Create Task with Clientify API on New Field Created (Instant) from Airtable API

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New Field Created (Instant) from the Airtable API

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Create Task with the Clientify API

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Getting Started#

This integration creates a workflow with a Airtable 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 New Field Created (Instant) trigger
1. Connect your Airtable account
2. Select a Base
3. Optional- Select a Table
4. Optional- Select a View
5. Optional- Select one or more From Sources
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#

New Field Created (Instant) on Airtable

Description:Emit new event when a field is created in the selected table. [See the documentation](https://airtable.com/developers/web/api/get-base-schema)

Version:1.0.4

Key:airtable_oauth-new-field

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.

Trigger Code#

import common from "../common/common-webhook-field.mjs";

export default {
  ...common,
  name: "New Field Created (Instant)",
  description: "Emit new event when a field is created in the selected table. [See the documentation](https://airtable.com/developers/web/api/get-base-schema)",
  key: "airtable_oauth-new-field",
  version: "1.0.4",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getChangeTypes() {
      return [
        "add",
      ];
    },
  },
};

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
Airtable	`airtable`	`app`	This component uses the Airtable app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
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.
Base	`baseId`	`string`	Select a value from the drop down menu.
Table	`tableId`	`string`	Select a value from the drop down menu.
View	`viewId`	`string`	Select a value from the drop down menu.
From Sources	`fromSources`	`string[]`	Select a value from the drop down menu:`{ "value": "client", "label": "Changes generated by a user through the web or mobile clients" }{ "value": "publicApi", "label": "Changes generated through the Airtable API" }{ "value": "formSubmission", "label": "Changes generated when a form view is submitted" }{ "value": "formPageSubmission", "label": "Changes generated when an interface form builder page, form layout page, or record creation button page is submitted" }{ "value": "automation", "label": "Changes generated through an automation action" }{ "value": "system", "label": "Changes generated by system events, such as processing time function formulas" }{ "value": "sync", "label": "Changes generated through Airtable Sync" }{ "value": "anonymousUser", "label": "Changes generated by an anonymous user" }{ "value": "unknown", "label": "Unknown" }`

Trigger 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

About Airtable#

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

Action#

Create Task on Clientify

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

Version:0.0.2

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: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  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 New Field Created (Instant) from Airtable API

Pipedream makes it easy to connect APIs for Clientify, Airtable and 2,900+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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