Create Contact with Rex API on New Worksheet (Instant) from Google Sheets API

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New Worksheet (Instant) from the Google Sheets API

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Create Contact with the Rex API

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Getting Started#

This integration creates a workflow with a Google Sheets 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 Worksheet (Instant) trigger
1. Connect your Google Sheets account
2. Configure Push notification renewal schedule
3. Select a Spreadsheet
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 Worksheet (Instant) on Google Sheets

Description:Emit new event each time a new worksheet is created in a spreadsheet.

Version:0.1.8

Key:google_sheets-new-worksheet

View on GitHub

Google Sheets Overview#

The Google Sheets API allows for the creation, reading, updating, and deletion of data within Google Sheets, enabling a robust platform for spreadsheet management and data manipulation. Through Pipedream, you can craft serverless workflows that respond to various triggers, such as webhook events, emails, or scheduled times, to interact with Google Sheets. This synergy can automate reporting, synchronize data across applications, manage inventory, track leads in a CRM, or even conduct survey analysis by updating and retrieving sheet data on the fly.

Trigger Code#

import httpBase from "../common/http-based/sheet.mjs";
import newWorksheet from "../common/new-worksheet.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...httpBase,
  ...newWorksheet,
  key: "google_sheets-new-worksheet",
  type: "source",
  name: "New Worksheet (Instant)",
  description: "Emit new event each time a new worksheet is created in a spreadsheet.",
  version: "0.1.8",
  dedupe: "unique",
  hooks: {
    ...httpBase.hooks,
    ...newWorksheet.hooks,
  },
  props: {
    ...httpBase.props,
    ...newWorksheet.props,
  },
  methods: {
    ...httpBase.methods,
    ...newWorksheet.methods,
  },
  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
Google Sheets	`googleSheets`	`app`	This component uses the Google Sheets 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.
Push notification renewal schedule	`timer`	`$.interface.timer`	The Google Drive API requires occasionally renewal of push notification subscriptions. This runs in the background, so you should not need to modify this schedule.
Spreadsheet	`sheetID`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Google Sheets uses OAuth authentication. When you connect your Google Sheets account, Pipedream will open a popup window where you can sign into Google Sheets 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 Sheets API.

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

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

About Google Sheets#

Use Google Sheets to create and edit online spreadsheets. Get insights together with secure sharing in real-time and from any device.

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 Worksheet (Instant) from Google Sheets API

Pipedream makes it easy to connect APIs for Rex, Google Sheets and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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