Create or Update Contact with Dex API on New Invoice Paid from The Bookie API

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Trigger workflow on

New Invoice Paid from the The Bookie API

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Create or Update Contact with the Dex API

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Getting Started#

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

Select this integration
Configure the New Invoice Paid trigger
1. Connect your The Bookie account
2. Configure timer
Configure the Create or Update Contact action
1. Connect your Dex account
2. Configure Email
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Phone Number
6. Optional- Configure Job Title
7. Optional- Configure Description
8. Optional- Configure Education
9. Optional- Configure Image URL
10. Optional- Configure LinkedIn
11. Optional- Configure Twitter
12. Optional- Configure Instagram
13. Optional- Configure Telegram
14. Optional- Configure Birthday Year
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 Invoice Paid on The Bookie

Description:Emit new event when the state of an invoice is changed to 'paid'.

Version:0.0.1

Key:the_bookie-new-invoice-paid

View on GitHub

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "the_bookie-new-invoice-paid",
  name: "New Invoice Paid",
  description: "Emit new event when the state of an invoice is changed to 'paid'.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    filterItems(items) {
      return items.filter((item) => item.state === 20);
    },
    getFunction() {
      return this.theBookie.listInvoices;
    },
    getSummary(item) {
      return `Invoice ${item.id} paid`;
    },
  },
  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
The Bookie	`theBookie`	`app`	This component uses the The Bookie app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

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

About The Bookie#

Accounting software

Action#

Create or Update Contact on Dex

Description:Adds a new contact or updates an existing one if the email address already exists in the Dex system. [See the documentation](https://guide.getdex.com/dex-user-api/post-contact)

Version:0.0.1

Key:dex-create-update-contact

View on GitHub

Dex Overview#

The Dex API offers a path to streamline and automate your relationship management by allowing you to sync, update, and interact with your personal Dex CRM data programmatically. On Pipedream, you can leverage this API to create powerful automations that keep your network vibrant and your connections strong, without manual effort. By integrating Dex with other apps on Pipedream, you can tailor workflows that sync contact info, set reminders for follow-ups, or trigger personalized communications based on various criteria.

Action Code#

import dex from "../../dex.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "dex-create-update-contact",
  name: "Create or Update Contact",
  description: "Adds a new contact or updates an existing one if the email address already exists in the Dex system. [See the documentation](https://guide.getdex.com/dex-user-api/post-contact)",
  version: "0.0.1",
  type: "action",
  props: {
    dex,
    email: {
      type: "string",
      label: "Email",
      description: "The email of the contact",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the contact",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the contact",
      optional: true,
    },
    phoneNumber: {
      type: "string",
      label: "Phone Number",
      description: "The phone number of the contact",
      optional: true,
    },
    jobTitle: {
      type: "string",
      label: "Job Title",
      description: "Job title of the contact",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "Description of the contact",
      optional: true,
    },
    education: {
      type: "string",
      label: "Education",
      description: "Education of the contact",
      optional: true,
    },
    imageUrl: {
      type: "string",
      label: "Image URL",
      description: "Image URL of the contact",
      optional: true,
    },
    linkedin: {
      type: "string",
      label: "LinkedIn",
      description: "LinkedIn URL of the contact",
      optional: true,
    },
    twitter: {
      type: "string",
      label: "Twitter",
      description: "Twitter URL of the contact",
      optional: true,
    },
    instagram: {
      type: "string",
      label: "Instagram",
      description: "Instagram URL of the contact",
      optional: true,
    },
    telegram: {
      type: "string",
      label: "Telegram",
      description: "Telegram URL of the contact",
      optional: true,
    },
    birthdayYear: {
      type: "string",
      label: "Birthday Year",
      description: "Birthday year of the contact",
      optional: true,
    },
  },
  async run({ $ }) {
    const { search_contacts_by_exact_email: match } = await this.dex.getContact({
      $,
      params: {
        email: this.email,
      },
    });
    const data = utils.cleanObject({
      first_name: this.firstName,
      last_name: this.lastName,
      job_title: this.jobTitle,
      description: this.description,
      education: this.education,
      image_url: this.imageUrl,
      linkedin: this.linkedin,
      twitter: this.twitter,
      instagram: this.instagram,
      telegram: this.telegram,
      birthday_year: this.birthdayYear,
    });
    let response;
    if (match?.length) {
      const contact = match[0];
      response = await this.dex.updateContact({
        $,
        contactId: contact.id,
        data: utils.cleanObject({
          contactId: contact.id,
          changes: data,
          update_contact_phone_numbers: this.phoneNumber
            ? true
            : undefined,
          contact_phone_numbers: this.phoneNumber
            ? [
              {
                contact_id: contact.id,
                phone_number: this.phoneNumber,
              },
            ]
            : undefined,
        }),
      });
    } else {
      response = await this.dex.createContact({
        $,
        data: {
          contact: utils.cleanObject({
            ...data,
            contact_emails: {
              data: {
                email: this.email,
              },
            },
            contact_phone_numbers: this.phoneNumber
              ? {
                data: {
                  phone_number: this.phoneNumber,
                },
              }
              : undefined,
          }),
        },
      });
    }

    $.export("$summary", `Successfully ${match?.length
      ? "updated"
      : "created"} contact ${this.email}`);
    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
Dex	`dex`	`app`	This component uses the Dex app.
Email	`email`	`string`	The email of the contact
First Name	`firstName`	`string`	The first name of the contact
Last Name	`lastName`	`string`	The last name of the contact
Phone Number	`phoneNumber`	`string`	The phone number of the contact
Job Title	`jobTitle`	`string`	Job title of the contact
Description	`description`	`string`	Description of the contact
Education	`education`	`string`	Education of the contact
Image URL	`imageUrl`	`string`	Image URL of the contact
LinkedIn	`linkedin`	`string`	LinkedIn URL of the contact
Twitter	`twitter`	`string`	Twitter URL of the contact
Instagram	`instagram`	`string`	Instagram URL of the contact
Telegram	`telegram`	`string`	Telegram URL of the contact
Birthday Year	`birthdayYear`	`string`	Birthday year of the contact