Create Task with Clientify API on Booking Cancelled from Cal.com API

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Booking Cancelled from the Cal.com API

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Create Task with the Clientify API

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Getting Started#

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

Select this integration
Configure the Booking Cancelled trigger
1. Connect your Cal.com account
Configure the Create Task action
1. Connect your Clientify account
2. Optional- Select a User Id
3. Optional- Select a Assigned To
4. Configure Name
5. Optional- Configure Description
6. Optional- Configure Remarks
7. Optional- Configure Due Date
8. Configure Start Datetime
9. Configure End Datetime
10. Optional- Configure Duration
11. Optional- Configure Additional Option
12. Optional- Configure Location
13. Optional- Select one or more Deal Id
14. Optional- Select a Task Type
15. Optional- Select a Task Stage
16. Optional- Select one or more Related Companies
17. Optional- Select one or more Related Contacts
18. Optional- Select one or more Guest Users
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#

Booking Cancelled on Cal.com

Description:Emit new event when a booking is cancelled.

Version:0.0.1

Key:cal_com-booking-cancelled

View on GitHub

Cal.com Overview#

The Cal.com API on Pipedream lets you seamlessly integrate your scheduling infrastructure with other services to automate appointment setting, calendar syncing, and notifications. Using Pipedream, you can craft workflows that trigger on new event bookings, cancellations, or reschedules, and connect these events to countless apps to streamline business processes, enhance customer engagement, and maintain organized schedules.

Trigger Code#

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

export default {
  ...common,
  key: "cal_com-booking-cancelled",
  name: "Booking Cancelled",
  description: "Emit new event when a booking is cancelled.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async emitHistoricalEvents(bookings) {
      const filteredBookings = bookings?.length > 0
        ? bookings.filter((booking) => booking.status === "CANCELLED")
        : [];
      for (const booking of filteredBookings.slice(-25)) {
        const meta = this.generateMeta(booking, Date.now());
        this.$emit(booking, meta);
      }
    },
    eventTriggers() {
      return [
        "BOOKING_CANCELLED",
      ];
    },
  },
};

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
Cal.com	`calCom`	`app`	This component uses the Cal.com app.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

To retrieve your API key:

Navigate to your Cal.com account and sign in
Go to “Settings” > “Security” > “API Keys”

For domain, use either:

api.cal.com for hosted Cal.com or
yourdomain.com for self-hosted Cal.com

About Cal.com#

Scheduling infrastructure for absolutely everyone.

Action#

Create Task on Clientify

Description:Add a new task. [See the documentation](https://developer.clientify.com/#1ee10d02-b3d8-4373-afa4-08d7b678bb26)

Version:0.0.1

Key:clientify-create-task

View on GitHub

Clientify Overview#

The Clientify API enables automation and integration of Clientify's CRM functions within Pipedream. This API allows you to manage contacts, accounts, deals, and tasks, streamlining your customer relationship management. With Pipedream, you can harness these capabilities to create custom workflows that trigger actions within Clientify, respond to events, or connect with other apps to enhance productivity and data utilization.

