Create Single Record Or Update with Airtable API on New Company Created Event from Aero Workflow API

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Trigger workflow on

New Company Created Event from the Aero Workflow API

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Create Single Record Or Update with the Airtable API

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Getting Started#

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

Select this integration
Configure the New Company Created Event trigger
1. Connect your Aero Workflow account
2. Configure timer
Configure the Create Single Record Or Update action
1. Connect your Airtable account
2. Select a Base
3. Select a Table
4. Optional- Select a Record ID
5. Optional- Configure Typecast
6. Optional- Configure Return Fields By Field ID
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 Company Created Event on Aero Workflow

Description:Emit new events when a new company is created. [See the docs](https://api.aeroworkflow.com/swagger/index.html)

Version:0.0.1

Key:aero_workflow-new-company-created

View on GitHub

Aero Workflow Overview#

The Aero Workflow API enables the automation of task management and workflow optimization for professional service firms. Using Pipedream, you can harness this API to create powerful automations that streamline the tasks and procedures within your business. This can significantly reduce manual input, error rates, and increase overall efficiency.

Trigger Code#

import common from "../common/common.mjs";

export default {
  ...common,
  key: "aero_workflow-new-company-created",
  name: "New Company Created Event",
  description: "Emit new events when a new company is created. [See the docs](https://api.aeroworkflow.com/swagger/index.html)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFnConfig() {
      return {
        resourceFn: this.app.getCompanies,
        resourceKey: "companies",
      };
    },
    getComparable(item) {
      return item.id;
    },
    getMeta(item) {
      return {
        id: item.id,
        summary: `New company was created: ${item.name}(ID: ${item.id})`,
        ts: new Date().getTime(),
      };
    },
    async getItem(item) {
      return this.app.getCompany({
        companyId: item.id,
      });
    },
  },
};

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
Aero Workflow	`app`	`app`	This component uses the Aero Workflow app.
	`timer`	`$.interface.timer`
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

To get your API Key and Account Number, navigate to Account Settings > Account Profile.

If you've already created an API Key it will be listed on this screen.
If there is no API Key listed, click the Generate new API Key button.
The Account Number (also sometimes called "Account ID") is listed below the API Key

About Aero Workflow#

Aero is workflow & practice management built specifically with the modern cloud-based accounting firm in mind.

Action#

Create Single Record Or Update on Airtable

Description:Updates a record if `recordId` is provided or adds a record to a table.

Version:0.0.7

Key:airtable_oauth-create-or-update-record

View on GitHub

Airtable Overview#

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Action Code#

import airtable from "../../airtable_oauth.app.mjs";
import common from "../common/common.mjs";
import commonActions from "../../common/actions.mjs";

export default {
  key: "airtable_oauth-create-or-update-record",
  name: "Create Single Record Or Update",
  description: "Updates a record if `recordId` is provided or adds a record to a table.",
  version: "0.0.7",
  type: "action",
  props: {
    ...common.props,
    // eslint-disable-next-line pipedream/props-label,pipedream/props-description
    tableId: {
      ...common.props.tableId,
      reloadProps: true,
    },
    recordId: {
      propDefinition: [
        airtable,
        "recordId",
        ({
          baseId, tableId,
        }) => ({
          baseId: baseId.value,
          tableId: tableId.value,
        }),
      ],
      optional: true,
      description: "Enter a [record ID](https://support.airtable.com/hc/en-us/articles/360051564873-Record-ID) if you want to update an existing record. Leave blank to create a new record.",
    },
    typecast: {
      propDefinition: [
        airtable,
        "typecast",
      ],
    },
    returnFieldsByFieldId: {
      propDefinition: [
        airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  async additionalProps() {
    return commonActions.additionalProps(this);
  },
  async run({ $ }) {
    const recordId = this.recordId ?? undefined;
    if (!recordId) {
      return commonActions.createRecord(this, $);
    } else {
      return commonActions.updateRecord(this, $);
    }
  },
};

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
Airtable	`airtable`	`app`	This component uses the Airtable app.
Base	`baseId`	`string`	Select a value from the drop down menu.
Table	`tableId`	`string`	Select a value from the drop down menu.
Record ID	`recordId`	`string`	Select a value from the drop down menu.
Typecast	`typecast`	`boolean`	The Airtable API will perform best-effort automatic data conversion from string values if the typecast parameter is `True`. Automatic conversion is disabled by default to ensure data integrity, but it may be helpful for integrating with 3rd party data sources.
Return Fields By Field ID	`returnFieldsByFieldId`	`boolean`	An optional boolean value that lets you return field objects where the key is the field id. This defaults to `false`, which returns field objects where the key is the field name.

Action Authentication#

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

Create Single Record Or Update with Airtable API on New Company Created Event from Aero Workflow API

Pipedream makes it easy to connect APIs for Airtable, Aero Workflow 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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