← HTTP / Webhook + Close integrations

Create Lead with Close API on New Requests (Payload Only) from HTTP / Webhook API

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New Requests (Payload Only) from the HTTP / Webhook API
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Create Lead with the Close API
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Getting Started

This integration creates a workflow with a HTTP / Webhook 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 Requests (Payload Only) trigger
    1. Connect your HTTP / Webhook account
  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:Get a URL and emit the HTTP body as an event on every request
Version:0.1.1
Key:http-new-requests-payload-only

Trigger Code

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

// Core HTTP component
// Returns a 200 OK response, emits the HTTP payload as an event
export default {
  key: "http-new-requests-payload-only",
  name: "New Requests (Payload Only)",
  // eslint-disable-next-line
  description: "Get a URL and emit the HTTP body as an event on every request",
  version: "0.1.1",
  type: "source",
  props: {
    // eslint-disable-next-line
    httpInterface: {
      type: "$.interface.http",
      customResponse: true,
    },
    http,
  },
  async run(event) {
    const { body } = event;
    this.httpInterface.respond({
      status: 200,
      body,
    });
    // Emit the HTTP payload
    this.$emit({
      body,
    });
  },
};

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
N/AhttpInterface$.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.
HTTP / WebhookhttpappThis component uses the HTTP / Webhook app.

Trigger Authentication

The HTTP / Webhook API does not require authentication.

About HTTP / Webhook

Get a unique URL where you can send HTTP or webhook requests

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

With the Close API, you can build a number of applications and integrations
that can automate your sales process and make your life easier. Here are some
examples:

  • An integration that automatically updates your CRM with information from
    Close
  • A custom sales dashboard that displays your team's sales pipeline and
    performance
  • A lead capture form thatcollects information from potential customers and
    adds them to your Close account
  • An automated email campaign that sends follow-up emails to your customers
    after they purchase a product from you

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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