Create or Update Person with Copper API on Weekly schedule from Schedule API

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Trigger workflow on

Weekly schedule from the Schedule API

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Create or Update Person with the Copper API

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Getting Started#

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

Select this integration
Configure the Weekly schedule trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Create or Update Person action
1. Connect your Copper account
2. Configure Email
3. Optional- Configure Name
4. Optional- Configure Street Address
5. Optional- Configure City
6. Optional- Configure State
7. Optional- Configure Postal Code
8. Optional- Configure Country
9. Optional- Configure Phone
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#

Weekly schedule on Schedule

Description:Trigger your workflow on one or more days each week at a specific time (with timezone support).

Version:0.0.1

Key:schedule-weekly

View on GitHub

Schedule Overview#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code#

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

export default {
  name: "Weekly schedule",
  version: "0.0.1",
  key: "schedule-weekly",
  type: "source",
  description: "Trigger your workflow on one or more days each week at a specific time (with timezone support).",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 10 * * 1",
      },
    },
  },
};

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
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.interface.timer`	Enter a cron expression

Trigger Authentication#

The Schedule API does not require authentication.

About Schedule#

Trigger workflows on an interval or cron schedule.

Action#

Create or Update Person on Copper

Description:Creates a new person or updates an existing one based on email address. [See the documentation](https://developer.copper.com/people/create-a-new-person.html)

Version:0.0.1

Key:copper-create-update-person

View on GitHub

Copper Overview#

Copper CRM's API unlocks the potential to streamline customer relationship management through automation and integration. On Pipedream, this means you can leverage event-driven workflows to sync contacts, manage deals, and automate tasks. Think of it as connecting Copper's insights directly to other apps or databases, triggering events in real-time based on CRM updates or capturing fresh leads instantaneously.

Action Code#

import copper from "../../copper.app.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  key: "copper-create-update-person",
  name: "Create or Update Person",
  description: "Creates a new person or updates an existing one based on email address. [See the documentation](https://developer.copper.com/people/create-a-new-person.html)",
  version: "0.0.1",
  type: "action",
  props: {
    copper,
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the person. If email already exists, the person will be updated",
    },
    name: {
      type: "string",
      label: "Name",
      description: "Name of the contact. Required if creating a new person.",
      optional: true,
    },
    streetAddress: {
      type: "string",
      label: "Street Address",
      description: "Street address of the person",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City address of the person",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State address of the person",
      optional: true,
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "Postal code of the person",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "Country of the person",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the person",
      optional: true,
    },
  },
  async run({ $ }) {
    let response;
    const hasAddress = this.streetAddress
      || this.city
      || this.state
      || this.postalCode
      || this.country;
    const data = {
      emails: [
        {
          email: this.email,
          category: "work",
        },
      ],
      name: this.name,
      address: hasAddress && {
        street: this.streetAddress,
        city: this.city,
        state: this.state,
        postal_code: this.postalCode,
        country: this.country,
      },
      phone_numbers: this.phone && [
        {
          number: this.phone,
          category: "work",
        },
      ],
    };

    // search for the person
    const person = await this.copper.listObjects({
      $,
      objectType: "people",
      data: {
        emails: [
          this.email,
        ],
      },
    });

    if (!person?.length && !this.name) {
      throw new ConfigurationError(`Person with email ${this.email} not found. Name is required for creating a new person.`);
    }

    // create person if not found
    if (!person?.length) {
      response = await this.copper.createPerson({
        $,
        data,
      });
    }
    // update person if found
    else {
      response = await this.copper.updatePerson({
        $,
        personId: person[0].id,
        data,
      });
    }

    $.export("$summary", `Successfully ${person?.length
      ? "updated"
      : "created"} person with ID: ${response.id}`);
    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
Copper	`copper`	`app`	This component uses the Copper app.
Email	`email`	`string`	Email address of the person. If email already exists, the person will be updated
Name	`name`	`string`	Name of the contact. Required if creating a new person.
Street Address	`streetAddress`	`string`	Street address of the person
City	`city`	`string`	City address of the person
State	`state`	`string`	State address of the person
Postal Code	`postalCode`	`string`	Postal code of the person
Country	`country`	`string`	Country of the person
Phone	`phone`	`string`	Phone number of the person