← Typebot + Pipeline integrations

Create Deal with Pipeline API on New Zapier Step Triggered (Instant) from Typebot API

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New Zapier Step Triggered (Instant) from the Typebot API
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Create Deal with the Pipeline API
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Getting Started

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

  1. Select this integration
  2. Configure the New Zapier Step Triggered (Instant) trigger
    1. Connect your Typebot account
    2. Select a Workspace ID
    3. Select a Typebot ID
    4. Select a Block ID
  3. Configure the Create Deal action
    1. Connect your Pipeline account
    2. Configure Name
    3. Optional- Select a User ID
    4. Optional- Select a Person ID
    5. Optional- Select a Deal Status ID
    6. Optional- Select a Deal Stage ID
    7. Optional- Configure Summary
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a zapier step is triggered. [See the docs](https://docs.typebot.io/api/subscribe-to-webhook-block)
Version:0.0.1
Key:typebot-zapier-step-triggered

Typebot Overview

Typebot is a conversational form builder that allows you to create interactive and engaging forms for data collection. With Typebot API on Pipedream, you can automate the processing of form submissions, synchronize data with other services, and trigger customized workflows. Utilize the data gathered from Typebot in real-time, enrich it with other services, and streamline processes like lead generation, surveys, and feedback collection.

Trigger Code

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

export default {
  key: "typebot-zapier-step-triggered",
  name: "New Zapier Step Triggered (Instant)",
  description: "Emit new event when a zapier step is triggered. [See the docs](https://docs.typebot.io/api/subscribe-to-webhook-block)",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  props: {
    app,
    db: "$.service.db",
    http: "$.interface.http",
    workspaceId: {
      propDefinition: [
        app,
        "workspaceId",
      ],
    },
    typebotId: {
      propDefinition: [
        app,
        "typebotId",
        ({ workspaceId }) => ({
          workspaceId,
        }),
      ],
    },
    blockId: {
      propDefinition: [
        app,
        "blockId",
        ({ typebotId }) => ({
          typebotId,
        }),
      ],
    },
  },
  hooks: {
    async activate() {
      const {
        typebotId,
        blockId,
        http: { endpoint: url },
      } = this;
      await this.app.subscribeToWebhookBlock({
        typebotId,
        blockId,
        data: {
          url,
        },
      });
    },
    async deactivate() {
      const {
        typebotId,
        blockId,
      } = this;
      await this.app.unsubscribeFromWebhookBlock({
        typebotId,
        blockId,
      });
    },
  },
  methods: {
    generateMetadata(resource) {
      const ts = Date.parse(resource.submittedAt);
      return {
        id: ts,
        ts,
        summary: `New Step Submitted at ${resource.submittedAt}`,
      };
    },
  },
  async run({ body }) {
    const meta = this.generateMetadata(body);
    this.$emit(body, meta);
  },
};

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.
LabelPropTypeDescription
TypebotappappThis component uses the Typebot app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Workspace IDworkspaceIdstringSelect a value from the drop down menu.
Typebot IDtypebotIdstringSelect a value from the drop down menu.
Block IDblockIdstringSelect a value from the drop down menu.

Trigger Authentication

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

To retrieve your API token,

  • Navigate to your Typebot account and sign in
  • Go to “Settings & Members” > “My account” > “API tokens”

About Typebot

Typebot gives you powerful blocks to create unique chat experiences. Embed them anywhere on your web/mobile apps and start collecting results like magic.

Action

Description:Creates a new deal in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Deals/paths/~1deals/post)
Version:0.0.1
Key:pipeline-create-deal

Pipeline Overview

The Pipeline API on Pipedream enables you to design robust automations that streamline your sales and engagement processes. By leveraging this API, you can programmatically manage your sales pipeline, track email interactions, and book meetings automatically. Create triggers based on email events, update deals based on customer actions, or sync your sales data with other platforms for deeper analysis. With Pipedream's serverless architecture, you can create workflows that respond in real-time, ensuring your sales team has the freshest information at their fingertips.

Action Code

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

export default {
  name: "Create Deal",
  key: "pipeline-create-deal",
  description: "Creates a new deal in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Deals/paths/~1deals/post)",
  version: "0.0.1",
  type: "action",
  props: {
    pipeline,
    name: {
      propDefinition: [
        pipeline,
        "name",
      ],
      description: "The name of the deal",
    },
    userId: {
      propDefinition: [
        pipeline,
        "userId",
      ],
    },
    primaryContactId: {
      propDefinition: [
        pipeline,
        "personId",
      ],
    },
    dealStatusId: {
      propDefinition: [
        pipeline,
        "dealStatusId",
      ],
      optional: true,
    },
    dealStageId: {
      propDefinition: [
        pipeline,
        "dealStageId",
      ],
    },
    summary: {
      propDefinition: [
        pipeline,
        "summary",
      ],
    },
  },
  async run({ $ }) {
    const data = {
      deal: {
        name: this.name,
        user_id: this.userId,
        primary_contact_id: this.primaryContactId,
        status: this.dealStatusId,
        deal_stage_id: this.dealStageId,
        summary: this.summary,
      },
    };

    const response = await this.pipeline.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.

LabelPropTypeDescription
PipelinepipelineappThis component uses the Pipeline app.
Namenamestring

The name of the deal

User IDuserIdstringSelect a value from the drop down menu.
Person IDprimaryContactIdstringSelect a value from the drop down menu.
Deal Status IDdealStatusIdstringSelect a value from the drop down menu.
Deal Stage IDdealStageIdstringSelect a value from the drop down menu.
Summarysummarystring

Explanatory or descriptive text about the deal

Action Authentication

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

To get your API Key, sign in to your Pipeline account, then Account Settings -> API Integrations -> View API Keys.

About Pipeline

Pipeline is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use Pipeline to manage their sales.

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