Create Lead with noCRM.io API on Custom Interval from Schedule API

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Custom Interval from the Schedule API

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Getting Started#

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

Select this integration
Configure the Custom Interval trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Create Lead action
1. Connect your noCRM.io account
2. Configure Title
3. Configure Description
4. Optional- Select a User ID
5. Optional- Configure Tags
6. Optional- Select a Step ID
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#

Custom Interval on Schedule

Description:Trigger your workflow every N hours, minutes or seconds.

Version:0.0.2

Key:schedule-custom-interval

View on GitHub

Schedule Overview#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code#

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

export default {
  name: "Custom Interval",
  version: "0.0.2",
  key: "schedule-custom-interval",
  type: "source",
  description: "Trigger your workflow every N hours, minutes or seconds.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
    },
  },
};

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
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.interface.timer`	Enter a cron expression

Trigger Authentication#

The Schedule API does not require authentication.

About Schedule#

Trigger workflows on an interval or cron schedule.

Action#

Create Lead on noCRM.io

Description:Creates a new lead. [See docs here](https://www.nocrm.io/api#leads)

Version:0.0.1

Key:nocrm_io-create-lead

View on GitHub

noCRM.io Overview#

noCRM.io API offers the ability to streamline and automate the sales process, focusing on lead management. With the noCRM.io API, you can create, update, delete, and retrieve leads, manage lead statuses, and trigger actions based on lead activity. Pipedream's serverless platform enhances these capabilities by allowing you to integrate noCRM.io with a plethora of other apps, setting up complex workflows without writing extensive code.

Action Code#

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

export default {
  name: "Create Lead",
  version: "0.0.1",
  key: "nocrm_io-create-lead",
  description: "Creates a new lead. [See docs here](https://www.nocrm.io/api#leads)",
  type: "action",
  props: {
    nocrm_io,
    title: {
      label: "Title",
      description: "Lead's title. Usually it corresponds to the company name.",
      type: "string",
    },
    description: {
      label: "Description",
      description: "Lead's description. Usually it contains the information of the contact in the company.",
      type: "string",
    },
    userId: {
      propDefinition: [
        nocrm_io,
        "userId",
      ],
      description: "User's ID to assign the lead to the user.",
      optional: true,
    },
    tags: {
      label: "Tags",
      description: "An array of tags describing the lead.",
      type: "string[]",
      optional: true,
    },
    stepId: {
      propDefinition: [
        nocrm_io,
        "stepId",
      ],
      description: "Step's id for the lead.",
      optional: true,
    },
  },
  async run({ $ }) {
    const parsedTags = typeof this.tags === "string"
      ? JSON.parse(this.tags)
      : this.tags;

    const response = await this.nocrm_io.createLead({
      $,
      data: {
        title: this.title,
        description: this.description,
        user_id: this.userId,
        tags: parsedTags,
        step: this.stepId,
      },
    });

    if (response) {
      $.export("$summary", `Successfully create 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
noCRM.io	`nocrm_io`	`app`	This component uses the noCRM.io app.
Title	`title`	`string`	Lead's title. Usually it corresponds to the company name.
Description	`description`	`string`	Lead's description. Usually it contains the information of the contact in the company.
User ID	`userId`	`string`	Select a value from the drop down menu.
Tags	`tags`	`string[]`	An array of tags describing the lead.
Step ID	`stepId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

Your noCRM.io API key is in your Profile > Admin Panel page, below the API section inside the Integrations card.

If your Nocrm.io URL is https://1234.nocrm.io.com/, your subdomain is 1234.