Create Purchase with LeadDyno API on New Lead from DealMachine API

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Trigger workflow on

New Lead from the DealMachine API

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Create Purchase with the LeadDyno API

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Getting Started#

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

Select this integration
Configure the New Lead trigger
1. Connect your DealMachine account
2. Configure Polling interval
Configure the Create Purchase action
1. Connect your LeadDyno account
2. Select a Lead Email
3. Optional- Configure Purchase Code
4. Optional- Configure Purchase Amount
5. Optional- Configure Plan Code
6. Optional- Select a Affiliate Code
7. Optional- Configure Commission Amount Override
8. Optional- Configure Description
9. Optional- Configure Reassign Affiliate
10. Optional- Configure Line Items
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 Lead on DealMachine

Description:Emit new event when a new lead is created.

Version:0.0.1

Key:dealmachine-new-lead

View on GitHub

DealMachine Overview#

The DealMachine API allows for automation of real estate investment tasks such as property research, direct mail marketing, and lead management. By connecting the DealMachine API to Pipedream, users can automate workflows, combine real estate data with other apps, and trigger custom actions based on specific criteria. Pipedream's serverless platform provides a powerful way to interact with the DealMachine API, process data, and integrate with countless other services to optimize real estate investment strategies.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import dealmachine from "../../dealmachine.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "dealmachine-new-lead",
  name: "New Lead",
  version: "0.0.1",
  description: "Emit new event when a new lead is created.",
  type: "source",
  dedupe: "unique",
  props: {
    dealmachine,
    db: "$.service.db",
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll the DealMachine on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  methods: {
    _getLastId() {
      return this.db.get("lastId") || 0;
    },
    _setLastId(lastId) {
      this.db.set("lastId", lastId);
    },
    async startEvent(maxResults = 0) {
      const { dealmachine } = this;

      const lastId = this._getLastId();
      const items = dealmachine.paginate({
        fn: dealmachine.listLeads,
        maxResults,
      });

      let responseArray = [];

      for await (const item of items) {
        if (item.id <= lastId) break;
        responseArray.push(item);
      }
      if (responseArray.length) this._setLastId(responseArray[0].id);

      for (const item of responseArray.reverse()) {
        this.$emit(
          item,
          {
            id: item.id,
            summary: `A new lead with id: "${item.id}" was created!`,
            ts: new Date(),
          },
        );
      }
    },
  },
  hooks: {
    async deploy() {
      await this.startEvent(25);
    },
  },
  async run() {
    await this.startEvent();
  },
  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
DealMachine	`dealmachine`	`app`	This component uses the DealMachine app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the DealMachine on this schedule

Trigger Authentication#

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

To retrieve your API Key,

Navigate to your DealMachine account and sign in
Hit the navigation menu on the top right.
Go to “Application Settings” > “API”

About DealMachine#

We help single family real estate investors find more deals for less money with our suite of direct-to-seller marketing tools.

Action#

Create Purchase on LeadDyno

Description:Creates a new purchase in LeadDyno. [See the documentation](https://app.theneo.io/leaddyno/leaddyno-rest-api/purchases/post-purchases)

Version:0.0.1

Key:leaddyno-create-purchase

View on GitHub

Action Code#

import { parseObject } from "../../common/utils.mjs";
import leaddyno from "../../leaddyno.app.mjs";

export default {
  key: "leaddyno-create-purchase",
  name: "Create Purchase",
  description: "Creates a new purchase in LeadDyno. [See the documentation](https://app.theneo.io/leaddyno/leaddyno-rest-api/purchases/post-purchases)",
  version: "0.0.1",
  type: "action",
  props: {
    leaddyno,
    email: {
      propDefinition: [
        leaddyno,
        "leadEmail",
      ],
    },
    purchaseCode: {
      type: "string",
      label: "Purchase Code",
      description: "A unique identifier for this purchase. If not provided, a unique ID will be generated",
      optional: true,
    },
    purchaseAmount: {
      type: "string",
      label: "Purchase Amount",
      description: "The total amount of the purchase, used for percentage commission calculations",
      optional: true,
    },
    planCode: {
      type: "string",
      label: "Plan Code",
      description: "The code of the reward structure used for calculating affiliate commissions",
      optional: true,
    },
    affiliateCode: {
      propDefinition: [
        leaddyno,
        "affiliateCode",
      ],
      optional: true,
    },
    commissionAmount: {
      type: "string",
      label: "Commission Amount Override",
      description: "An overriding commission amount that will replace any predefined plan and provide an immediate fixed-amount commission. This value should be a decimal",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "Text description of the purchase",
      optional: true,
    },
    reassignAffiliate: {
      type: "boolean",
      label: "Reassign Affiliate",
      description: "If set to false, the original affiliate of the lead will be retained.",
      optional: true,
    },
    lineItems: {
      type: "string[]",
      label: "Line Items",
      description: "A list of JSON object containing the line items associated with the purchase. **Format: [{\"sku\": \"string\", \"description\": \"string\", \"quantity\": \"string\", \"amount\": \"string\"}]**",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.leaddyno.createPurchase({
      $,
      data: {
        email: this.email,
        purchase_code: this.purchaseCode,
        purchase_amount: this.purchaseAmount && parseFloat(this.purchaseAmount),
        plan_code: this.planCode,
        code: this.affiliateCode,
        commission_amount_override: this.commissionAmount && parseFloat(this.commissionAmount),
        description: this.description,
        reassign_affiliate: this.reassignAffiliate,
        line_items: parseObject(this.lineItems),
      },
    });

    $.export("$summary", `Successfully created purchase 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
LeadDyno	`leaddyno`	`app`	This component uses the LeadDyno app.
Lead Email	`email`	`string`	Select a value from the drop down menu.
Purchase Code	`purchaseCode`	`string`	A unique identifier for this purchase. If not provided, a unique ID will be generated
Purchase Amount	`purchaseAmount`	`string`	The total amount of the purchase, used for percentage commission calculations
Plan Code	`planCode`	`string`	The code of the reward structure used for calculating affiliate commissions
Affiliate Code	`affiliateCode`	`string`	Select a value from the drop down menu.
Commission Amount Override	`commissionAmount`	`string`	An overriding commission amount that will replace any predefined plan and provide an immediate fixed-amount commission. This value should be a decimal
Description	`description`	`string`	Text description of the purchase
Reassign Affiliate	`reassignAffiliate`	`boolean`	If set to false, the original affiliate of the lead will be retained.
Line Items	`lineItems`	`string[]`	A list of JSON object containing the line items associated with the purchase. Format: [{"sku": "string", "description": "string", "quantity": "string", "amount": "string"}]