Create Lead with Rex API on Custom Interval from Schedule API

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Trigger workflow on

Custom Interval from the Schedule API

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Create Lead with the Rex API

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Getting Started#

This integration creates a workflow with a Schedule trigger and Rex 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 Rex account
2. Select a Lead Type
3. Select a Contact
4. Select a Source
5. Configure Note
6. Optional- Select a Listing
7. Optional- Select a Property
8. Optional- Select a Project
9. Optional- Select a Project Stage
10. Optional- Select a Assignee
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 Rex

Description:Creates a new lead in Rex. [See the documentation](https://api-docs.rexsoftware.com/service/leads#operation/create)

Version:0.0.1

Key:rex-create-lead

View on GitHub

Rex Overview#

The Rex API allows for automation and integration of real estate CRM functionalities within the Pipedream platform. By leveraging Rex, you can streamline operations, synchronize data across various platforms, and trigger actions within the Rex ecosystem based on events from other apps or services. Whether you're managing listings, contacts, or marketing efforts, the Rex API on Pipedream can be a powerful tool to enhance productivity and customer engagement in real estate businesses.

Action Code#

import rex from "../../rex.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "rex-create-lead",
  name: "Create Lead",
  description: "Creates a new lead in Rex. [See the documentation](https://api-docs.rexsoftware.com/service/leads#operation/create)",
  version: "0.0.1",
  type: "action",
  props: {
    rex,
    leadType: {
      type: "string",
      label: "Lead Type",
      description: "The type of lead",
      options: constants.LEAD_TYPE_OPTIONS,
    },
    contactId: {
      propDefinition: [
        rex,
        "contactId",
      ],
    },
    sourceId: {
      propDefinition: [
        rex,
        "sourceId",
      ],
    },
    note: {
      type: "string",
      label: "Note",
      description: "Message filled in by the user about the reason for contact",
    },
    listingId: {
      propDefinition: [
        rex,
        "listingId",
      ],
    },
    propertyId: {
      propDefinition: [
        rex,
        "propertyId",
      ],
    },
    projectId: {
      propDefinition: [
        rex,
        "projectId",
      ],
    },
    projectStageId: {
      propDefinition: [
        rex,
        "projectStageId",
      ],
    },
    assigneeId: {
      propDefinition: [
        rex,
        "userId",
      ],
      label: "Assignee",
      description: "Identifier of the account/agent that will manage the lead",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      data: {
        note: this.note,
        lead_type: {
          id: this.leadType,
        },
        contact: {
          id: this.contactId,
        },
        lead_source: {
          id: this.sourceId,
        },
        listing: this.listingId
          ? {
            id: this.listingId,
          }
          : undefined,
        property: this.propertyId
          ? {
            id: this.propertyId,
          }
          : undefined,
        project: this.projectId
          ? {
            id: this.projectId,
          }
          : undefined,
        project_stage: this.projectStageId
          ? {
            id: this.projectStageId,
          }
          : undefined,
        assignee: this.assigneeId
          ? {
            id: this.assigneeId,
          }
          : undefined,
      },
    };

    const { result } = await this.rex.createLead({
      data,
      $,
    });

    if (result?.id) {
      $.export("$summary", `Successfully created lead with ID ${result.id}.`);
    }

    return result;
  },
};

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
Rex	`rex`	`app`	This component uses the Rex app.
Lead Type	`leadType`	`string`	Select a value from the drop down menu:`{ "value": "general", "label": "General" }{ "value": "appraisal_request", "label": "Appraisal Request" }{ "value": "listing_enquiry", "label": "Listing Enquiry" }`
Contact	`contactId`	`string`	Select a value from the drop down menu.
Source	`sourceId`	`string`	Select a value from the drop down menu.
Note	`note`	`string`	Message filled in by the user about the reason for contact
Listing	`listingId`	`string`	Select a value from the drop down menu.
Property	`propertyId`	`string`	Select a value from the drop down menu.
Project	`projectId`	`string`	Select a value from the drop down menu.
Project Stage	`projectStageId`	`string`	Select a value from the drop down menu.
Assignee	`assigneeId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

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