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

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Trigger workflow on

New Worksheet (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.

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 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 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 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 Worksheet (Instant) from Google Sheets API

Pipedream makes it easy to connect APIs for Solve CRM, 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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