Create Task with EspoCRM API on New, Modified or Deleted Records from Airtable API

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New, Modified or Deleted Records from the Airtable API

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Create Task with the EspoCRM API

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Getting Started#

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

Select this integration
Configure the New, Modified or Deleted Records trigger
1. Connect your Airtable account
2. Configure timer
3. Select a Base
4. Select a Table
5. Optional- Configure Return Fields By Field ID
Configure the Create Task action
1. Connect your EspoCRM account
2. Configure Name
3. Select a Assigned User
4. Optional- Configure Due Date
5. Optional- Configure Description
6. Optional- Select a Status
7. Optional- Select a Priority
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, Modified or Deleted Records on Airtable

Description:Emit new event each time a record is added, updated, or deleted in an Airtable table. Supports tables up to 10,000 records

Version:0.0.6

Key:airtable_oauth-new-modified-or-deleted-records

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

export default {
  ...base,
  name: "New, Modified or Deleted Records",
  key: "airtable_oauth-new-modified-or-deleted-records",
  version: "0.0.6",
  type: "source",
  description: "Emit new event each time a record is added, updated, or deleted in an Airtable table. Supports tables up to 10,000 records",
  props: {
    ...base.props,
    tableId: {
      propDefinition: [
        base.props.airtable,
        "tableId",
        ({ baseId }) => ({
          baseId,
        }),
      ],
      description: "The table ID to watch for changes.",
    },
    returnFieldsByFieldId: {
      propDefinition: [
        base.props.airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  methods: {
    ...base.methods,
    _getPrevAllRecordIds() {
      return this.db.get("prevAllRecordIds");
    },
    _setPrevAllRecordIds(prevAllRecordIds) {
      this.db.set("prevAllRecordIds", prevAllRecordIds);
    },
  },
  async run(event) {
    const {
      baseId,
      tableId,
      viewId,
    } = this;

    const metadata = {
      baseId,
      tableId,
      viewId,
    };

    const prevAllRecordIds = this._getPrevAllRecordIds();

    const lastTimestamp = this._getLastTimestamp();
    const params = {
      filterByFormula: `LAST_MODIFIED_TIME() > "${lastTimestamp}"`,
      returnFieldsByFieldId: this.returnFieldsByFieldId || false,
    };

    const records = await this.airtable.listRecords({
      baseId,
      tableId,
      params,
    });

    let allRecordIds = [],
      newRecordsCount = 0,
      modifiedRecordsCount = 0,
      deletedRecordsCount = 0;

    if (records) {
      for (const record of records) {
        if (!lastTimestamp || moment(record.createdTime) > moment(lastTimestamp)) {
          record.type = "new_record";
          newRecordsCount++;
        } else {
          record.type = "record_modified";
          modifiedRecordsCount++;
        }

        record.metadata = metadata;

        this.$emit(record, {
          summary: `${record.type}: ${JSON.stringify(record.fields)}`,
          id: record.id,
        });
      }
    }

    delete params.filterByFormula;

    const data = await this.airtable.listRecords({
      baseId,
      tableId,
      params,
    });
    if (!data.length || data.length === 0) return;
    allRecordIds = [
      ...data.map((record) => record.id),
    ];

    if (prevAllRecordIds) {
      const deletedRecordIds = prevAllRecordIds.filter(
        (prevRecord) => !allRecordIds.includes(prevRecord),
      );
      for (const recordID of deletedRecordIds) {
        deletedRecordsCount++;
        const deletedRecordObj = {
          metadata,
          type: "record_deleted",
          id: recordID,
        };
        this.$emit(deletedRecordObj, {
          summary: "record_deleted",
          id: recordID,
        });
      }
    }

    console.log(
      `Emitted ${newRecordsCount} new records(s) and ${modifiedRecordsCount} modified record(s) and ${deletedRecordsCount} deleted records.`,
    );
    this._setPrevAllRecordIds(allRecordIds);

    // We keep track of the timestamp of the current invocation
    this.updateLastTimestamp(event);
  },
};

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.
	`timer`	`$.interface.timer`
Base	`baseId`	`string`	Select a value from the drop down menu.
Table	`tableId`	`string`	Select a value from the drop down menu.
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.

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 EspoCRM

Description:This component creates a new task in Espo CRM. [See the documentation](https://docs.espocrm.com/development/api/crud/#create)

Version:0.0.1

Key:espocrm-create-task

View on GitHub

EspoCRM Overview#

The EspoCRM API allows for robust interaction with your CRM data, enabling the automation of tasks, syncing data across platforms, and the enhancement of customer relationship management through customized workflows. By leveraging this API within Pipedream, you can design serverless workflows that react to CRM events, integrate with other services, and manipulate data to fit your business processes. Pipedream's no-code platform makes it straightforward to create, execute, and maintain these workflows, allowing you to focus on innovation rather than infrastructure.

Action Code#

import espoCrm from "../../espocrm.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "espocrm-create-task",
  name: "Create Task",
  description: "This component creates a new task in Espo CRM. [See the documentation](https://docs.espocrm.com/development/api/crud/#create)",
  version: "0.0.1",
  type: "action",
  props: {
    espoCrm,
    name: {
      type: "string",
      label: "Name",
      description: "Specify the task name",
    },
    assigneeId: {
      propDefinition: [
        espoCrm,
        "assigneeId",
      ],
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Specify the task due date in the format `YYYY-MM-DD HH:MM:SS`",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "Specify the task description",
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "Specify the task status",
      options: constants.TASK_STATUS,
      optional: true,
    },
    priority: {
      type: "string",
      label: "Priority",
      description: "Specify the task priority",
      options: constants.TASK_PRIORITY,
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.espoCrm.createTask({
      data: {
        name: this.name,
        assignedUserId: this.assigneeId,
        dateEnd: this.dueDate,
        description: this.description,
        status: this.status,
        priority: this.priority,
      },
      $,
    });

    $.export("$summary", `Successfully created task ${this.name}.`);
    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
EspoCRM	`espoCrm`	`app`	This component uses the EspoCRM app.
Name	`name`	`string`	Specify the task name
Assigned User	`assigneeId`	`string`	Select a value from the drop down menu.
Due Date	`dueDate`	`string`	Specify the task due date in the format `YYYY-MM-DD HH:MM:SS`
Description	`description`	`string`	Specify the task description
Status	`status`	`string`	Select a value from the drop down menu:`Not StartedStartedCompletedCanceledDeferred`
Priority	`priority`	`string`	Select a value from the drop down menu:`LowNormalHighUrgent`

Action Authentication#

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

About EspoCRM#

Open Source CRM. Easy to customize.

More Ways to Connect EspoCRM + Airtable#

Other Popular Integrations#

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Create Task with EspoCRM API on New, Modified or Deleted Records from Airtable API

Pipedream makes it easy to connect APIs for EspoCRM, Airtable 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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