Create Event with DaySchedule API on New Lead from Close API

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

Trigger workflow on

New Lead from the Close API

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Create Event with the DaySchedule API

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Getting Started#

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

Select this integration
Configure the New Lead trigger
1. Connect your Close account
Configure the Create Event action
1. Connect your DaySchedule account
2. Select a Page
3. Configure Name
4. Select a Schedule
5. Select one or more Locations
6. Configure Invitee Questions
7. Select a Event Type
8. Configure Duration
9. Optional- Configure Skip Registration Form
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 Lead on Close

Description:Emit new event when a new Lead is created

Version:0.1.0

Key:close-new-lead

View on GitHub

Close Overview#

The Close API provides access to a robust CRM platform, enabling users to automate sales processes, manage leads, and track communication history. Harnessing the Close API within Pipedream's ecosystem allows for the creation of custom, serverless workflows that can react in real-time to events, synchronize data across apps, and streamline sales operations. By leveraging Pipedream's capabilities, you can trigger actions based on Close events, manipulate Close data, and integrate with countless other services to amplify your CRM's functionality.

Trigger Code#

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

export default {
  ...common,
  key: "close-new-lead",
  name: "New Lead",
  description: "Emit new event when a new Lead is created",
  version: "0.1.0",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEvents() {
      return [
        {
          object_type: "lead",
          action: "created",
        },
      ];
    },
  },
};

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
Close	`close`	`app`	This component uses the Close app.
N/A	`http`	`$.interface.http`	This component uses `$.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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

API keys are per-organization and can be generated and deleted in the Settings page.

About Close#

Inside Sales Software CRM with Calling & Emailing

Action#

Create Event on DaySchedule

Description:Add a new event to the DaySchedule. [See the documentation](https://dayschedule.com/docs/api#tag/Resources/operation/ResourceController_createResource)

Version:0.0.1

Key:dayschedule-create-event

View on GitHub

DaySchedule Overview#

The DaySchedule API enables the automation of appointment scheduling tasks, allowing users to create, update, and manage appointments efficiently. With Pipedream, you can harness this API to integrate with various services, triggering workflows based on events like new bookings or cancellations. You can orchestrate data flows between DaySchedule and other apps you use for CRM, email marketing, customer support, or internal communication, streamlining the process of managing your calendar and client interactions.

Action Code#

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

export default {
  key: "dayschedule-create-event",
  name: "Create Event",
  description: "Add a new event to the DaySchedule. [See the documentation](https://dayschedule.com/docs/api#tag/Resources/operation/ResourceController_createResource)",
  version: "0.0.1",
  type: "action",
  props: {
    dayschedule,
    page: {
      propDefinition: [
        dayschedule,
        "page",
      ],
    },
    name: {
      propDefinition: [
        dayschedule,
        "name",
      ],
    },
    schedule: {
      propDefinition: [
        dayschedule,
        "schedule",
      ],
    },
    locations: {
      propDefinition: [
        dayschedule,
        "locations",
      ],
    },
    questions: {
      propDefinition: [
        dayschedule,
        "questions",
      ],
    },
    eventType: {
      propDefinition: [
        dayschedule,
        "eventType",
      ],
    },
    duration: {
      propDefinition: [
        dayschedule,
        "duration",
      ],
    },
    skipForm: {
      propDefinition: [
        dayschedule,
        "skipForm",
      ],
    },
  },
  async run({ $ }) {
    const questions = this.questions.map((question) => ({
      type: "text",
      name: question,
      label: question,
    }));

    const locations = this.locations.map((location) => ({
      type: location,
    }));

    const data = {
      page_id: this.page,
      name: this.name,
      type: "event",
      schedule_id: this.schedule,
      locations,
      questions,
      settings: {
        skip_form: this.skipForm,
      },
      event_type: this.eventType,
      durations: [
        {
          type: "minutes",
          value: this.duration,
        },
      ],
      period: {},
    };

    const response = await this.dayschedule.createResource({
      data,
      $,
    });

    if (response) {
      $.export("$summary", `Successfully created event 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
DaySchedule	`dayschedule`	`app`	This component uses the DaySchedule app.
Page	`page`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	Name of event
Schedule	`schedule`	`string`	Select a value from the drop down menu.
Locations	`locations`	`string[]`	Select a value from the drop down menu:`google_meetzoommicrosoft_teamsgoto_meetingwebexjoinmeask_inviteeinbound_call`
Invitee Questions	`questions`	`string[]`	An array of questions to ask invitees of this event
Event Type	`eventType`	`string`	Select a value from the drop down menu:`groupround_robinone_on_one`
Duration	`duration`	`string`	Duration of the event in minutes
Skip Registration Form	`skipForm`	`boolean`	Set to `true` to skip the invitee registration form for quick confirm

Action Authentication#

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

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

Create Event with DaySchedule API on New Lead from Close API

Pipedream makes it easy to connect APIs for DaySchedule, Close 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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