Create Opportunity with ForceManager API on New Article from Shopify API

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

Trigger workflow on

New Article from the Shopify API

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Create Opportunity with the ForceManager API

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Getting Started#

This integration creates a workflow with a Shopify trigger and ForceManager action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Article trigger
1. Connect your Shopify account
2. Configure timer
3. Select one or more Blogs
Configure the Create Opportunity action
1. Connect your ForceManager account
2. Configure Name
3. Optional- Select a Account ID
4. Select a Branch ID
5. Select a Status ID
6. Configure Sales Probability
7. Select a Sales Rep ID
8. Optional- Configure Sales Forecast Date
9. Optional- Select a Currency ID
10. Optional- Configure Total
11. Optional- Select a PermissionLevel
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 Article on Shopify

Description:Emit new event for each new article in a blog.

Version:0.0.3

Key:shopify_developer_app-new-article

View on GitHub

Shopify Overview#

The Shopify Admin REST & GraphQL API unleashes a myriad of possibilities to automate and enhance online store operations. It provides programmatic access to Shopify functionalities, allowing users to manage products, customers, orders, and more. Leveraging the Shopify Admin API within Pipedream, developers can create custom workflows that automate repetitive tasks, sync data across platforms, and respond dynamically to events in Shopify.

This integration can be used as a custom app on your store, or for automating actions on behalf of merchants through your Shopify app.

Looking for integrating into the Shopify Partner API for your apps, themes or referrals? Check out our Shopify Partner API integration.

Trigger Code#

import shopify from "../../shopify_developer_app.app.mjs";
import common from "../../../shopify/sources/new-article/common.mjs";

export default {
  ...common,
  key: "shopify_developer_app-new-article",
  name: "New Article",
  type: "source",
  description: "Emit new event for each new article in a blog.",
  version: "0.0.3",
  dedupe: "unique",
  props: {
    shopify,
    ...common.props,
  },
};

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
Shopify	`shopify`	`app`	This component uses the Shopify app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Blogs	`blogIds`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

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

Get your Access Token

Create a custom app in Shopify to obtain your Admin API access token. See our detailed instructions here.

Enter your Admin API access token below, and save it in a secure location (we recommend using a password manager such as 1Password)

About Shopify#

Shopify is a complete commerce platform that lets anyone start, manage, and grow a business. You can use Shopify to build an online store, manage sales, market to customers, and accept payments in digital and physical locations.

Action#

Create Opportunity on ForceManager

Description:Creates a new business opportunity in ForceManager. [See the documentation](https://developer.forcemanager.com/#836754be-f32d-47d2-a8ab-73a147c62ca9)

Version:0.0.1

Key:forcemanager-create-opportunity

View on GitHub

ForceManager Overview#

The ForceManager API allows for robust interaction with ForceManager's CRM platform. It facilitates access to data on sales, customer interactions, and performance metrics. With Pipedream, you can automate actions based on this data, integrate with other services, and create custom workflows that leverage events and triggers from ForceManager to streamline sales processes and data management. Interacting with the ForceManager API through Pipedream allows you to connect CRM data with other applications such as email, calendars, support systems, and more, creating a seamless flow of information across your business tools.

Action Code#

import forcemanager from "../../forcemanager.app.mjs";

export default {
  key: "forcemanager-create-opportunity",
  name: "Create Opportunity",
  description: "Creates a new business opportunity in ForceManager. [See the documentation](https://developer.forcemanager.com/#836754be-f32d-47d2-a8ab-73a147c62ca9)",
  version: "0.0.1",
  type: "action",
  props: {
    forcemanager,
    name: {
      type: "string",
      label: "Name",
      description: "Name of the business opportunity",
    },
    accountId: {
      propDefinition: [
        forcemanager,
        "accountId",
      ],
    },
    branchId: {
      propDefinition: [
        forcemanager,
        "branchId",
      ],
    },
    statusId: {
      propDefinition: [
        forcemanager,
        "statusId",
      ],
    },
    salesProbability: {
      type: "integer",
      label: "Sales Probability",
      description: "Probability of sale, a number between 0 and 10",
      max: 10,
    },
    salesRepId: {
      propDefinition: [
        forcemanager,
        "salesRepId",
      ],
    },
    salesForeCastDate: {
      type: "string",
      label: "Sales Forecast Date",
      description: "Forecast sale date in ISO-8601 Format. Example: `2023-12-08T10:00:00+07:00`",
      optional: true,
    },
    currencyId: {
      propDefinition: [
        forcemanager,
        "currencyId",
      ],
    },
    total: {
      type: "integer",
      label: "Total",
      description: "Total amount of the Opportunity",
      optional: true,
    },
    permissionLevel: {
      type: "string",
      label: "PermissionLevel",
      description: "Defines the visibility of the Opportunity. Set from 1 - 5 with 5 being the highest level of permission",
      options: [
        "1",
        "2",
        "3",
        "4",
        "5",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.forcemanager.createOpportunity({
      $,
      data: {
        reference: this.name,
        accountId1: this.accountId,
        branchId: this.branchId,
        statusId: this.statusId,
        salesProbability: this.salesProbability,
        salesRepId: this.salesRepId,
        salesForeCastDate: this.salesForeCastDate,
        total: this.total,
        permissionLevel: this.permissionLevel,
      },
    });
    $.export("$summary", `Successfully created opportunity: ${this.name}`);
    return response;
  },
};

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
ForceManager	`forcemanager`	`app`	This component uses the ForceManager app.
Name	`name`	`string`	Name of the business opportunity
Account ID	`accountId`	`string`	Select a value from the drop down menu.
Branch ID	`branchId`	`string`	Select a value from the drop down menu.
Status ID	`statusId`	`string`	Select a value from the drop down menu.
Sales Probability	`salesProbability`	`integer`	Probability of sale, a number between 0 and 10
Sales Rep ID	`salesRepId`	`string`	Select a value from the drop down menu.
Sales Forecast Date	`salesForeCastDate`	`string`	Forecast sale date in ISO-8601 Format. Example: `2023-12-08T10:00:00+07:00`
Currency ID	`currencyId`	`string`	Select a value from the drop down menu.
Total	`total`	`integer`	Total amount of the Opportunity
PermissionLevel	`permissionLevel`	`string`	Select a value from the drop down menu:`12345`

Action Authentication#

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

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

About ForceManager#

The CRM to Supercharge Sales Teams. On the road. In the office. From home.

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Pipedream makes it easy to connect APIs for ForceManager, Shopify 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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