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

Pipedream makes it easy to connect APIs for Airtable, Close and 2,500+ 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. Configure warningAlert
4. Select a Table
5. Configure Records
6. Configure customExpressionInfo
7. Optional- Configure Typecast
8. Optional- Configure Return Fields By ID
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 the configured types of events are triggered. [See all possibilities](https://developer.close.com/resources/event-log/list-of-events/)

Version:0.1.1

Key:close-custom-event

View on GitHub

Close Overview#

The Close API provides access to a robust CRM platform, enabling users to automate sales processes, manage leads, and track communication history. Harnessing the Close API within Pipedream's ecosystem allows for the creation of custom, serverless workflows that can react in real-time to events, synchronize data across apps, and streamline sales operations. By leveraging Pipedream's capabilities, you can trigger actions based on Close events, manipulate Close data, and integrate with countless other services to amplify your CRM's functionality.

Trigger Code#

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

export default {
  ...common,
  key: "close-custom-event",
  name: "New Custom Event",
  description: "Emit new event when the configured types of events are triggered. [See all possibilities](https://developer.close.com/resources/event-log/list-of-events/)",
  version: "0.1.1",
  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.

About Close#

Inside Sales Software CRM with Calling & Emailing

Action#

Create Multiple Records on Airtable

Description:Create one or more records in a table in a single operation with an array. [See the documentation](https://airtable.com/developers/web/api/create-records)

Version:0.0.11

Key:airtable_oauth-create-multiple-records

View on GitHub

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";
import { ConfigurationError } from "@pipedream/platform";

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 in a single operation with an array. [See the documentation](https://airtable.com/developers/web/api/create-records)",
  version: "0.0.11",
  type: "action",
  props: {
    ...common.props,
    records: {
      propDefinition: [
        airtable,
        "records",
      ],
    },
    customExpressionInfo: {
      type: "alert",
      alertType: "info",
      content: `You can use a custom expression that evaluates to an object for each entry in the array, e.g. \`{{ { "foo": "bar", "id": 123 } }}\`.
\\
You can also reference an object exported by a previous step, e.g. \`{{steps.foo.$return_value}}\`.
\\
If desired, you can use a custom expression in the same fashion for the entire array instead of providing individual values.`,
    },
    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, index) => {
      if (typeof fields === "string") {
        try {
          fields = JSON.parse(fields);
        } catch (err) {
          throw new ConfigurationError(`Error parsing record (index ${index}) as JSON: ${err.message}`);
        }
      }
      return {
        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.

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[]`	Each item in the array should be an object in JSON format, representing a new record. The keys are the column names and the corresponding values are the data to insert.
Typecast	`typecast`	`boolean`	The Airtable API will perform best-effort automatic data conversion from string values if the typecast parameter is `True`. This is disabled by default to ensure data integrity, but it may be helpful for integrating with 3rd party data sources.
Return Fields By ID	`returnFieldsByFieldId`	`boolean`	If set to `true`, the returned field objects will have the field ID as the key, instead of 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

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

Pipedream makes it easy to connect APIs for Airtable, Close and 2,500+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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