Create Deal with Overloop 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 Deal with the Overloop API

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Getting Started#

This integration creates a workflow with a Schedule trigger and Overloop 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 Deal action
1. Connect your Overloop account
2. Select a Stage ID
3. Configure Title
4. Optional- Configure Value
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 Deal on Overloop

Description:Creates a new deal. [See the docs](https://apidoc.overloop.com/#create-a-deal)

Version:0.0.1

Key:overloop-create-deal

View on GitHub

Overloop Overview#

The Overloop API is a powerhouse for sales automation, enabling users to streamline their sales pipeline by automating repetitive tasks, syncing data across platforms, and enhancing lead management. With Pipedream, you can leverage Overloop's capabilities to create detailed, event-driven workflows that respond in real-time to changes in your sales environment. This integration can help maintain a healthy sales funnel, ensure timely follow-ups, and personalize communication at scale.

Action Code#

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

export default {
  key: "overloop-create-deal",
  name: "Create Deal",
  description: "Creates a new deal. [See the docs](https://apidoc.overloop.com/#create-a-deal)",
  version: "0.0.1",
  type: "action",
  props: {
    overloop,
    stageId: {
      propDefinition: [
        overloop,
        "stageId",
      ],
      optional: false,
    },
    title: {
      propDefinition: [
        overloop,
        "title",
      ],
      optional: false,
    },
    value: {
      propDefinition: [
        overloop,
        "value",
      ],
    },
  },
  async run({ $ }) {
    const data = {
      data: {
        type: "deals",
        attributes: {
          stage_id: this.stageId,
          title: this.title,
          value: this.value,
        },
      },
    };

    const { data: response } = await this.overloop.createDeal({
      data,
      $,
    });

    $.export("$summary", `Successfully created deal 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
Overloop	`overloop`	`app`	This component uses the Overloop app.
Stage ID	`stageId`	`string`	Select a value from the drop down menu.
Title	`title`	`string`	The name of the deal
Value	`value`	`integer`	The value of the deal

Action Authentication#

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

To retrieve your API key,

Navigate to your Overloop account and sign in
Go to “Settings” > “API”

Create Deal with Overloop API on Daily schedule from Schedule API

Pipedream makes it easy to connect APIs for Overloop, Schedule and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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