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

Pipedream makes it easy to connect APIs for Airtable, Close and 1400+ other apps remarkably fast.

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.

Select this integration
Configure the New Custom Event trigger
1. Connect your Close account
2. Configure Object Type
3. Configure Action
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
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#

New Custom Event on Close

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

View on GitHub

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.

Label	Prop	Type	Description
Close	`close`	`app`	This component uses the Close app.
N/A	`http`	`$.interface.http`	This component uses `$.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/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Object Type	`objectType`	`string`	Object type, e.g. 'lead'
Action	`action`	`string`	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#

Create Multiple Records on Airtable

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

View on GitHub

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.

Label	Prop	Type	Description
Airtable	`airtable`	`app`	This component uses the Airtable app.
Base	`baseId`	`string`	Select a value from the drop down menu.
Table	`tableId`	`string`	Select a value from the drop down menu.
Records	`records`	`string`	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.
Typecast	`typecast`	`boolean`	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

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

Pipedream makes it easy to connect APIs for Airtable, Close and 1400+ other apps remarkably fast.

Trusted by 500,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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