Create Lead with HelloLeads API on New Webhook Event (Instant) from Supabase API

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New Webhook Event (Instant) from the Supabase API

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Create Lead with the HelloLeads API

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Getting Started#

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

Select this integration
Configure the New Webhook Event (Instant) trigger
1. Connect your Supabase account
2. Configure Table
3. Optional- Configure Row Identifier
Configure the Create Lead action
1. Connect your HelloLeads account
2. Select a List Key
3. Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Designation
6. Optional- Configure Company
7. Optional- Configure Email
8. Optional- Configure Phone
9. Optional- Configure Mobile
10. Optional- Configure Fax
11. Optional- Configure Address Line 1
12. Optional- Configure Address Line 2
13. Optional- Configure City
14. Optional- Configure State
15. Optional- Configure Postal Code
16. Optional- Configure Country
17. Optional- Configure Website
18. Optional- Configure Notes
19. Optional- Configure Interests
20. Optional- Configure Category
21. Optional- Configure Tags
22. Optional- Configure Mobile Code
23. Optional- Configure Deal Size
24. Optional- Select a Potential
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 Webhook Event (Instant) on Supabase

Description:Emit new event for every `insert`, `update`, or `delete` operation in a table. This source requires user configuration using the Supabase website. More information in the README. [Also see documentation here](https://supabase.com/docs/guides/database/webhooks#creating-a-webhook)

Version:0.0.5

Key:supabase-new-webhook-event

View on GitHub

Supabase Overview#

Supabase is a real-time backend-as-a-service that provides developers with a suite of tools to quickly build and scale their applications. It offers database storage, authentication, instant APIs, and real-time subscriptions. With the Supabase API, you can perform CRUD operations on your database, manage users, and listen to database changes in real time. When integrated with Pipedream, you can automate workflows that react to these database events, synchronize data across multiple services, or streamline user management processes.

Trigger Code#

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

export default {
  key: "supabase-new-webhook-event",
  name: "New Webhook Event (Instant)",
  description: "Emit new event for every `insert`, `update`, or `delete` operation in a table. This source requires user configuration using the Supabase website. More information in the README. [Also see documentation here](https://supabase.com/docs/guides/database/webhooks#creating-a-webhook)",
  version: "0.0.5",
  type: "source",
  props: {
    ...base.props,
    http: {
      type: "$.interface.http",
    },
  },
  hooks: {
    async deploy() {
      const client = await this.supabase._client();
      const query = client
        .from(this.table)
        .select()
        .range(0, constants.HISTORICAL_EVENT_LIMIT);
      const { data } = await query;
      for (const row of data) {
        this.$emit({
          record: row,
        }, {
          summary: "Historical row in table",
        });
      }
    },
  },
  async run(event) {
    const { body: data } = event;
    let summary = `New ${data.type} event in table`;
    if (data.record?.[this.rowIdentifier]) {
      summary = `${summary}: ${data.record[this.rowIdentifier]}`;
    }
    this.$emit(data, {
      summary,
    });
  },
};

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
Supabase	`supabase`	`app`	This component uses the Supabase app.
Table	`table`	`string`	The name of the table to watch for new rows
Row Identifier	`rowIdentifier`	`string`	The column name to use as the row identifier
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.

Trigger Authentication#

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

Supabase provides a Service Key to get started. You can find the service_role in the API Settings page.

Finding the Supabase subdomain

About Supabase#

Supabase is an open source Firebase alternative.

Action#

Create Lead on HelloLeads

Description:Adds a new lead into the HelloLeads system. [See the documentation](https://github.com/PipedreamHQ/pipedream/files/13168532/HelloLeads_CRM_API_Documentation_POST_Method.pdf)

Version:0.0.1

Key:helloleads-create-lead

View on GitHub

HelloLeads Overview#

The HelloLeads API integrates with Pipedream to automate your lead management processes. By leveraging this API on Pipedream, you can streamline contact syncing, lead tracking, and perform actions based on lead status changes. With serverless workflows, you can connect HelloLeads with various apps like CRMs, communication platforms, or data analysis tools to enhance lead engagement, follow-up efficiency, and data-driven decision-making.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import helloleads from "../../helloleads.app.mjs";
import {
  clearObj,
  parseObj,
} from "../../common/utils.mjs";

