← Overloop + Airtable integrations

Create Multiple Records with Airtable API on New Campaign Created from Overloop API

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New Campaign Created from the Overloop API
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Create Multiple Records with the Airtable API
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Getting Started

This integration creates a workflow with a Overloop trigger and Airtable 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 Campaign Created trigger
    1. Connect your Overloop account
    2. Configure timer
  3. Configure the Create Multiple Records action
    1. Connect your Airtable account
    2. Select a Base
    3. Select a Table
    4. Configure Records
    5. Optional- Configure Typecast
    6. Optional- Configure Return Fields By Field ID
  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 a campaign is created. [See the docs](https://apidoc.overloop.com/#list-automations)
Version:0.0.1
Key:overloop-new-campaign-created

Overloop Overview

The Overloop API is a powerhouse for sales automation, enabling users to streamline their sales pipeline by automating repetitive tasks, syncing data across platforms, and enhancing lead management. With Pipedream, you can leverage Overloop's capabilities to create detailed, event-driven workflows that respond in real-time to changes in your sales environment. This integration can help maintain a healthy sales funnel, ensure timely follow-ups, and personalize communication at scale.

Trigger Code

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

export default {
  ...common,
  key: "overloop-new-campaign-created",
  name: "New Campaign Created",
  description: "Emit new event each time a campaign is created. [See the docs](https://apidoc.overloop.com/#list-automations)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async emitHistoricalEvents({ limit }) {
      const results = await this.processEvent(this.overloop.listAutomations, {
        sort: "-created_at",
        filter: "automation_type:campaign",
      });
      results.slice(0, limit).forEach((result) => this.emitEvent(result));
    },
    getResultTs(campaign) {
      return Date.parse(campaign.attributes.created_at);
    },
    generateMeta(campaign) {
      return {
        id: campaign.id,
        summary: campaign.attributes.name,
        ts: this.getResultTs(campaign),
      };
    },
  },
  async run() {
    const results = await this.processEvent(this.overloop.listAutomations, {
      sort: "-created_at",
      filter: "automation_type:campaign",
    });
    results.forEach((result) => this.emitEvent(result));
  },
};

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
OverloopoverloopappThis component uses the Overloop app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

Trigger Authentication

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

To retrieve your API key,

  • Navigate to your Overloop account and sign in
  • Go to “Settings” > “API”

About Overloop

All-in-one CRM & Sales Automation Platform

Action

Description:Create one or more records in a table by passing an array of objects containing field names and values as key/value pairs. [See the documentation](https://airtable.com/developers/web/api/create-records)
Version:0.0.6
Key:airtable_oauth-create-multiple-records

Airtable Overview

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Action Code

import chunk from "lodash.chunk";
import airtable from "../../airtable_oauth.app.mjs";
import common from "../common/common.mjs";

const BATCH_SIZE = 10; // The Airtable API allows us to update up to 10 rows per request.

export default {
  key: "airtable_oauth-create-multiple-records",
  name: "Create Multiple Records",
  description: "Create one or more records in a table by passing an array of objects containing field names and values as key/value pairs. [See the documentation](https://airtable.com/developers/web/api/create-records)",
  version: "0.0.6",
  type: "action",
  props: {
    ...common.props,
    records: {
      propDefinition: [
        airtable,
        "records",
      ],
    },
    typecast: {
      propDefinition: [
        airtable,
        "typecast",
      ],
    },
    returnFieldsByFieldId: {
      propDefinition: [
        airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  async run({ $ }) {
    const baseId = this.baseId?.value ?? this.baseId;
    const tableId = this.tableId?.value ?? this.tableId;

    let data = this.records;
    if (!Array.isArray(data)) {
      data = JSON.parse(data);
    }
    data = data.map((fields) => ({
      fields,
    }));
    if (!data.length) {
      throw new Error("No Airtable record data passed to step. Please pass at least one record");
    }

    const responses = [];
    for (const c of chunk(data, BATCH_SIZE)) {
      try {
        const records = await this.airtable.createRecord({
          baseId,
          tableId,
          data: c,
          opts: {
            typecast: this.typecast,
            returnFieldsByFieldId: this.returnFieldsByFieldId,
          },
        });
        responses.push(...records);
      } catch (err) {
        this.airtable.throwFormattedError(err);
      }
    }

    const l = responses.length;
    $.export("$summary", `Added ${l} record${l === 1
      ? ""
      : "s"} to ${this.baseId?.label || baseId}: [${this.tableId?.label || tableId}](https://airtable.com/${baseId}/${tableId})`);

    return responses;
  },
};

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
AirtableairtableappThis component uses the Airtable app.
BasebaseIdstringSelect a value from the drop down menu.
TabletableIdstringSelect a value from the drop down menu.
Recordsrecordsstring

Provide an array of objects. Each object should represent a new record with the column name as the key and the data to insert as the corresponding value (e.g., passing [{"foo":"bar","id":123},{"foo":"baz","id":456}] will create two records and with values added to the fields foo and id). The most common pattern is to reference an array of objects exported by a previous step (e.g., {{steps.foo.$return_value}}). You may also enter or construct a string that will JSON.parse() to an array of objects.

Typecasttypecastboolean

The Airtable API will perform best-effort automatic data conversion from string values if the typecast parameter is True. Automatic conversion is disabled by default to ensure data integrity, but it may be helpful for integrating with 3rd party data sources.

Return Fields By Field IDreturnFieldsByFieldIdboolean

An optional boolean value that lets you return field objects where the key is the field id. This defaults to false, which returns field objects where the key is the field name.

Action Authentication

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

About Airtable

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

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