← Schedule + Close integrations

Custom Action with Close API on Daily schedule from Schedule API

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Trigger workflow on
Daily schedule from the Schedule API
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Custom Action with the Close API
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Getting Started

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

  1. Select this integration
  2. Configure the Daily schedule trigger
    1. Connect your Schedule account
    2. Configure Cron Schedule
  3. Configure the Custom Action action
    1. Connect your Close account
    2. Select a Request Method
    3. Configure Relative url
    4. Optional- Configure Query string
    5. Optional- Configure Headers
    6. Optional- Configure Request body
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Trigger your workflow every day.
Version:0.0.1
Key:schedule-daily

Schedule Overview

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code

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

export default {
  name: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

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.
LabelPropTypeDescription
SchedulescheduleappThis component uses the Schedule app.
Cron Schedulecron$.interface.timer

Enter a cron expression

Trigger Authentication

The Schedule API does not require authentication.

About Schedule

Trigger workflows on an interval or cron schedule.

Action

Description:Makes an aribitrary call to Close API, [See](https://developer.close.com/) for all options.
Version:0.1.0
Key:close-custom-action

Close Overview

The Close API provides access to a robust CRM platform, enabling users to automate sales processes, manage leads, and track communication history. Harnessing the Close API within Pipedream's ecosystem allows for the creation of custom, serverless workflows that can react in real-time to events, synchronize data across apps, and streamline sales operations. By leveraging Pipedream's capabilities, you can trigger actions based on Close events, manipulate Close data, and integrate with countless other services to amplify your CRM's functionality.

Action Code

import close from "../../close.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "close-custom-action",
  name: "Custom Action",
  description: "Makes an aribitrary call to Close API, [See](https://developer.close.com/) for all options.",
  version: "0.1.0",
  type: "action",
  props: {
    close,
    requestMethod: {
      type: "string",
      label: "Request Method",
      description: "Http method to use in the request.",
      options: [
        "GET",
        "POST",
        "PUT",
        "PATCH",
        "DELETE",
      ],
    },
    relativeUrl: {
      type: "string",
      label: "Relative url",
      description: "A path relative to Close API, to send the request against, e.g. `/lead`",
    },
    queryString: {
      type: "string",
      label: "Query string",
      description: "Query string of the request.",
      optional: true,
    },
    headers: {
      type: "object",
      label: "Headers",
      description: "Headers to be sent in the request.",
      optional: true,
    },
    requestBody: {
      type: "object",
      label: "Request body",
      description: "Body of the request.",
      optional: true,
    },
  },
  async run({ $ }) {
    this.queryString = this.queryString || "";
    const requestBody = {};
    for (let key in this.requestBody) {
      requestBody[key] = utils.parseObject(this.requestBody[key]);
    }
    const response = await this.close._makeRequest({
      method: this.requestMethod,
      path: `${this.relativeUrl}${this.queryString}`,
      headers: this.headers,
      data: this.requestBody,
    });
    $.export("$summary", "Configured request has been sent.");
    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.

LabelPropTypeDescription
ClosecloseappThis component uses the Close app.
Request MethodrequestMethodstringSelect a value from the drop down menu:GETPOSTPUTPATCHDELETE
Relative urlrelativeUrlstring

A path relative to Close API, to send the request against, e.g. /lead

Query stringqueryStringstring

Query string of the request.

Headersheadersobject

Headers to be sent in the request.

Request bodyrequestBodyobject

Body of the request.

Action Authentication

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

API keys are per-organization and can be generated and deleted in the Settings page.

About Close

Inside Sales Software CRM with Calling & Emailing

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