Create Dealflow with Satuit API on New Database from Snowflake API

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Trigger workflow on

New Database from the Snowflake API

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Create Dealflow with the Satuit API

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Getting Started#

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

Select this integration
Configure the New Database trigger
1. Connect your Snowflake account
2. Configure timer
Configure the Create Dealflow action
1. Connect your Satuit account
2. Select a Business ID
3. Select a Rep ID
4. Configure Name
5. Configure Description
6. Configure Number
7. Configure Date
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 Database on Snowflake

Description:Emit new event when a database is created

Version:0.1.2

Key:snowflake-new-database

View on GitHub

Snowflake Overview#

Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture.

Getting Started

1. Create a user, role and warehouse in Snowflake

Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI.

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

2. Enter those details in Pipedream

Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.

You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.

3. Build your first workflow

Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.

Learn more at Pipedream University.

Trigger Code#

import common from "../common.mjs";
import { v4 as uuidv4 } from "uuid";

export default {
  ...common,
  type: "source",
  key: "snowflake-new-database",
  name: "New Database",
  description: "Emit new event when a database is created",
  version: "0.1.2",
  methods: {
    ...common.methods,
    alwaysRunInSingleProcessMode() {
      return true;
    },
    updateLastExecutionTime() {
      this.db.set("lastExecutionTime", Date.now());
    },
    getLastExecutionTime() {
      return this.db.get("lastExecutionTime");
    },
    generateMeta(data) {
      return {
        id: uuidv4(),
        summary: data.row.DATABASE_NAME,
        ts: data.timestamp,
      };
    },
    getStatement() {
      const lastExecutionTime = this.getLastExecutionTime();
      if (lastExecutionTime) {
        return {
          sqlText: "select * from INFORMATION_SCHEMA.DATABASES where CREATED > ? order by CREATED ASC",
          binds: [
            new Date(lastExecutionTime),
          ],
        };
      }
      return {
        sqlText: "select * from INFORMATION_SCHEMA.DATABASES order by CREATED ASC",
      };
    },
    additionalProccessing() {
      this.updateLastExecutionTime();
    },
  },
};

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
Snowflake	`snowflake`	`app`	This component uses the Snowflake app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`	Watch for changes on this schedule

Trigger Authentication#

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

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

About Snowflake#

A data warehouse built for the cloud

Action#

Create Dealflow on Satuit

Description:Creates a new dealflow within the Satuit platform, setting up a new series of business interactions. [See the documentation](https://satuittechnologies.zendesk.com/hc/en-us/articles/360055725213-Satuit-REST-API-Postman-Documentation)

Version:0.0.1

Key:satuit-create-dealflow

View on GitHub

Satuit Overview#

The Satuit API enables seamless integration of asset management and CRM functionalities into various business processes. With it, you can automate tasks such as data synchronization, report generation, and client management. Pipedream, with its serverless execution model, allows you to connect Satuit to hundreds of other apps to create powerful workflows without managing any infrastructure. You could, for instance, trigger a workflow with a new database entry, process the data within Pipedream, and then use the Satuit API to update customer records or create tasks for follow-ups.

Action Code#

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

export default {
  key: "satuit-create-dealflow",
  name: "Create Dealflow",
  description: "Creates a new dealflow within the Satuit platform, setting up a new series of business interactions. [See the documentation](https://satuittechnologies.zendesk.com/hc/en-us/articles/360055725213-Satuit-REST-API-Postman-Documentation)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    iBusKey: {
      propDefinition: [
        app,
        "business",
      ],
    },
    cRep: {
      propDefinition: [
        app,
        "rep",
      ],
    },
    cUserChar1: {
      type: "string",
      label: "Name",
      description: "The name of the deal flow",
    },
    cUserPick6: {
      type: "string",
      label: "Description",
      description: "The description of the deal flow",
    },
    nUserNum2: {
      type: "string",
      label: "Number",
      description: "The number of the deal flow",
    },
    dUserDate6: {
      type: "string",
      label: "Date",
      description: "The date of the deal flow. Eg. `2021-01-01`",
    },
  },
  methods: {
    createDealFlow(args = {}) {
      return this.app.post({
        path: "/dealflow",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createDealFlow,
      iBusKey,
      cRep,
      cUserChar1,
      cUserPick6,
      nUserNum2,
      dUserDate6,
    } = this;

    const response = await createDealFlow({
      $,
      data: {
        ibuskey: iBusKey,
        crep: cRep,
        cuserchar1: cUserChar1,
        cuserpick6: cUserPick6,
        nusernum2: nUserNum2,
        duserdate6: dUserDate6,
      },
    });

    $.export("$summary", `Successfully created dealflow with ID \`${response?.Result?.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
Satuit	`app`	`app`	This component uses the Satuit app.
Business ID	`iBusKey`	`string`	Select a value from the drop down menu.
Rep ID	`cRep`	`string`	Select a value from the drop down menu.
Name	`cUserChar1`	`string`	The name of the deal flow
Description	`cUserPick6`	`string`	The description of the deal flow
Number	`nUserNum2`	`string`	The number of the deal flow
Date	`dUserDate6`	`string`	The date of the deal flow. Eg. `2021-01-01`

Action Authentication#

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

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