Create or Update a Person with Ortto API on New Comment (Instant) from Google Sheets API

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New Comment (Instant) from the Google Sheets API

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Create or Update a Person with the Ortto API

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Getting Started#

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

Select this integration
Configure the New Comment (Instant) trigger
1. Connect your Google Sheets account
2. Configure Push notification renewal schedule
3. Select a Spreadsheet
Configure the Create or Update a Person action
1. Connect your Ortto account
2. Optional- Configure First Name
3. Optional- Configure Last Name
4. Configure Phone
5. Configure Email
6. Optional- Configure City
7. Optional- Configure Country
8. Optional- Configure Region
9. Optional- Configure Birthday
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 Comment (Instant) on Google Sheets

Description:Emit new event each time a comment is added to a spreadsheet.

Version:0.0.3

Key:google_sheets-new-comment

View on GitHub

Google Sheets Overview#

The Google Sheets API allows for the creation, reading, updating, and deletion of data within Google Sheets, enabling a robust platform for spreadsheet management and data manipulation. Through Pipedream, you can craft serverless workflows that respond to various triggers, such as webhook events, emails, or scheduled times, to interact with Google Sheets. This synergy can automate reporting, synchronize data across applications, manage inventory, track leads in a CRM, or even conduct survey analysis by updating and retrieving sheet data on the fly.

Trigger Code#

import httpBase from "../common/http-based/sheet.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...httpBase,
  key: "google_sheets-new-comment",
  name: "New Comment (Instant)",
  description: "Emit new event each time a comment is added to a spreadsheet.",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  methods: {
    ...httpBase.methods,
    _getLastTs() {
      return this.db.get("lastTs");
    },
    _setLastTs(lastTs) {
      this.db.set("lastTs", lastTs);
    },
    generateMeta(comment) {
      return {
        id: comment.id,
        summary: `New Comment: ${comment.content}`,
        ts: Date.parse(comment.createdTime),
      };
    },
    takeSheetSnapshot() {},
    getSheetId() {
      return this.sheetID.toString();
    },
    async processSpreadsheet() {
      const comments = [];
      const lastTs = this._getLastTs();
      const results = this.googleSheets.listComments(this.sheetID, lastTs);
      for await (const comment of results) {
        comments.push(comment);
      }
      if (!comments.length) {
        return;
      }
      this._setLastTs(comments[0].createdTime);
      comments.reverse().forEach((comment) => {
        const meta = this.generateMeta(comment);
        this.$emit(comment, meta);
      });
    },
  },
  async run(event) {
    if (event.timestamp) {
      // Component was invoked by timer
      return this.renewSubscription();
    }

    if (!this.isEventRelevant(event)) {
      console.log("Sync notification, exiting early");
      return;
    }

    await this.processSpreadsheet();
  },
  sampleEmit,
};

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
Google Sheets	`googleSheets`	`app`	This component uses the Google Sheets app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
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.
Push notification renewal schedule	`timer`	`$.interface.timer`	The Google Drive API requires occasionally renewal of push notification subscriptions. This runs in the background, so you should not need to modify this schedule.
Spreadsheet	`sheetID`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

emailprofilehttps://www.googleapis.com/auth/drive

About Google Sheets#

Use Google Sheets to create and edit online spreadsheets. Get insights together with secure sharing in real-time and from any device.

Action#

Create or Update a Person on Ortto

Description:Create or update a preexisting person in the Ortto account. [See the documentation](https://help.ortto.com/a-250-api-reference)

Version:0.0.1

Key:ortto-create-person

View on GitHub

Ortto Overview#

The Ortto API unleashes the power to streamline customer relationship management by automating personalized customer journeys, tracking user actions, and integrating with a variety of services to enhance marketing and sales strategies. With Ortto on Pipedream, you can create intricate workflows that respond dynamically to customer interactions, update CRM records, send targeted communications, and much more, building a rich, automated system that nurtures leads and cultivates customer loyalty.

Action Code#

import { clearObj } from "../../common/utils.mjs";
import ortto from "../../ortto.app.mjs";

export default {
  key: "ortto-create-person",
  name: "Create or Update a Person",
  description: "Create or update a preexisting person in the Ortto account. [See the documentation](https://help.ortto.com/a-250-api-reference)",
  version: "0.0.1",
  type: "action",
  props: {
    ortto,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The person's first name.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The person's last name.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The person's phone number.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The person's email address.",
    },
    city: {
      type: "string",
      label: "City",
      description: "The person's address city.",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "The person's address country.",
      optional: true,
    },
    region: {
      type: "string",
      label: "Region",
      description: "The person's address region.",
      optional: true,
    },
    birthday: {
      type: "string",
      label: "Birthday",
      description: "The person's birth date.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      ortto,
      ...props
    } = this;

    const birthday = {};
    if (props.birthday) {
      const date = new Date(props.birthday);
      birthday.day = date.getDate();
      birthday.month = date.getMonth() + 1;
      birthday.year = date.getFullYear();
    }

    const response = await ortto.createPerson({
      data: {
        people: [
          {
            fields: clearObj({
              "str::first": props.firstName,
              "str::last": props.lastName,
              "phn::phone": {
                "phone": props.phone,
                "parse_with_country_code": true,
              },
              "str::email": props.email,
              "geo::city": {
                name: props.city,
              },
              "geo::country": {
                name: props.country,
              },
              "geo::region": {
                name: props.region,
              },
              "dtz::b": birthday,
            }),
          },
        ],
        async: false,
        merge_by: [
          "str::email",
        ],
        find_strategy: 0,
      },
    });
    $.export("$summary", "Person successfully initialized or updated!");
    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
Ortto	`ortto`	`app`	This component uses the Ortto app.
First Name	`firstName`	`string`	The person's first name.
Last Name	`lastName`	`string`	The person's last name.
Phone	`phone`	`string`	The person's phone number.
Email	`email`	`string`	The person's email address.
City	`city`	`string`	The person's address city.
Country	`country`	`string`	The person's address country.
Region	`region`	`string`	The person's address region.
Birthday	`birthday`	`string`	The person's birth date.

Action Authentication#

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

To create your API key,

Navigate to your Ortto account and sign in
On the lefthand sidebar, click "CDP" > "Data sources" > "New data source" > "Custom API"
Copy your Private API Key below.

Create or Update a Person with Ortto API on New Comment (Instant) from Google Sheets API

Pipedream makes it easy to connect APIs for Ortto , Google Sheets 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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