Create Customer with Setmore API on Custom Interval from Schedule API

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Trigger workflow on

Custom Interval from the Schedule API

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Create Customer with the Setmore API

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Getting Started#

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

Select this integration
Configure the Custom Interval trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Create Customer action
1. Connect your Setmore account
2. Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Email
5. Optional- Configure Country Code
6. Optional- Configure Cell Phone
7. Optional- Configure Work Phone
8. Optional- Configure Home Phone
9. Optional- Configure Address
10. Optional- Configure City
11. Optional- Configure State
12. Optional- Configure Postal Code
13. Optional- Configure Image URL
14. Optional- Configure Comment
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#

Custom Interval on Schedule

Description:Trigger your workflow every N hours, minutes or seconds.

Version:0.0.2

Key:schedule-custom-interval

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: "Custom Interval",
  version: "0.0.2",
  key: "schedule-custom-interval",
  type: "source",
  description: "Trigger your workflow every N hours, minutes or seconds.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
    },
  },
};

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 Setmore

Description:Create a new customer in Setmore Appointments. [See the documentation](https://setmore.docs.apiary.io/#introduction/customers/create-a-customer)

Version:0.0.1

Key:setmoreappointments-create-customer

View on GitHub

Setmore Overview#

The Setmore API opens doors to automating appointment scheduling and calendar management, allowing you to sync appointments, customer information, and services across different platforms. This seamless integration through Pipedream can trigger workflows from new appointments, update external CRMs with customer data, or prep team communication channels with upcoming schedule details. By harnessing the Setmore API on Pipedream, you're equipping yourself to orchestrate complex operations with simplicity and precision.

Action Code#

import setmore from "../../setmoreappointments.app.mjs";

export default {
  key: "setmoreappointments-create-customer",
  name: "Create Customer",
  description: "Create a new customer in Setmore Appointments. [See the documentation](https://setmore.docs.apiary.io/#introduction/customers/create-a-customer)",
  version: "0.0.1",
  type: "action",
  props: {
    setmore,
    first_name: {
      type: "string",
      label: "First Name",
      description: "The first name of the customer.",
    },
    last_name: {
      type: "string",
      label: "Last Name",
      description: "The last name of the customer.",
      optional: true,
    },
    email_id: {
      type: "string",
      label: "Email",
      description: "The email of the customer.",
      optional: true,
    },
    country_code: {
      type: "string",
      label: "Country Code",
      description: "The country code of the customer's phone number.",
      optional: true,
    },
    cell_phone: {
      type: "string",
      label: "Cell Phone",
      description: "The cell phone number of the customer.",
      optional: true,
    },
    work_phone: {
      type: "string",
      label: "Work Phone",
      description: "The work phone number of the customer.",
      optional: true,
    },
    home_phone: {
      type: "string",
      label: "Home Phone",
      description: "The home phone number of the customer.",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "The address of the customer.",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "The city of the customer.",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "The state of the customer.",
      optional: true,
    },
    postal_code: {
      type: "string",
      label: "Postal Code",
      description: "The postal code of the customer.",
      optional: true,
    },
    image_url: {
      type: "string",
      label: "Image URL",
      description: "The image URL of the customer.",
      optional: true,
    },
    comment: {
      type: "string",
      label: "Comment",
      description: "Any additional comments about the customer.",
      optional: true,
    },
  },
  async run({ $ }) {
    const { data } = await this.setmore.createCustomer({
      data: {
        first_name: this.first_name,
        last_name: this.last_name,
        email_id: this.email_id,
        country_code: this.country_code,
        cell_phone: this.cell_phone,
        work_phone: this.work_phone,
        home_phone: this.home_phone,
        address: this.address,
        city: this.city,
        state: this.state,
        postal_code: this.postal_code,
        image_url: this.image_url,
        comment: this.comment,
      },
      $,
    });

    if (data?.customer) {
      $.export("$summary", `Successfully created customer with key ${data.customer.key}.`);
    }

    return data.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
Setmore	`setmore`	`app`	This component uses the Setmore app.
First Name	`first_name`	`string`	The first name of the customer.
Last Name	`last_name`	`string`	The last name of the customer.
Email	`email_id`	`string`	The email of the customer.
Country Code	`country_code`	`string`	The country code of the customer's phone number.
Cell Phone	`cell_phone`	`string`	The cell phone number of the customer.
Work Phone	`work_phone`	`string`	The work phone number of the customer.
Home Phone	`home_phone`	`string`	The home phone number of the customer.
Address	`address`	`string`	The address of the customer.
City	`city`	`string`	The city of the customer.
State	`state`	`string`	The state of the customer.
Postal Code	`postal_code`	`string`	The postal code of the customer.
Image URL	`image_url`	`string`	The image URL of the customer.
Comment	`comment`	`string`	Any additional comments about the customer.

Action Authentication#

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

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