Create Contact with Solve CRM API on New List Entry (Instant) from Attio API

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Trigger workflow on

New List Entry (Instant) from the Attio API

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Create Contact with the Solve CRM API

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Getting Started#

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

Select this integration
Configure the New List Entry (Instant) trigger
1. Connect your Attio account
2. Select a List ID
Configure the Create Contact action
1. Connect your Solve CRM account
2. Optional- Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Business Email
5. Optional- Configure Personal Email
6. Optional- Configure Mobile Phone
7. Optional- Configure Business Phone
8. Optional- Configure Business Address
9. Optional- Configure Home 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 List Entry (Instant) on Attio

Description:Emit new event when a record, such as person, company, or deal, is added to a list

Version:0.0.3

Key:attio-new-list-entry-instant

View on GitHub

Trigger Code#

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

export default {
  ...common,
  key: "attio-new-list-entry-instant",
  name: "New List Entry (Instant)",
  description: "Emit new event when a record, such as person, company, or deal, is added to a list",
  version: "0.0.3",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    listId: {
      propDefinition: [
        common.props.attio,
        "listId",
      ],
    },
  },
  methods: {
    ...common.methods,
    getSubscriptions() {
      return [
        {
          event_type: "list-entry.created",
          filter: {
            "$and": [
              {
                field: "id.list_id",
                operator: "equals",
                value: this.listId,
              },
            ],
          },
        },
      ];
    },
    generateMeta(entry) {
      return {
        id: entry.id.entry_id,
        summary: `New Entry with ID: ${entry.id.entry_id}`,
        ts: Date.now(),
      };
    },
  },
  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
Attio	`attio`	`app`	This component uses the Attio 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.
List ID	`listId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

About Attio#

Customer relationship magic. Powerful, flexible and data-driven, Attio makes it easy to build the exact CRM your business needs.

Action#

Create Contact on Solve CRM

Description:Create a new contact. [See the docs here](https://solve360.com/api/contacts/)

Version:0.0.1

Key:solve_crm-create-contact

View on GitHub

Solve CRM Overview#

The Solve CRM API offers a variety of endpoints to manage customer relationships and sales processes programmatically. It enables users to create, read, update, and delete customer data, manage projects, track email communication, and automate workflows involving contacts and companies. Pipedream harnesses this power, allowing you to connect Solve CRM with a myriad of other apps and services to streamline sales pipelines, enhance customer engagement, and automate routine tasks.

Action Code#

import solveCrm from "../../solve_crm.app.mjs";

export default {
  key: "solve_crm-create-contact",
  name: "Create Contact",
  description: "Create a new contact. [See the docs here](https://solve360.com/api/contacts/)",
  version: "0.0.1",
  type: "action",
  props: {
    solveCrm,
    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,
    },
    businessemail: {
      type: "string",
      label: "Business Email",
      description: "Business email of the contact",
      optional: true,
    },
    personalemail: {
      type: "string",
      label: "Personal Email",
      description: "Personal email of the contact",
      optional: true,
    },
    cellularphone: {
      type: "string",
      label: "Mobile Phone",
      description: "Mobile phone number of the contact",
      optional: true,
    },
    businessphonedirect: {
      type: "string",
      label: "Business Phone",
      description: "Business phone number of the contact",
      optional: true,
    },
    businessaddress: {
      type: "string",
      label: "Business Address",
      description: "Business address of the contact",
      optional: true,
    },
    homeaddress: {
      type: "string",
      label: "Home Address",
      description: "Home address of the contact",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      firstname,
      lastname,
      businessemail,
      personalemail,
      cellularphone,
      businessphonedirect,
      businessaddress,
      homeaddress,
    } = this;

    const data = {
      firstname,
      lastname,
      businessemail,
      personalemail,
      cellularphone,
      businessphonedirect,
      businessaddress,
      homeaddress,
    };

    const response = await this.solveCrm.createContact({
      data,
    }, $);
    $.export("$summary", `Successfully created contact with ID ${response.item.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
Solve CRM	`solveCrm`	`app`	This component uses the Solve CRM app.
First Name	`firstname`	`string`	First name of the contact
Last Name	`lastname`	`string`	Last name of the contact
Business Email	`businessemail`	`string`	Business email of the contact
Personal Email	`personalemail`	`string`	Personal email of the contact
Mobile Phone	`cellularphone`	`string`	Mobile phone number of the contact
Business Phone	`businessphonedirect`	`string`	Business phone number of the contact
Business Address	`businessaddress`	`string`	Business address of the contact
Home Address	`homeaddress`	`string`	Home address of the contact

Action Authentication#

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

You can get your API Token under Solve menu > My Account > API Token.
For email, use the address asssociated to your Solve CRM account.

About Solve CRM#

Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

More Ways to Connect Solve CRM + Attio#

Other Popular Integrations#

Create Note with Attio API on New Company Created (Instant) from Solve CRM API

Solve CRM + Attio

Create Contact with Solve CRM API on New List Entry (Instant) from Attio API

Pipedream makes it easy to connect APIs for Solve CRM, Attio 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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