Create Lead with ClinchPad API on New Database from Notion API

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Trigger workflow on

New Database from the Notion API

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Create Lead with the ClinchPad API

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Getting Started#

This integration creates a workflow with a Notion trigger and ClinchPad 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 Notion account
2. Configure timer
Configure the Create Lead action
1. Connect your ClinchPad account
2. Configure Name
3. Select a Pipeline ID
4. Optional- Select a User ID
5. Optional- Configure Size
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 Notion

Description:Emit new event when a database is created. Note: Databases must be shared with your Pipedream Integtration to trigger event.

Version:0.0.8

Key:notion-new-database

View on GitHub

Notion Overview#

Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Using Pipedream's platform, you can build workflows that connect Notion with various other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.

Trigger Code#

import base from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";
import constants from "../common/constants.mjs";

export default {
  ...base,
  key: "notion-new-database",
  name: "New Database",
  description: "Emit new event when a database is created. Note: Databases must be shared with your Pipedream Integtration to trigger event.",
  version: "0.0.8",
  type: "source",
  async run() {
    const databases = [];
    const params = this.lastCreatedSortParam();
    const lastCreatedTimestamp = this.getLastCreatedTimestamp();

    do {
      const response = await this.notion.listDatabases(params);

      for (const database of response.results) {
        if (!this.isResultNew(database.created_time, lastCreatedTimestamp)) {
          params.start_cursor = null;
          break;
        }
        databases.push(database);
      }

      params.start_cursor = response.next_cursor;
    } while (params.start_cursor);

    databases.reverse().forEach((database) => {
      const meta = this.generateMeta(
        database,
        constants.types.DATABASE,
        constants.timestamps.CREATED_TIME,
        constants.summaries.DATABASE_ADDED,
      );
      this.$emit(database, meta);
    });

    const lastCreatedTime = databases[databases.length - 1]?.created_time;
    if (lastCreatedTime) {
      this.setLastCreatedTimestamp(Date.parse(lastCreatedTime));
    }
  },
  sampleEmit,
};

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
Notion	`notion`	`app`	This component uses the Notion app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

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

About Notion#

Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Action#

Create Lead on ClinchPad

Description:Creates a lead. [See docs here (Go to `Create a lead`)](https://clinchpad.com/api/docs/leads)

Version:0.0.1

Key:clinchpad-create-lead

View on GitHub

ClinchPad Overview#

ClinchPad is a modern CRM tailored for small teams to manage sales pipelines with minimal fuss. The ClinchPad API integrates with Pipedream, allowing you to automate interactions with your sales pipeline. For instance, you can automatically create leads, update their status, track communications, or gather analytics for reporting purposes. Through Pipedream, you can connect ClinchPad with hundreds of other apps to streamline your sales process, maintain customer relations, and close deals faster.

Action Code#

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

export default {
  name: "Create Lead",
  version: "0.0.1",
  key: "clinchpad-create-lead",
  description: "Creates a lead. [See docs here (Go to `Create a lead`)](https://clinchpad.com/api/docs/leads)",
  type: "action",
  props: {
    clinchpad,
    name: {
      label: "Name",
      description: "Name of the lead",
      type: "string",
    },
    pipelineId: {
      description: "The pipeline ID of the pipeline to which the lead is to be added",
      propDefinition: [
        clinchpad,
        "pipelineId",
      ],
    },
    userId: {
      description: "The user ID of the user you want to assign the lead to",
      propDefinition: [
        clinchpad,
        "userId",
      ],
      optional: true,
    },
    size: {
      label: "Size",
      description: "Value of the lead (numeric only). E.g. `1500`",
      type: "integer",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.clinchpad.createLead({
      $,
      data: {
        name: this.name,
        pipeline_id: this.pipelineId,
        user_id: this.userId,
        size: this.size,
      },
    });

    if (response) {
      $.export("$summary", `Successfully created lead 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
ClinchPad	`clinchpad`	`app`	This component uses the ClinchPad app.
Name	`name`	`string`	Name of the lead
Pipeline ID	`pipelineId`	`string`	Select a value from the drop down menu.
User ID	`userId`	`string`	Select a value from the drop down menu.
Size	`size`	`integer`	Value of the lead (numeric only). E.g. `1500`

Action Authentication#

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

You authenticate to the ClinchPad API by providing your API keys in the request. You can get your API key from the Settings section of the ClinchPad web app.

About ClinchPad#

ClinchPad is a deal focused CRM that enables you to close deals faster. It is a simple to use, web based application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.

More Ways to Connect ClinchPad + Notion#

Other Popular Integrations#

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Pipedream makes it easy to connect APIs for ClinchPad, Notion 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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