[Data] Convert JSON to String with Formatting API on New Company Created (Instant) from Solve CRM API

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New Company Created (Instant) from the Solve CRM API

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[Data] Convert JSON to String with the Formatting API

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Getting Started#

This integration creates a workflow with a Solve CRM trigger and Formatting 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 (Instant) trigger
1. Connect your Solve CRM account
Configure the [Data] Convert JSON to String action
1. Connect your Formatting account
2. Configure Input
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 (Instant) on Solve CRM

Description:Emit new event for each new company created. [See the docs here](https://solve360.com/api/webhook-management/)

Version:0.0.1

Key:solve_crm-new-company-created

View on GitHub

Solve CRM Overview#

The Solve CRM API offers a variety of endpoints to manage customer relationships and sales processes programmatically. It enables users to create, read, update, and delete customer data, manage projects, track email communication, and automate workflows involving contacts and companies. Pipedream harnesses this power, allowing you to connect Solve CRM with a myriad of other apps and services to streamline sales pipelines, enhance customer engagement, and automate routine tasks.

Trigger Code#

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

export default {
  ...common,
  key: "solve_crm-new-company-created",
  name: "New Company Created (Instant)",
  description: "Emit new event for each new company created. [See the docs here](https://solve360.com/api/webhook-management/)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getHistoricalEvents(limit) {
      return this.solveCrm.listCompanies({
        params: {
          limit,
          sortdir: "DESC",
          sortfield: "created",
        },
      });
    },
    getEventParams() {
      return {
        event: "items.create",
        constrainttype: "company",
        title: "Pipedream New Company",
      };
    },
    generateMeta(body) {
      const ts = new Date(body.occured);
      return {
        id: body.objectid,
        summary: `New company with ID ${body.objectid}`,
        ts: ts.getTime(),
      };
    },
  },
};

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
Solve CRM	`solveCrm`	`app`	This component uses the Solve CRM 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.

Trigger Authentication#

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

You can get your API Token under Solve menu > My Account > API Token.
For email, use the address asssociated to your Solve CRM account.

About Solve CRM#

Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

Action#

[Data] Convert JSON to String on Formatting

Description:Convert an object to a JSON format string

Version:0.0.5

Key:formatting-convert-json-to-string

View on GitHub

Action Code#

import { defineAction } from "@pipedream/types";
import app from "../../app/formatting.app.mjs";
export default defineAction({
    name: "[Data] Convert JSON to String",
    description: "Convert an object to a JSON format string",
    key: "formatting-convert-json-to-string",
    version: "0.0.5",
    type: "action",
    props: {
        app,
        input: {
            label: "Input",
            description: "An object to be serialized to a JSON format string.",
            type: "object",
        },
    },
    async run({ $ }) {
        try {
            const result = JSON.stringify(this.input);
            $.export("$summary", "Successfully convert object to JSON string");
            return result;
        }
        catch (err) {
            throw new Error("Error serializing object to JSON string: " + err.toString());
        }
    },
});