Create Contact with Solve CRM API on New Row Created from Coda API

Pipedream makes it easy to connect APIs for Solve CRM, Coda and 2,500+ other apps remarkably fast.

Trigger workflow on

New Row Created from the Coda API

Next, do this

Create Contact with the Solve CRM API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Coda 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 Row Created trigger
1. Connect your Coda account
2. Configure timer
3. Select a Doc ID
4. Select a Table ID
5. Optional- Configure Include Updated Rows
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 Row Created on Coda

Description:Emit new event for every created / updated row in a table. [See the documentation.](https://coda.io/developers/apis/v1#tag/Rows/operation/listRows)

Version:0.0.4

Key:coda-row-created

View on GitHub

Coda Overview#

The Coda API enables you to interact with your Coda docs for both data retrieval and manipulation. By leveraging this API on Pipedream, you can automate document updates, synchronize data across different platforms, orchestrate complex workflows, and react to changes in real-time. Coda’s tables can act as dynamic databases that interconnect with various services, allowing you to streamline operations that depend on the timely and accurate exchange of information.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import coda from "../../coda.app.mjs";

export default {
  key: "coda-row-created",
  name: "New Row Created",
  description: "Emit new event for every created / updated row in a table. [See the documentation.](https://coda.io/developers/apis/v1#tag/Rows/operation/listRows)",
  type: "source",
  version: "0.0.4",
  dedupe: "unique",
  props: {
    coda,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    docId: {
      propDefinition: [
        coda,
        "docId",
      ],
    },
    tableId: {
      propDefinition: [
        coda,
        "tableId",
        (c) => ({
          docId: c.docId,
        }),
      ],
    },
    includeUpdates: {
      type: "boolean",
      label: "Include Updated Rows",
      description: "Emit events for updates on existing rows?",
      optional: true,
    },
  },
  hooks: {
    async deploy() {
      const rows = await this.fetchRows(25);
      this.emitEvents(rows.reverse());
    },
  },
  methods: {
    _getLastTs() {
      return this.db.get("lastTs") || 0;
    },
    _setLastTs(lastTs) {
      this.db.set("lastTs", lastTs);
    },
    getTsKey() {
      return this.includeUpdates
        ? "updatedAt"
        : "createdAt";
    },
    async fetchRows(maxResults) {
      const rows = [];
      const tsKey = this.getTsKey();
      const lastTs = this._getLastTs();
      let maxTs = lastTs;
      let done = false;

      const params = {
        sortBy: tsKey,
      };

      while (true) {
        const {
          items = [],
          nextPageToken,
        } = await this.coda.findRow(
          null,
          this.docId,
          this.tableId,
          params,
        );
        for (const item of items) {
          const ts = Date.parse(item[tsKey]);
          if (ts > lastTs) {
            rows.push(item);
            if (ts > maxTs) {
              maxTs = ts;
            }
            if (rows.length >= maxResults) {
              done = true;
              break;
            }
          }
          else {
            done = true;
          }
        }
        params.pageToken = nextPageToken;

        if (!nextPageToken || done) {
          this._setLastTs(maxTs);
          return rows;
        }
      }
    },
    rowSummary(row) {
      const name = row.name && ` - ${row.name}` || "";
      return `Row index: ${row.index}` + name;
    },
    emitEvents(events) {
      for (const row of events) {
        const id = this.includeUpdates
          ? `${row.id}-${row.updatedAt}`
          : row.id;

        this.$emit(row, {
          id,
          summary: this.rowSummary(row),
          ts: row.updatedAt,
        });
      }
    },
  },
  async run() {
    const rows = await this.fetchRows();
    this.emitEvents(rows.reverse());
  },
};

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
Coda	`coda`	`app`	This component uses the Coda app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Doc ID	`docId`	`string`	Select a value from the drop down menu.
Table ID	`tableId`	`string`	Select a value from the drop down menu.
Include Updated Rows	`includeUpdates`	`boolean`	Emit events for updates on existing rows?

Trigger Authentication#

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

About Coda#

Coda is familiar like a doc and engaging like an app, so your team can jump in quickly, collaborate effectively, and make decisions that stick.

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

Create Contact with Solve CRM API on New Row Created from Coda API

Pipedream makes it easy to connect APIs for Solve CRM, Coda and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,500+apps by most popular

1
-
24
of
2,500+
apps by most popular