Create Or Update Project with Cloze API on Daily schedule from Schedule API

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Daily schedule from the Schedule API

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Create Or Update Project with the Cloze API

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Getting Started#

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

Select this integration
Configure the Daily schedule trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Create Or Update Project action
1. Connect your Cloze account
2. Configure Project Name
3. Optional- Configure App Links
4. Optional- Configure Project Summary
5. Optional- Select a Stage
6. Optional- Select a Segment
7. Optional- Configure Additional Data
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#

Daily schedule on Schedule

Description:Trigger your workflow every day.

Version:0.0.1

Key:schedule-daily

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: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

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 Project on Cloze

Description:Create a new project or merge updates into an existing one. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Projects/post_v1_projects_create).

Version:0.0.1

Key:cloze-create-update-project

View on GitHub

Cloze Overview#

The Cloze API enables you to access and manage your Cloze CRM data programmatically. In Pipedream, you can create powerful, serverless workflows that react to events or run on schedules to automate tasks involving Cloze data. You could synchronize contacts, track communication history, or trigger actions based on updates in Cloze. By leveraging Pipedream's capacity to connect to a myriad of services, you can create multi-step workflows that involve other apps to streamline your business processes and harness the full potential of CRM automation.

Action Code#

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

export default {
  key: "cloze-create-update-project",
  name: "Create Or Update Project",
  description: "Create a new project or merge updates into an existing one. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Projects/post_v1_projects_create).",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    name: {
      type: "string",
      label: "Project Name",
      description: "The name of the project.",
    },
    appLinks: {
      type: "string[]",
      label: "App Links",
      description: "The app links of the project. Each app link should be a JSON object with at least `source` and `uniqueid` keys. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Projects/post_v1_projects_create).",
      optional: true,
      default: [
        JSON.stringify({
          source: "na16.salesforce.com",
          uniqueid: "sdf234v",
        }),
      ],
    },
    summary: {
      type: "string",
      label: "Project Summary",
      description: "The summary of the project.",
      optional: true,
    },
    stage: {
      type: "string",
      label: "Stage",
      description: "The stage of the project.",
      optional: true,
      options: [
        {
          label: "Potential Stage",
          value: "future",
        },
        {
          label: "Active Stage",
          value: "current",
        },
        {
          label: "Won or Done stage",
          value: "won",
        },
        {
          label: "Lost Stage",
          value: "lost",
        },
      ],
    },
    segment: {
      type: "string",
      label: "Segment",
      description: "The segment of the project.",
      optional: true,
      options: [
        "project",
        "project1",
        "project2",
        "project3",
        "project4",
        "project5",
      ],
    },
    additionalData: {
      type: "object",
      label: "Additional Data",
      description: "Additional details for the project in JSON format. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Projects/post_v1_projects_create).",
      optional: true,
    },
  },
  methods: {
    createProject(args = {}) {
      return this.app.post({
        path: "/projects/create",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createProject,
      name,
      appLinks,
      summary,
      stage,
      segment,
      additionalData,
    } = this;

    const response = await createProject({
      $,
      data: {
        name,
        appLinks: utils.parseArray(appLinks),
        summary,
        stage,
        segment,
        ...additionalData,
      },
    });

    $.export("$summary", "Successfully created/updated project.");

    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
Cloze	`app`	`app`	This component uses the Cloze app.
Project Name	`name`	`string`	The name of the project.
App Links	`appLinks`	`string[]`	The app links of the project. Each app link should be a JSON object with at least `source` and `uniqueid` keys. See the documentation.
Project Summary	`summary`	`string`	The summary of the project.
Stage	`stage`	`string`	Select a value from the drop down menu:`{ "label": "Potential Stage", "value": "future" }{ "label": "Active Stage", "value": "current" }{ "label": "Won or Done stage", "value": "won" }{ "label": "Lost Stage", "value": "lost" }`
Segment	`segment`	`string`	Select a value from the drop down menu:`projectproject1project2project3project4project5`
Additional Data	`additionalData`	`object`	Additional details for the project in JSON format. See the documentation.

Action Authentication#

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

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

About Cloze#

Cloze automatically keeps track of your email, phone calls, text messages, meetings, documents, Evernote, LinkedIn, Facebook, and Twitter.

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Popular Triggers#

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Weekly schedule from the Schedule API

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

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Company Change (Instant) from the Cloze API

Emit new event when significant changes regarding a company are detected. See the documentation.

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Popular Actions#

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Creates a note in Cloze. See the documentation.

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Create Or Update Company with the Cloze API

Create a new company or enhance an existing company within Cloze. Companies can be created with just a domain name or both a name and another unique identifier such as a phone number and email address. See the documentation.

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Create Or Update Project with the Cloze API

Create a new project or merge updates into an existing one. See the documentation.

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