Create Multiple Records with Airtable API on New Lead Created from ClinchPad API

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Trigger workflow on

New Lead Created from the ClinchPad 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 ClinchPad 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 Lead Created trigger
1. Connect your ClinchPad account
2. Configure timer
3. Select a Pipeline ID
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 Lead Created on ClinchPad

Description:Emit new event for each new created lead.

Version:0.0.1

Key:clinchpad-new-lead-created

View on GitHub

ClinchPad Overview#

ClinchPad is a modern CRM tailored for small teams to manage sales pipelines with minimal fuss. The ClinchPad API integrates with Pipedream, allowing you to automate interactions with your sales pipeline. For instance, you can automatically create leads, update their status, track communications, or gather analytics for reporting purposes. Through Pipedream, you can connect ClinchPad with hundreds of other apps to streamline your sales process, maintain customer relations, and close deals faster.

Trigger Code#

import clinchpad from "../../clinchpad.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  name: "New Lead Created ",
  version: "0.0.1",
  key: "clinchpad-new-lead-created",
  description: "Emit new event for each new created lead.",
  type: "source",
  dedupe: "unique",
  props: {
    clinchpad,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      static: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    pipelineId: {
      description: "The pipeline ID of the pipeline to which the leads belong to",
      propDefinition: [
        clinchpad,
        "pipelineId",
      ],
    },
  },
  methods: {
    emitEvent(data) {
      this.$emit(data, {
        id: data._id,
        summary: `New lead created with ID ${data._id}`,
        ts: new Date(),
      });
    },
  },
  hooks: {
    async deploy() {
      const leads = await this.clinchpad.getLeads({
        params: {
          pipeline_id: this.pipelineId,
          size: 10,
        },
      });

      leads.reverse().forEach(this.emitEvent);
    },
  },
  async run() {
    let page = 1;

    while (true) {
      const leads = await this.clinchpad.getLeads({
        params: {
          pipeline_id: this.pipelineId,
          page,
          size: 100,
        },
      });

      leads.reverse().forEach(this.emitEvent);

      if (leads.length < 100) {
        break;
      }

      page++;
    }
  },
};

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
ClinchPad	`clinchpad`	`app`	This component uses the ClinchPad app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Pipeline ID	`pipelineId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

You authenticate to the ClinchPad API by providing your API keys in the request. You can get your API key from the Settings section of the ClinchPad web app.

About ClinchPad#

ClinchPad is a deal focused CRM that enables you to close deals faster. It is a simple to use, web based application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.

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, ClinchPad 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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