Create Multiple Records with Airtable API on New Customer Created from Square API

Pipedream makes it easy to connect APIs for Airtable, Square and 2,400+ other apps remarkably fast.

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New Customer Created from the Square 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 Square 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 Customer Created trigger
1. Connect your Square account
2. Configure timer
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
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 Customer Created on Square

Description:Emit new event for every new customer created. [See the docs](https://developer.squareup.com/reference/square/customers-api/list-customers)

Version:0.0.3

Key:square-new-customer-created

View on GitHub

Square Overview#

The Square API opens up a realm of possibilities for merchants to effortlessly manage their sales, inventory, customers, and payments. With Pipedream, you can automate actions based on events in Square, such as new transactions, updated orders, or customer profile changes. Craft custom workflows that react in real-time, sync data across platforms, or streamline reporting. Through Pipedream's serverless platform, you can connect Square with countless other apps without writing extensive code, turning manual tasks into automated, efficient processes.

Trigger Code#

import base from "../common/base-polling.mjs";
import constants from "../common/constants.mjs";

export default {
  ...base,
  key: "square-new-customer-created",
  name: "New Customer Created",
  description: "Emit new event for every new customer created. [See the docs](https://developer.squareup.com/reference/square/customers-api/list-customers)",
  type: "source",
  version: "0.0.3",
  dedupe: "unique",
  hooks: {
    ...base.hooks,
    async deploy() {
      console.log(`Retrieving at most last ${constants.MAX_HISTORICAL_EVENTS} objects...`);
      const { customers } = await this.square.listCustomers({
        params: {
          ...this.getBaseParams(),
        },
      });
      if (!(customers?.length > 0)) {
        return;
      }
      this._setLastTs(Date.parse(customers[0].created_at));
      customers?.slice(0, constants.MAX_HISTORICAL_EVENTS)
        .reverse()
        .forEach((customer) => this.$emit(customer, this.generateMeta(customer)));
    },
  },
  methods: {
    ...base.methods,
    getBaseParams() {
      return {
        limit: constants.MAX_LIMIT,
        sort_field: "CREATED_AT",
        sort_order: "DESC",
      };
    },
    generateMeta(customer) {
      return {
        id: customer.id,
        summary: `Customer created: ${customer.id}`,
        ts: Date.parse(customer.created_at),
      };
    },
  },
  async run() {
    const lastTs = this._getLastTs();
    let newLastTs;
    let cursor;
    let done = false;

    do {
      const response = await this.square.listCustomers({
        params: {
          ...this.getBaseParams(),
          cursor,
        },
      });
      const { customers } = response;
      if (!(customers?.length > 0)) {
        break;
      }
      if (!newLastTs) {
        newLastTs = Date.parse(customers[0].created_at);
      }
      for (const customer of customers) {
        if (Date.parse(customer.created_at) <= lastTs) {
          done = true;
          break;
        }
        this.emitEvent(customer);
      }
      cursor = response?.cursor;
    } while (cursor && !done);

    this._setLastTs(newLastTs);
  },
};

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
Square	`square`	`app`	This component uses the Square app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

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

CUSTOMERS_READCUSTOMERS_WRITEPAYMENTS_READPAYMENTS_WRITEORDERS_READORDERS_WRITESUBSCRIPTIONS_READSUBSCRIPTIONS_WRITEITEMS_READITEMS_WRITEINVOICES_READINVOICES_WRITELOYALTY_READLOYALTY_WRITEEMPLOYEES_READEMPLOYEES_WRITEMERCHANT_PROFILE_READBANK_ACCOUNTS_READSETTLEMENTS_READDEVELOPER_APPLICATION_WEBHOOKS_WRITEAPPOINTMENTS_ALL_READAPPOINTMENTS_READ

About Square#

Solutions & Tools to Grow Your Business

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. [See the documentation](https://airtable.com/developers/web/api/create-records)

Version:0.0.6

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";

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.

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.
Return Fields By Field ID	`returnFieldsByFieldId`	`boolean`	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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Pipedream makes it easy to connect APIs for Airtable, Square and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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