Create Lead with InsertChat API on New Role from Snowflake API

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Trigger workflow on

New Role from the Snowflake API

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Create Lead with the InsertChat API

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Getting Started#

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

Select this integration
Configure the New Role trigger
1. Connect your Snowflake account
2. Configure timer
Configure the Create Lead action
1. Connect your InsertChat account
2. Select a Chatbot ID
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Email
6. Optional- Configure Phone
7. Optional- Configure Address
8. Optional- Configure Website
9. Optional- Configure Company
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 Role on Snowflake

Description:Emit new event when a role is created

Version:0.1.2

Key:snowflake-new-role

View on GitHub

Snowflake Overview#

Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture.

Getting Started

1. Create a user, role and warehouse in Snowflake

Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI.

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

2. Enter those details in Pipedream

Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.

You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.

3. Build your first workflow

Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.

Learn more at Pipedream University.

Trigger Code#

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

export default {
  ...common,
  type: "source",
  key: "snowflake-new-role",
  name: "New Role",
  description: "Emit new event when a role is created",
  version: "0.1.2",
  methods: {
    ...common.methods,
    alwaysRunInSingleProcessMode() {
      return true;
    },
    generateMeta({
      row,
      timestamp: ts,
    }) {
      return {
        id: row.name,
        summary: row.name,
        ts,
      };
    },
    getStatement() {
      return {
        sqlText: "show roles",
      };
    },
  },
};

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
Snowflake	`snowflake`	`app`	This component uses the Snowflake app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`	Watch for changes on this schedule

Trigger Authentication#

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

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

About Snowflake#

A data warehouse built for the cloud

Action#

Create Lead on InsertChat

Description:Creates a new lead within Insertchat. [See the documentation](https://www.postman.com/gold-star-239225/insertchat/request/uiugp1c/create-a-lead)

Version:0.0.1

Key:insertchat-create-lead

View on GitHub

Action Code#

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

export default {
  key: "insertchat-create-lead",
  name: "Create Lead",
  description: "Creates a new lead within Insertchat. [See the documentation](https://www.postman.com/gold-star-239225/insertchat/request/uiugp1c/create-a-lead)",
  version: "0.0.1",
  type: "action",
  props: {
    insertchat,
    chatbotId: {
      propDefinition: [
        insertchat,
        "chatbotId",
      ],
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the lead",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the lead",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the lead",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the lead",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "Address of the lead",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "Website of the lead",
      optional: true,
    },
    company: {
      type: "string",
      label: "Company",
      description: "Company of the lead",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.insertchat.createLead({
      $,
      data: {
        widget_uid: this.chatbotId,
        first_name: this.firstName,
        last_name: this.lastName,
        email: this.email,
        phone: this.phone,
        address: this.address,
        website: this.website,
        company: this.company,
      },
    });
    $.export("$summary", `Created lead with ID: ${response.uid}`);
    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
InsertChat	`insertchat`	`app`	This component uses the InsertChat app.
Chatbot ID	`chatbotId`	`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
Email	`email`	`string`	Email address of the lead
Phone	`phone`	`string`	Phone number of the lead
Address	`address`	`string`	Address of the lead
Website	`website`	`string`	Website of the lead
Company	`company`	`string`	Company of the lead

Action Authentication#

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

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