Create Contact with Wealthbox API on New Uploaded File (Instant) from Uploadcare API

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Trigger workflow on

New Uploaded File (Instant) from the Uploadcare API

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Create Contact with the Wealthbox API

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Getting Started#

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

Select this integration
Configure the New Uploaded File (Instant) trigger
1. Connect your Uploadcare account
Configure the Create Contact action
1. Connect your Wealthbox account
2. Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Email
5. Optional- Configure Phone
6. Optional- Configure Company
7. Optional- Select a Type
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 Uploaded File (Instant) on Uploadcare

Description:Emit new event on each created task.

Version:0.0.1

Key:uploadcare-new-task

View on GitHub

Uploadcare Overview#

Uploadcare is a file uploading, processing, and delivery platform that provides developers with tools to handle the entire file lifecycle with ease. With its robust API, you can upload files from any device, transform images and documents on-the-fly, and manage digital content with a comprehensive set of features. Integrating Uploadcare with Pipedream allows you to craft workflows that automate file operations and connect them seamlessly with other services, such as CRMs, marketing platforms, and data analysis tools.

Trigger Code#

import common from "../common/common.mjs";

export default {
  ...common,
  name: "New Uploaded File (Instant)",
  version: "0.0.1",
  key: "uploadcare-new-task",
  description: "Emit new event on each created task.",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getWebhookEventType() {
      return "file.uploaded";
    },
    async deploy() {
      const response = await this.uploadcare.getFiles({
        params: {
          limit: 10,
        },
      });

      response.results.reverse().forEach(this.emitEvent);
    },
    emitEvent(event) {
      const data = event?.data ?? event;

      this.$emit(data, {
        id: data.uuid,
        summary: `New file uploaded with id ${data.uuid}`,
        ts: new Date(),
      });
    },
  },
};

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
Uploadcare	`uploadcare`	`app`	This component uses the Uploadcare 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.

Trigger Authentication#

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

To retrieve your Uploadcare API key and secret,
* Navigate to your Uploadcare account and sign in
* Go to “API Keys” inside the navigation bar on the left.

About Uploadcare#

Uploadcare handles file uploads, storage, processing and delivery for the modern web. Build more, code less. Sign up at uploadcare.com to get your free API key.

Action#

Create Contact on Wealthbox

Description:Create a new contact. [See the documentation](http://dev.wealthbox.com/#contacts-create-a-new-contact-post)

Version:0.0.1

Key:wealthbox-create-contact

View on GitHub

Wealthbox Overview#

The Wealthbox API allows for the management and automation of customer relationship management (CRM) tasks within Wealthbox's platform. By leveraging this API on Pipedream, you can create workflows that automate updates, manage contacts, and sync data across multiple applications. This can greatly enhance productivity, reduce manual entry errors, and keep data consistent across platforms.

Action Code#

import wealthbox from "../../wealthbox.app.mjs";

export default {
  key: "wealthbox-create-contact",
  name: "Create Contact",
  description: "Create a new contact. [See the documentation](http://dev.wealthbox.com/#contacts-create-a-new-contact-post)",
  version: "0.0.1",
  type: "action",
  props: {
    wealthbox,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the contact",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the contact",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email address of the contact",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The phone number of the contact",
      optional: true,
    },
    company: {
      type: "string",
      label: "Company",
      description: "The name of the contact’s present company",
      optional: true,
    },
    type: {
      propDefinition: [
        wealthbox,
        "contactType",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.wealthbox.createContact({
      data: {
        first_name: this.firstName,
        last_name: this.lastName,
        email_addresses: [
          {
            address: this.email,
          },
        ],
        phone_numbers: [
          {
            address: this.phone,
          },
        ],
        company: this.company,
        contact_type: this.type,
      },
      $,
    });

    if (response) {
      $.export("$summary", `Successfully created contact with ID ${response.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
Wealthbox	`wealthbox`	`app`	This component uses the Wealthbox app.
First Name	`firstName`	`string`	The first name of the contact
Last Name	`lastName`	`string`	The last name of the contact
Email	`email`	`string`	The email address of the contact
Phone	`phone`	`string`	The phone number of the contact
Company	`company`	`string`	The name of the contact’s present company
Type	`type`	`string`	Select a value from the drop down menu.

Action Authentication#

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

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

logindata

Create Contact with Wealthbox API on New Uploaded File (Instant) from Uploadcare API

Pipedream makes it easy to connect APIs for Wealthbox, Uploadcare 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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