export default {
  key: "helloleads-create-lead",
  name: "Create Lead",
  version: "0.0.1",
  description: "Adds a new lead into the HelloLeads system. [See the documentation](https://github.com/PipedreamHQ/pipedream/files/13168532/HelloLeads_CRM_API_Documentation_POST_Method.pdf)",
  type: "action",
  props: {
    helloleads,
    listKey: {
      propDefinition: [
        helloleads,
        "listKey",
      ],
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the lead.",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the lead.",
      optional: true,
    },
    designation: {
      type: "string",
      label: "Designation",
      description: "Designation of the lead.",
      optional: true,
    },
    company: {
      type: "string",
      label: "Company",
      description: "Lead organization name.",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "Primary email address of the lead.",
      optional: true,
    },
    phone: {
      type: "integer",
      label: "Phone",
      description: "Work phone number of the lead.",
      optional: true,
    },
    mobile: {
      type: "integer",
      label: "Mobile",
      description: "Mobile phone number of the lead.",
      optional: true,
    },
    fax: {
      type: "integer",
      label: "Fax",
      description: "Fax number of the lead.",
      optional: true,
    },
    addressLine1: {
      type: "string",
      label: "Address Line 1",
      description: "Address line1 of the lead.",
      optional: true,
    },
    addressLine2: {
      type: "string",
      label: "Address Line 2",
      description: "Address line2 of the lead.",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City that the lead belongs to.",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State that the lead belongs to.",
      optional: true,
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "Zip code of the region that the lead belongs to.",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "Country that the lead belongs to.",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "Website reference of the lead.",
      optional: true,
    },
    notes: {
      type: "string",
      label: "Notes",
      description: "Specify any other details about the lead.",
      optional: true,
    },
    interests: {
      type: "string[]",
      label: "Interests",
      description: "A list of Product/Interest which offered by you is interested to Lead. `(Don't use special characters)`.",
      optional: true,
    },
    category: {
      type: "string",
      label: "Category",
      description: "Customer group of a Lead. `(Don't use special characters)`.",
      optional: true,
    },
    tags: {
      type: "string[]",
      label: "Tags",
      description: "Short tags (Tagging words) on lead. `(Do not use special characters)`.",
      optional: true,
    },
    mobileCode: {
      type: "string",
      label: "Mobile Code",
      description: "Mobile country code.",
      optional: true,
    },
    dealSize: {
      type: "string",
      label: "Deal Size",
      description: "Deal value of the business.",
      optional: true,
    },
    potential: {
      type: "string",
      label: "Potential",
      description: "How potential is the customer. By default, it will be Low.",
      options: [
        "High",
        "Medium",
        "Low",
        "Not Relevant",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      helloleads,
      listKey,
      firstName,
      lastName,
      email,
      mobile,
      addressLine1,
      addressLine2,
      postalCode,
      interests,
      tags,
      mobileCode,
      dealSize,
      ...data
    } = this;

    if (!email && !mobile) throw new ConfigurationError("You must fill in at least Email or Mobile");

    const response = await helloleads.createLead({
      $,
      data: clearObj({
        list_key: listKey,
        first_name: firstName,
        last_name: lastName,
        email: email,
        mobile: mobile,
        address_line1: addressLine1,
        address_line2: addressLine2,
        postal_code: postalCode,
        interests: interests && parseObj(interests).toString(),
        tags: tags && parseObj(tags).toString(),
        mobile_code: mobileCode,
        deal_size: dealSize,
        ...data,
      }),
    });

    $.export("$summary", `A new lead with Id: ${response.lead_id} created successfully!`);
    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
HelloLeads	`helloleads`	`app`	This component uses the HelloLeads app.
List Key	`listKey`	`string`	Select a value from the drop down menu.
First Name	`firstName`	`string`	First name of the lead.
Last Name	`lastName`	`string`	Last name of the lead.
Designation	`designation`	`string`	Designation of the lead.
Company	`company`	`string`	Lead organization name.
Email	`email`	`string`	Primary email address of the lead.
Phone	`phone`	`integer`	Work phone number of the lead.
Mobile	`mobile`	`integer`	Mobile phone number of the lead.
Fax	`fax`	`integer`	Fax number of the lead.
Address Line 1	`addressLine1`	`string`	Address line1 of the lead.
Address Line 2	`addressLine2`	`string`	Address line2 of the lead.
City	`city`	`string`	City that the lead belongs to.
State	`state`	`string`	State that the lead belongs to.
Postal Code	`postalCode`	`string`	Zip code of the region that the lead belongs to.
Country	`country`	`string`	Country that the lead belongs to.
Website	`website`	`string`	Website reference of the lead.
Notes	`notes`	`string`	Specify any other details about the lead.
Interests	`interests`	`string[]`	A list of Product/Interest which offered by you is interested to Lead. `(Don't use special characters)`.
Category	`category`	`string`	Customer group of a Lead. `(Don't use special characters)`.
Tags	`tags`	`string[]`	Short tags (Tagging words) on lead. `(Do not use special characters)`.
Mobile Code	`mobileCode`	`string`	Mobile country code.
Deal Size	`dealSize`	`string`	Deal value of the business.
Potential	`potential`	`string`	Select a value from the drop down menu:`HighMediumLowNot Relevant`

Action Authentication#

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

To retrieve your API Authentication Key,

Navigate to your HelloLeads and sign in
Go to “Settings” > “API Integrations”

About HelloLeads#

An award-winning Smart and Simple Lead Management solution for Small Businesses.

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