← WooCommerce + Workiz integrations

Create Lead with Workiz API on New Coupon Event (Instant) from WooCommerce API

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New Coupon Event (Instant) from the WooCommerce API
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Create Lead with the Workiz API
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Getting Started

This integration creates a workflow with a WooCommerce trigger and Workiz 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 Coupon Event (Instant) trigger
    1. Connect your WooCommerce account
    2. Select one or more Event topics
  3. Configure the Create Lead action
    1. Connect your Workiz account
    2. Configure Email
    3. Optional- Configure Phone
    4. Optional- Configure First Name
    5. Optional- Configure Last Name
    6. Optional- Configure Company
    7. Optional- Configure Address
    8. Optional- Configure City
    9. Optional- Configure State
    10. Optional- Configure Postal Code
    11. Optional- Configure Job Datetime
    12. Optional- Configure Job Type
    13. Optional- Configure Job Source
  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:Emit new event each time the specified coupon event(s) occur
Version:0.0.3
Key:woocommerce-new-coupon-event

WooCommerce Overview

WooCommerce is a customizable, open-source eCommerce platform built on WordPress. With the WooCommerce API, you can tap into the heart of your eCommerce store to read, create, update, and delete products, orders, and customers. On Pipedream, you can harness this API to automate routine tasks, sync data across platforms, and enhance customer experiences. By connecting WooCommerce to a wide array of apps and services, you can streamline operations, trigger personalized marketing, and analyze your sales data with greater ease.

Trigger Code

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

export default {
  ...common,
  key: "woocommerce-new-coupon-event",
  name: "New Coupon Event (Instant)",
  description: "Emit new event each time the specified coupon event(s) occur",
  version: "0.0.3",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getSampleEvents({ perPage }) {
      return this.woocommerce.listCoupons({
        per_page: perPage,
        orderby: "date",
      });
    },
    getTopic(topicType) {
      return `coupon.${topicType}`;
    },
    generateMeta(eventType, {
      id, date_modified: dateModified,
    }) {
      const ts = Date.parse(dateModified);
      return {
        id: `${id}${ts}`,
        summary: `Coupon ID: ${id} ${eventType}`,
        ts,
      };
    },
  },
};

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
WooCommercewoocommerceappThis component uses the WooCommerce app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.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.
Event topicstopicsstring[]Select a value from the drop down menu:createdupdateddeleted

Trigger Authentication

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

Find your API key at WooCommerce > Settings > Advanced > REST API. See the WooCommerce docs for more info. Enter the Key and Secret below.

About WooCommerce

WooCommerce is the open-source ecommerce platform for WordPress.

Action

Description:Create a new lead in Workiz. [See the documentation](https://developer.workiz.com/)
Version:0.0.1
Key:workiz-create-lead

Workiz Overview

The Workiz API opens up a world of possibilities for managing field service operations. By tapping into Workiz with Pipedream, you can automate workflows, sync data across apps, and react to events in real-time. Whether you're automating job scheduling, dispatch notifications, or customer follow-ups, integrating Workiz with Pipedream allows you to streamline operations, reduce manual entry, and keep your team in sync.

Action Code

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

export default {
  key: "workiz-create-lead",
  name: "Create Lead",
  description: "Create a new lead in Workiz. [See the documentation](https://developer.workiz.com/)",
  version: "0.0.1",
  type: "action",
  props: {
    workiz,
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the lead",
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the lead",
      optional: true,
    },
    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,
    },
    company: {
      type: "string",
      label: "Company",
      description: "Company name of the lead",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "Street address of the service location",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the service location",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State of the service location",
      optional: true,
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "Postal Code of the service location",
      optional: true,
    },
    leadDateTime: {
      type: "string",
      label: "Job Datetime",
      description: "The datetime of the lead in [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) format, e.g. `2016-08-29T09:12:33.001Z`",
      optional: true,
    },
    jobType: {
      type: "string",
      label: "Job Type",
      description: "The type of job",
      optional: true,
    },
    jobSource: {
      type: "string",
      label: "Job Source",
      description: "The source of job",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.workiz.createLead({
      data: {
        Email: this.email,
        Phone: this.phone,
        FirstName: this.firstName,
        LastName: this.lastName,
        Company: this.company,
        Address: this.address,
        City: this.city,
        PostalCode: this.postalCode,
        LeadDateTime: this.leadDateTime,
        JobType: this.jobType,
        JobSource: this.jobSource,
      },
      $,
    });

    if (response) {
      $.export("$summary", `Successfully created new lead with ID ${response.data[0].UUID}.`);
    }

    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.

LabelPropTypeDescription
WorkizworkizappThis component uses the Workiz app.
Emailemailstring

Email address of the lead

Phonephonestring

Phone number of the lead

First NamefirstNamestring

First name of the lead

Last NamelastNamestring

Last name of the lead

Companycompanystring

Company name of the lead

Addressaddressstring

Street address of the service location

Citycitystring

City of the service location

Statestatestring

State of the service location

Postal CodepostalCodestring

Postal Code of the service location

Job DatetimeleadDateTimestring

The datetime of the lead in ISO 8601 format, e.g. 2016-08-29T09:12:33.001Z

Job TypejobTypestring

The type of job

Job SourcejobSourcestring

The source of job

Action Authentication

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

Enable the API in Workiz Marketpace and generate your API Credentials from the Developer add-on page.

About Workiz

Workiz is the #1 all-in-one management platform for fieldservice businesses, including hvac, plumbing, garagedoor, electrcialcontracting, and more.

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