← Close + Airtable integrations

Create Multiple Records with Airtable API on New Custom Event from Close API

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Trigger workflow on
New Custom Event from the Close 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 Close 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 Custom Event trigger
    1. Connect your Close account
    2. Configure Object Type
    3. Configure Action
  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
  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 when configured type of events triggered, [See all possibilities](https://developer.close.com/resources/event-log/list-of-events/)
Version:0.1.0
Key:close-custom-event

Close Overview

With the Close API, you can build a number of applications and integrations
that can automate your sales process and make your life easier. Here are some
examples:

  • An integration that automatically updates your CRM with information from
    Close
  • A custom sales dashboard that displays your team's sales pipeline and
    performance
  • A lead capture form thatcollects information from potential customers and
    adds them to your Close account
  • An automated email campaign that sends follow-up emails to your customers
    after they purchase a product from you

Trigger Code

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

export default {
  ...common,
  key: "close-custom-event",
  name: "New Custom Event",
  description: "Emit new event when configured type of events triggered, [See all possibilities](https://developer.close.com/resources/event-log/list-of-events/)",
  version: "0.1.0",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    objectType: {
      label: "Object Type",
      description: "Object type, e.g. 'lead'",
      type: "string",
    },
    action: {
      label: "Action",
      description: "Name of the action, e.g. 'created'",
      type: "string",
    },
  },
  methods: {
    ...common.methods,
    getEvents() {
      return [
        {
          object_type: this.objectType,
          action: this.action,
        },
      ];
    },
  },
};

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
ClosecloseappThis component uses the Close app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Object TypeobjectTypestring

Object type, e.g. 'lead'

Actionactionstring

Name of the action, e.g. 'created'

Trigger Authentication

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

API keys are per-organization and can be generated and deleted in the Settings page.

About Close

Inside Sales Software CRM with Calling & Emailing

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.
Version:0.0.1
Key:airtable_oauth-create-multiple-records

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.",
  version: "0.0.1",
  type: "action",
  props: {
    ...common.props,
    records: {
      propDefinition: [
        airtable,
        "records",
      ],
    },
    typecast: {
      propDefinition: [
        airtable,
        "typecast",
      ],
    },
  },
  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: {
            typecast: this.typecast,
            records: c,
          },
          $,
        });
        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.

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:manage

About Airtable

Connect everything. Achieve anything. Accelerate work and unlock potential with powerful apps that connect your data, workflows and teams.

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