Create Customer with Square API on New Folder Created from Microsoft Sharepoint API

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New Folder Created from the Microsoft Sharepoint API

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Create Customer with the Square API

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Getting Started#

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

Select this integration
Configure the New Folder Created trigger
1. Connect your Microsoft Sharepoint account
2. Configure timer
3. Select a Site
4. Select a Drive ID
5. Optional- Select a Folder ID
Configure the Create Customer action
1. Connect your Square account
2. Optional- Configure Given Name
3. Optional- Configure Family Name
4. Optional- Configure Company Name
5. Optional- Configure Email Address
6. Optional- Configure Phone Number
7. Optional- Configure Reference ID
8. Optional- Configure Note
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 Folder Created on Microsoft Sharepoint

Description:Emit new event when a new folder is created in Microsoft Sharepoint.

Version:0.0.1

Key:sharepoint-new-folder-created

View on GitHub

Microsoft Sharepoint Overview#

The Microsoft SharePoint Online API opens up a world of possibilities for integrating your SharePoint content with other services and automating tasks. With Pipedream, you can harness this API to create powerful workflows that trigger on events in SharePoint, manipulate data, and connect with countless other apps. Create custom automations for document management, team notifications, content moderation, and more, without the need to manage infrastructure.

Trigger Code#

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

export default {
  ...common,
  key: "sharepoint-new-folder-created",
  name: "New Folder Created",
  description: "Emit new event when a new folder is created in Microsoft Sharepoint.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    siteId: {
      propDefinition: [
        common.props.sharepoint,
        "siteId",
      ],
    },
    driveId: {
      propDefinition: [
        common.props.sharepoint,
        "driveId",
        (c) => ({
          siteId: c.siteId,
        }),
      ],
    },
    folderId: {
      propDefinition: [
        common.props.sharepoint,
        "folderId",
        (c) => ({
          siteId: c.siteId,
          driveId: c.driveId,
        }),
      ],
    },
  },
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.folderId
        ? this.sharepoint.listDriveItemsInFolder
        : this.sharepoint.listDriveItems;
    },
    getArgs() {
      return {
        siteId: this.siteId,
        driveId: this.driveId,
        folderId: this.folderId,
        params: {
          orderby: "lastModifiedDateTime desc",
        },
      };
    },
    getTsField() {
      return "lastModifiedDateTime";
    },
    isSortedDesc() {
      return true;
    },
    isRelevant(item) {
      return !!item.folder;
    },
    generateMeta(item) {
      return {
        id: item.id,
        summary: `New Folder: ${item.name}`,
        ts: Date.parse(item.createdDateTime),
      };
    },
  },
};

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
Microsoft Sharepoint	`sharepoint`	`app`	This component uses the Microsoft Sharepoint app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Site	`siteId`	`string`	Select a value from the drop down menu.
Drive ID	`driveId`	`string`	Select a value from the drop down menu.
Folder ID	`folderId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

emailoffline_accessopenidprofileSites.Manage.AllSites.Read.AllSites.ReadWrite.AllUser.Read

About Microsoft Sharepoint#

Share and manage content, knowledge, and applications to empower teamwork, quickly find information, and seamlessly collaborate across the organization.

Action#

Create Customer on Square

Description:Creates a new customer for a business. Must provide at least one of the following: Given Name, Family Name, Company Name, Email Address, or Phone Number. [See the docs](https://developer.squareup.com/reference/square/customers-api/create-customer).

Version:0.0.4

Key:square-create-customer

View on GitHub

Square Overview#

The Square API opens up a realm of possibilities for merchants to effortlessly manage their sales, inventory, customers, and payments. With Pipedream, you can automate actions based on events in Square, such as new transactions, updated orders, or customer profile changes. Craft custom workflows that react in real-time, sync data across platforms, or streamline reporting. Through Pipedream's serverless platform, you can connect Square with countless other apps without writing extensive code, turning manual tasks into automated, efficient processes.

Action Code#

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

export default {
  key: "square-create-customer",
  name: "Create Customer",
  description: `Creates a new customer for a business. Must provide at least one of the following:
    Given Name, Family Name, Company Name, Email Address, or Phone Number. [See the docs](https://developer.squareup.com/reference/square/customers-api/create-customer).`,
  type: "action",
  version: "0.0.4",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  props: {
    square,
    givenName: {
      type: "string",
      label: "Given Name",
      description: "The first name associated with the customer profile",
      optional: true,
    },
    familyName: {
      type: "string",
      label: "Family Name",
      description: "The last name associated with the customer profile",
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "A business name associated with the customer profile",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email Address",
      description: "The email address associated with the customer profile",
      optional: true,
    },
    phoneNumber: {
      type: "string",
      label: "Phone Number",
      description: "Must be a valid phone number and can contain 9-16 digits, with an optional + prefix and country code",
      optional: true,
    },
    referenceId: {
      propDefinition: [
        square,
        "referenceId",
      ],
    },
    note: {
      type: "string",
      label: "Note",
      description: "A custom note associated with the customer profile",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.square.createCustomer({
      $,
      generateIdempotencyKey: true,
      data: {
        given_name: this.givenName,
        family_name: this.familyName,
        company_name: this.companyName,
        email_address: this.email,
        phone_number: this.phoneNumber,
        reference_id: this.referenceId,
        note: this.note,
      },
    });
    $.export("$summary", "Successfully created customer");
    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
Square	`square`	`app`	This component uses the Square app.
Given Name	`givenName`	`string`	The first name associated with the customer profile
Family Name	`familyName`	`string`	The last name associated with the customer profile
Company Name	`companyName`	`string`	A business name associated with the customer profile
Email Address	`email`	`string`	The email address associated with the customer profile
Phone Number	`phoneNumber`	`string`	Must be a valid phone number and can contain 9-16 digits, with an optional + prefix and country code
Reference ID	`referenceId`	`string`	An optional second ID used to associate the customer profile with an entity in another system
Note	`note`	`string`	A custom note associated with the customer profile

Action Authentication#

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

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

CUSTOMERS_READCUSTOMERS_WRITEPAYMENTS_READPAYMENTS_WRITEORDERS_READORDERS_WRITESUBSCRIPTIONS_READSUBSCRIPTIONS_WRITEITEMS_READITEMS_WRITEINVOICES_READINVOICES_WRITELOYALTY_READLOYALTY_WRITEEMPLOYEES_READEMPLOYEES_WRITEMERCHANT_PROFILE_READBANK_ACCOUNTS_READSETTLEMENTS_READDEVELOPER_APPLICATION_WEBHOOKS_WRITEAPPOINTMENTS_ALL_READAPPOINTMENTS_READ

Create Customer with Square API on New Folder Created from Microsoft Sharepoint API

Pipedream makes it easy to connect APIs for Square, Microsoft Sharepoint and 2,900+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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