← Google Sheets + Solve CRM integrations

Create Contact with Solve CRM API on New Row Added (Instant) from Google Sheets API

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New Row Added (Instant) from the Google Sheets 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 Google Sheets trigger and Solve CRM action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Row Added (Instant) trigger
    1. Connect your Google Sheets account
    2. Configure Push notification renewal schedule
    3. Select a Spreadsheet
    4. Select one or more Worksheet(s)
  3. 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
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event each time a row or rows are added to the bottom of a spreadsheet.
Version:0.1.6
Key:google_sheets-new-row-added

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 newRowAdded from "../common/new-row-added.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...httpBase,
  ...newRowAdded,
  key: "google_sheets-new-row-added",
  name: "New Row Added (Instant)",
  description: "Emit new event each time a row or rows are added to the bottom of a spreadsheet.",
  version: "0.1.6",
  dedupe: "unique",
  type: "source",
  props: {
    ...httpBase.props,
    ...newRowAdded.props,
  },
  methods: {
    ...httpBase.methods,
    ...newRowAdded.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.
LabelPropTypeDescription
Google SheetsgoogleSheetsappThis component uses the Google Sheets app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Push notification renewal scheduletimer$.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.

SpreadsheetsheetIDstringSelect a value from the drop down menu.
Worksheet(s)worksheetIDsstring[]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

Description:Create a new contact. [See the docs here](https://solve360.com/api/contacts/)
Version:0.0.1
Key:solve_crm-create-contact

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.

LabelPropTypeDescription
Solve CRMsolveCrmappThis component uses the Solve CRM app.
First Namefirstnamestring

First name of the contact

Last Namelastnamestring

Last name of the contact

Business Emailbusinessemailstring

Business email of the contact

Personal Emailpersonalemailstring

Personal email of the contact

Mobile Phonecellularphonestring

Mobile phone number of the contact

Business Phonebusinessphonedirectstring

Business phone number of the contact

Business Addressbusinessaddressstring

Business address of the contact

Home Addresshomeaddressstring

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.

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