Create Customer with Orderspace API on New Ticket from Agile CRM API

Pipedream makes it easy to connect APIs for Orderspace, Agile CRM and 2,700+ other apps remarkably fast.

Trigger workflow on

New Ticket from the Agile CRM API

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Create Customer with the Orderspace API

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Getting Started#

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

Select this integration
Configure the New Ticket trigger
1. Connect your Agile CRM account
2. Configure timer
3. Optional- Configure Max API Requests per Execution
4. Select a Filter
Configure the Create Customer action
1. Connect your Orderspace account
2. Configure Company Name
3. Configure Contact Name
4. Configure Email
5. Configure Address Line 1
6. Optional- Configure Address Line 2
7. Configure City
8. Configure State
9. Configure Postal Code
10. Configure Country
11. Optional- Configure Phone
12. Optional- Configure Reference
13. Optional- Configure Internal Note
14. Optional- Configure Sales Tax Number
15. Optional- Configure Minimum Spend
16. Optional- Select a Payment Term ID
17. Optional- Select a Customer Group ID
18. Optional- Select a Price List ID
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 Ticket on Agile CRM

Description:Emit new event when a new ticket is created

Version:0.0.4

Key:agile_crm-new-ticket

View on GitHub

Agile CRM Overview#

The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.

Trigger Code#

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

export default {
  ...common,
  key: "agile_crm-new-ticket",
  name: "New Ticket",
  description: "Emit new event when a new ticket is created",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    filter: {
      propDefinition: [
        common.props.agileCrm,
        "filter",
      ],
    },
  },
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.agileCrm.listTickets.bind(this);
    },
    getParams() {
      return {
        filter_id: this.filter,
      };
    },
    generateMeta(ticket) {
      return {
        id: ticket.id,
        summary: ticket.subject,
        ts: ticket.created_time,
      };
    },
  },
};

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
Agile CRM	`agileCrm`	`app`	This component uses the Agile CRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Max API Requests per Execution	`maxRequests`	`integer`	The maximum number of API requests to make per execution (e.g., multiple requests are required to retrieve paginated results).
Filter	`filter`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

About Agile CRM#

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

Action#

Create Customer on Orderspace

Description:Create a new customer. [See the documentation](https://apidocs.orderspace.com/#create-a-customer)

Version:0.0.1

Key:orderspace-create-customer

View on GitHub

Action Code#

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

export default {
  key: "orderspace-create-customer",
  name: "Create Customer",
  description: "Create a new customer. [See the documentation](https://apidocs.orderspace.com/#create-a-customer)",
  type: "action",
  version: "0.0.1",
  props: {
    orderspace,
    companyName: {
      type: "string",
      label: "Company Name",
      description: "The name of the customer's company",
    },
    contactName: {
      type: "string",
      label: "Contact Name",
      description: "The contact name for the customer",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email address of the customer",
    },
    addressLine1: {
      type: "string",
      label: "Address Line 1",
      description: "The first line of the customer's address",
    },
    addressLine2: {
      type: "string",
      label: "Address Line 2",
      description: "The second line of the customer's address",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "The city of the customer's address",
    },
    state: {
      type: "string",
      label: "State",
      description: "The state of the customer's address",
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "The postal code of the customer's address",
    },
    country: {
      type: "string",
      label: "Country",
      description: "The 2 letter country code of the customer's address",
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The phone number of the customer",
      optional: true,
    },
    reference: {
      type: "string",
      label: "Reference",
      description: "Your reference for the customer",
      optional: true,
    },
    internalNote: {
      type: "string",
      label: "Internal Note",
      description: "An internal note for the customer",
      optional: true,
    },
    taxNumber: {
      type: "string",
      label: "Sales Tax Number",
      description: "The sales tax number of the customer",
      optional: true,
    },
    minimumSpend: {
      type: "string",
      label: "Minimum Spend",
      description: "The minimum spend per order for the customer",
      optional: true,
    },
    paymentTermId: {
      propDefinition: [
        orderspace,
        "paymentTermId",
      ],
    },
    customerGroupId: {
      propDefinition: [
        orderspace,
        "customerGroupId",
      ],
    },
    priceListId: {
      propDefinition: [
        orderspace,
        "priceListId",
      ],
    },
  },
  async run({ $ }) {
    const { customer } = await this.orderspace.createCustomer({
      data: {
        customer: {
          company_name: this.companyName,
          reference: this.reference,
          internal_note: this.internalNote,
          buyers: [
            {
              name: this.contactName,
              email_address: this.email,
            },
          ],
          phone: this.phone,
          email_addresses: {
            orders: this.email,
            dispatches: this.email,
            invoices: this.email,
          },
          tax_number: this.taxNumber,
          addresses: [
            {
              company_name: this.companyName,
              contact_name: this.contactName,
              line1: this.addressLine1,
              line2: this.addressLine2,
              city: this.city,
              state: this.state,
              postal_code: this.postalCode,
              country: this.country,
            },
          ],
          minimum_spend: this.minimumSpend,
          payment_terms_id: this.paymentTermId,
          customer_group_id: this.customerGroupId,
          price_list_id: this.priceListId,
        },
      },
    });
    $.export("$summary", `Successfully created customer with ID: ${customer.id}`);
    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
Orderspace	`orderspace`	`app`	This component uses the Orderspace app.
Company Name	`companyName`	`string`	The name of the customer's company
Contact Name	`contactName`	`string`	The contact name for the customer
Email	`email`	`string`	The email address of the customer
Address Line 1	`addressLine1`	`string`	The first line of the customer's address
Address Line 2	`addressLine2`	`string`	The second line of the customer's address
City	`city`	`string`	The city of the customer's address
State	`state`	`string`	The state of the customer's address
Postal Code	`postalCode`	`string`	The postal code of the customer's address
Country	`country`	`string`	The 2 letter country code of the customer's address
Phone	`phone`	`string`	The phone number of the customer
Reference	`reference`	`string`	Your reference for the customer
Internal Note	`internalNote`	`string`	An internal note for the customer
Sales Tax Number	`taxNumber`	`string`	The sales tax number of the customer
Minimum Spend	`minimumSpend`	`string`	The minimum spend per order for the customer
Payment Term ID	`paymentTermId`	`string`	Select a value from the drop down menu.
Customer Group ID	`customerGroupId`	`string`	Select a value from the drop down menu.
Price List ID	`priceListId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

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

Create Customer with Orderspace API on New Ticket from Agile CRM API

Pipedream makes it easy to connect APIs for Orderspace, Agile CRM 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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