Create Customer with Firmao API on Daily schedule from Schedule API

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Trigger workflow on

Daily schedule from the Schedule API

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Create Customer with the Firmao API

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Getting Started#

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

Select this integration
Configure the Daily schedule trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Create Customer action
1. Connect your Firmao account
2. Configure Name
3. Optional- Configure Description
4. Optional- Configure Email
5. Optional- Configure Phone
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#

Daily schedule on Schedule

Description:Trigger your workflow every day.

Version:0.0.1

Key:schedule-daily

View on GitHub

Schedule Overview#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code#

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

export default {
  name: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

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
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.interface.timer`	Enter a cron expression

Trigger Authentication#

The Schedule API does not require authentication.

About Schedule#

Trigger workflows on an interval or cron schedule.

Action#

Create Customer on Firmao

Description:Create a new company customer. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)

Version:0.0.1

Key:firmao-create-customer

View on GitHub

Firmao Overview#

The Firmao API allows for the integration of Firmao's CRM and ERP features into Pipedream's serverless platform, enabling the automation of tasks such as managing contacts, projects, tasks, invoices, and timesheets. By leveraging Pipedream's capabilities, users can create custom workflows that respond to events in Firmao, or orchestrate actions between Firmao and other apps to streamline business processes.

Action Code#

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

export default {
  key: "firmao-create-customer",
  name: "Create Customer",
  description: "Create a new company customer. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    name: {
      type: "string",
      label: "Name",
      description: "The name of the customer",
    },
    description: {
      type: "string",
      label: "Description",
      description: "The description of the customer",
      optional: true,
    },
    emails: {
      type: "string[]",
      label: "Email",
      description: "The list of emails of the customer",
      optional: true,
    },
    phones: {
      type: "string[]",
      label: "Phone",
      description: "The list of phone numbers of the customer",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      name: this.name,
      emails: this.emails,
      phones: this.phones,
      description: this.description,
    };

    const customer = await this.app.createCustomer({
      $,
      data,
    });
    $.export("$summary", `Successfully created customer "${this.name}"`);

    return customer;
  },
};

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
Firmao	`app`	`app`	This component uses the Firmao app.
Name	`name`	`string`	The name of the customer
Description	`description`	`string`	The description of the customer
Email	`emails`	`string[]`	The list of emails of the customer
Phone	`phones`	`string[]`	The list of phone numbers of the customer

Action Authentication#

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

To retrieve your API Login and Password,