← MySQL + Solve CRM integrations

Create Contact with Solve CRM API on New Row (Custom Query) from MySQL API

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Trigger workflow on
New Row (Custom Query) from the MySQL API
Next, do this
Create Contact with the Solve CRM API
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Getting Started

This integration creates a workflow with a MySQL 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 (Custom Query) trigger
    1. Connect your MySQL account
    2. Configure timer
    3. Select a Table
    4. Optional- Select a De-duplication Key
    5. Configure Where condition
    6. Configure Values
  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 when new rows are returned from a custom query. [See the docs here](https://dev.mysql.com/doc/refman/8.0/en/select.html)
Version:2.0.3
Key:mysql-new-row-custom-query

MySQL Overview

The MySQL application on Pipedream enables direct interaction with your MySQL databases, allowing you to perform CRUD operations—create, read, update, delete—on your data with ease. You can leverage these capabilities to automate data synchronization, report generation, and event-based triggers that kick off workflows in other apps. With Pipedream's serverless platform, you can connect MySQL to hundreds of other services without managing infrastructure, crafting complex code, or handling authentication.

Trigger Code

import common from "../common/table.mjs";
import { v4 as uuidv4 } from "uuid";

const { mysql } = common.props;

export default {
  ...common,
  key: "mysql-new-row-custom-query",
  name: "New Row (Custom Query)",
  description: "Emit new event when new rows are returned from a custom query. [See the docs here](https://dev.mysql.com/doc/refman/8.0/en/select.html)",
  version: "2.0.3",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    column: {
      propDefinition: [
        mysql,
        "column",
        (c) => ({
          table: c.table,
        }),
      ],
      label: "De-duplication Key",
      description:
        "The name of a column in the table to use for de-duplication",
      optional: true,
    },
    condition: {
      propDefinition: [
        mysql,
        "whereCondition",
      ],
    },
    values: {
      propDefinition: [
        mysql,
        "whereValues",
      ],
    },
  },
  methods: {
    ...common.methods,
    async listResults() {
      const {
        table,
        condition,
        values,
      } = this;

      const numberOfQuestionMarks = condition?.match(/\?/g)?.length;

      if (!numberOfQuestionMarks) {
        throw new Error("No valid condition provided. At least one question mark character ? must be provided.");
      }

      if (!Array.isArray(values)) {
        throw new Error("No valid values provided. The values property must be an array.");
      }

      if (values.length !== numberOfQuestionMarks) {
        throw new Error("The number of values provided does not match the number of question marks ? in the condition.");
      }

      const rows = await this.mysql.findRows({
        table,
        condition,
        values,
      });
      this.iterateAndEmitEvents(rows);
    },
    generateMeta(row) {
      const id = this.column
        ? row[this.column]
        : uuidv4();
      return {
        id,
        summary: `New Row ${id}`,
        ts: Date.now(),
      };
    },
  },
};

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
MySQLmysqlappThis component uses the MySQL app.
timer$.interface.timer
TabletablestringSelect a value from the drop down menu.
De-duplication KeycolumnstringSelect a value from the drop down menu.
Where conditionconditionstring

In this expression you can write your own conditions (eg. column1 = ? or column2 = ?). Depending on the number of ? symbols likewise you need to add the same number of values.

Valuesvaluesstring[]

This is the list of values that will match every ? symbol in the where expression. If you want to build yourself the values (eg. {{["string1", "string2"]}})

Trigger Authentication

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

Before you connect to your MySQL database from Pipedream, please make sure your database is either:

  1. Accessible from the public internet (You may need to add a firewall rule on 0.0.0.0/0 on port 3306), or
  2. Accessible from a static IP that you've configured using a VPC in Pipedream, and enabled the workflow to connect through that VPC

SSL Setup

Configure SSL on your MySQL database by providing the CA (Certificate Authority), and choosing between Full Verification, Verify Certificate Authority (CA), or Skip Verification. Skipping verification is not recommended as this has serious security implications.

About MySQL

MySQL is an open-source relational database management system.

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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