last: this.lastName,
          },
        ],
        contact_emails: this.email
          ? [
            {
              email_address: this.email,
            },
          ]
          : undefined,
        contact_phones: this.phone
          ? [
            {
              phone_number: this.phone,
            },
          ]
          : undefined,
      },
    };

    const { result } = await this.rex.createContact({
      data: {
        data,
      },
      $,
    });

    if (result?.id) {
      $.export("$summary", `Successfully created contact with ID ${result.id}.`);
    }

    return result;
  },
};

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
Rex	`rex`	`app`	This component uses the Rex app.
Type	`type`	`string`	Select a value from the drop down menu:`{ "value": "person", "label": "Person" }{ "value": "company", "label": "Company" }`
First Name	`firstName`	`string`	Contact's first name
Last Name	`lastName`	`string`	Contact's last name
Email	`email`	`string`	Contact's email address
Phone	`phone`	`string`	Contact's phone number
Address	`address`	`string`	Contact's address
Address Postal	`addressPostal`	`string`	Contact's postal address
Company Name	`companyName`	`string`	Company name - company contact only
Website URL	`websiteUrl`	`string`	Company website URL - company contact only
Is DND?	`isDnd`	`boolean`	Whether contact can be contacted for marketing purposes
Name Legal	`nameLegal`	`string`	Contact's legal name
Name Salutation	`nameSalutation`	`string`	Contact's name as salutation
Name Address	`nameAddressee`	`string`	Contact's name as addressee

Action Authentication#

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

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

Create Contact with Rex API on New Spreadsheet Updated (Instant) from Microsoft Excel API

Pipedream makes it easy to connect APIs for Rex, Microsoft Excel and 2,700+ other apps remarkably fast.

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

Developers ♥ Pipedream

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