Action Code#

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

export default {
  key: "clientify-create-task",
  name: "Create Task",
  version: "0.0.1",
  description: "Add a new task. [See the documentation](https://developer.clientify.com/#1ee10d02-b3d8-4373-afa4-08d7b678bb26)",
  type: "action",
  props: {
    clientify,
    owner: {
      propDefinition: [
        clientify,
        "userId",
      ],
      optional: true,
    },
    assignedTo: {
      propDefinition: [
        clientify,
        "userId",
      ],
      label: "Assigned To",
      description: "Email of the user to assign the task.",
      optional: true,
    },
    name: {
      type: "string",
      label: "Name",
      description: "The name of the task",
    },
    description: {
      propDefinition: [
        clientify,
        "description",
      ],
      description: "Will only be shown for videoconferences so it can save its url.",
      optional: true,
    },
    remarks: {
      propDefinition: [
        clientify,
        "remarks",
      ],
      description: "Remarks on the task.",
      optional: true,
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Due date of the task in ISO 8601 format, for example `2023‐07‐12T11:00:55+07:00`",
      optional: true,
    },
    startDatetime: {
      type: "string",
      label: "Start Datetime",
      description: "Start datetime of the task in ISO 8601 format, for example `2023‐07‐12T11:00:55+07:00`",
    },
    endDatetime: {
      type: "string",
      label: "End Datetime",
      description: "End datetime of the task in ISO 8601 format, for example `2023‐07‐12T11:00:55+07:00",
    },
    duration: {
      type: "integer",
      label: "Duration",
      description: "Duration of the task.",
      optional: true,
    },
    additionalOption: {
      type: "string",
      label: "Additional Option",
      description: "For videoconferences, stores the `identifier` of the Channel.",
      optional: true,
    },
    location: {
      type: "string",
      label: "Location",
      description: "For meetings, stores the location of the meeting.",
      optional: true,
    },
    dealId: {
      propDefinition: [
        clientify,
        "dealId",
      ],
      optional: true,
    },
    taskType: {
      propDefinition: [
        clientify,
        "taskType",
      ],
      optional: true,
    },
    taskStage: {
      propDefinition: [
        clientify,
        "taskStage",
      ],
      optional: true,
    },
    relatedCompanies: {
      propDefinition: [
        clientify,
        "companyId",
      ],
      type: "string[]",
      label: "Related Companies",
      description: "A list of URLs of companies.",
      optional: true,
    },
    relatedContacts: {
      propDefinition: [
        clientify,
        "contactId",
        () => ({
          useURL: true,
        }),
      ],
      type: "string[]",
      label: "Related Contacts",
      description: "A list of URLs of contacts.",
      optional: true,
    },
    guestUsers: {
      propDefinition: [
        clientify,
        "userId",
        () => ({
          useURL: true,
        }),
      ],
      type: "string[]",
      label: "Guest Users",
      description: "A list of URLs of users.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      clientify,
      assignedTo,
      dueDate,
      startDatetime,
      endDatetime,
      additionalOption,
      taskType,
      taskStage,
      relatedCompanies,
      relatedContacts,
      guestUsers,
      ...data
    } = this;

    const response = await clientify.createTask({
      $,
      data: {
        ...data,
        assigned_to: assignedTo,
        due_date: dueDate,
        start_datetime: startDatetime,
        end_datetime: endDatetime,
        additional_option: additionalOption,
        task_type: taskType,
        task_stage: taskStage,
        related_companies: relatedCompanies,
        related_contacts: relatedContacts,
        guest_users: guestUsers,
      },
    });

    $.export("$summary", `A new task with Id: ${response.id} was successfully added!`);
    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
Clientify	`clientify`	`app`	This component uses the Clientify app.
User Id	`owner`	`string`	Select a value from the drop down menu.
Assigned To	`assignedTo`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	The name of the task
Description	`description`	`string`	Will only be shown for videoconferences so it can save its url.
Remarks	`remarks`	`string`	Remarks on the task.
Due Date	`dueDate`	`string`	Due date of the task in ISO 8601 format, for example `2023‐07‐12T11:00:55+07:00`
Start Datetime	`startDatetime`	`string`	Start datetime of the task in ISO 8601 format, for example `2023‐07‐12T11:00:55+07:00`
End Datetime	`endDatetime`	`string`	End datetime of the task in ISO 8601 format, for example `2023‐07‐12T11:00:55+07:00
Duration	`duration`	`integer`	Duration of the task.
Additional Option	`additionalOption`	`string`	For videoconferences, stores the `identifier` of the Channel.
Location	`location`	`string`	For meetings, stores the location of the meeting.
Deal Id	`dealId`	`string[]`	Select a value from the drop down menu.
Task Type	`taskType`	`string`	Select a value from the drop down menu.
Task Stage	`taskStage`	`string`	Select a value from the drop down menu.
Related Companies	`relatedCompanies`	`string[]`	Select a value from the drop down menu.
Related Contacts	`relatedContacts`	`string[]`	Select a value from the drop down menu.
Guest Users	`guestUsers`	`string[]`	Select a value from the drop down menu.

Create Task with Clientify API on Booking Cancelled from Cal.com API

Pipedream makes it easy to connect APIs for Clientify, Cal.com 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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