← WooCommerce + Close integrations

Create Lead with Close API on New Coupon Event (Instant) from WooCommerce API

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New Coupon Event (Instant) from the WooCommerce API
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Create Lead with the Close API
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Getting Started

This integration creates a workflow with a WooCommerce trigger and Close 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 Coupon Event (Instant) trigger
    1. Connect your WooCommerce account
    2. Select one or more Event topics
  3. Configure the Create Lead action
    1. Connect your Close account
    2. Configure Name
    3. Optional- Configure Url
    4. Optional- Configure Description
    5. Optional- Select a Status ID
    6. Optional- Configure Contacts
    7. Optional- Configure Addresses
    8. Optional- Configure More Fields
  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 each time the specified coupon event(s) occur
Version:0.0.3
Key:woocommerce-new-coupon-event

WooCommerce Overview

WooCommerce is a customizable, open-source eCommerce platform built on WordPress. With the WooCommerce API, you can tap into the heart of your eCommerce store to read, create, update, and delete products, orders, and customers. On Pipedream, you can harness this API to automate routine tasks, sync data across platforms, and enhance customer experiences. By connecting WooCommerce to a wide array of apps and services, you can streamline operations, trigger personalized marketing, and analyze your sales data with greater ease.

Trigger Code

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

export default {
  ...common,
  key: "woocommerce-new-coupon-event",
  name: "New Coupon Event (Instant)",
  description: "Emit new event each time the specified coupon event(s) occur",
  version: "0.0.3",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getSampleEvents({ perPage }) {
      return this.woocommerce.listCoupons({
        per_page: perPage,
        orderby: "date",
      });
    },
    getTopic(topicType) {
      return `coupon.${topicType}`;
    },
    generateMeta(eventType, {
      id, date_modified: dateModified,
    }) {
      const ts = Date.parse(dateModified);
      return {
        id: `${id}${ts}`,
        summary: `Coupon ID: ${id} ${eventType}`,
        ts,
      };
    },
  },
};

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
WooCommercewoocommerceappThis component uses the WooCommerce 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.
Event topicstopicsstring[]Select a value from the drop down menu:createdupdateddeleted

Trigger Authentication

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

Find your API key at WooCommerce > Settings > Advanced > REST API. See the WooCommerce docs for more info. Enter the Key and Secret below.

About WooCommerce

WooCommerce is the open-source ecommerce platform for WordPress.

Action

Description:Creates a lead, [See the docs](https://developer.close.com/resources/leads/#create-a-new-lead)
Version:0.1.0
Key:close-create-lead

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.

Action Code

import close from "../../close.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  type: "action",
  key: "close-create-lead",
  version: "0.1.0",
  name: "Create Lead",
  description: "Creates a lead, [See the docs](https://developer.close.com/resources/leads/#create-a-new-lead)",
  props: {
    close,
    name: {
      label: "Name",
      description: "Name of the lead",
      type: "string",
    },
    url: {
      label: "Url",
      description: "Url",
      type: "string",
      optional: true,
    },
    description: {
      label: "Description",
      description: "Description of the lead",
      type: "string",
      optional: true,
    },
    statusId: {
      propDefinition: [
        close,
        "statusId",
      ],
    },
    contacts: {
      propDefinition: [
        close,
        "contacts",
      ],
    },
    addresses: {
      propDefinition: [
        close,
        "addresses",
      ],
    },
    moreFields: {
      propDefinition: [
        close,
        "moreFields",
      ],
    },
  },
  async run({ $ }) {
    const data = {
      name: this.name,
    };
    if (this.url) data.url = this.url;
    if (this.statusId) data.status_id = this.statusId;
    if (this.contacts) data.contacts = utils.parseArray(this.contacts);
    if (this.addresses) data.addresses = utils.parseArray(this.addresses);
    const moreFields = {};
    for (let key in this.moreFields) {
      moreFields[key] = utils.parseObject(this.moreFields[key]);
    }
    const response = await this.close.createLead({
      data: {
        ...data,
        ...moreFields,
      },
    });
    $.export("$summary", "Lead has been created.");
    return response.data;
  },
};

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
ClosecloseappThis component uses the Close app.
Namenamestring

Name of the lead

Urlurlstring

Url

Descriptiondescriptionstring

Description of the lead

Status IDstatusIdstringSelect a value from the drop down menu.
Contactscontactsstring[]

Please provide an object structure for each row like e.g.:,
{
"name": "Gob",
"title": "Sr. Vice President",
"emails": [ { "type": "office", "email": "gob@example.com" } ],
"phones": [ { "type": "office", "phone": "8004445555" } ]
}

Addressesaddressesstring[]

Please provide an object structure for each row like e.g.:,
{
"label": "business",
"address_1": "747 Howard St",
"address_2": "Room 3",
"city": "San Francisco",
"state": "CA",
"zipcode": "94103",
"country":"US",
}

More FieldsmoreFieldsobject

Additional properties not listed as a prop

Action 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

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