[Data] Convert JSON to String with Formatting API on New Deal Closed from OnePageCRM API

Pipedream makes it easy to connect APIs for Formatting, OnePageCRM and 2,000+ other apps remarkably fast.

Trigger workflow on

New Deal Closed from the OnePageCRM API

Next, do this

[Data] Convert JSON to String with the Formatting API

No credit card required

▶

Watch us build a workflow

4 min

Watch now ➜

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a OnePageCRM 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 Deal Closed trigger
1. Connect your OnePageCRM account
2. Configure Polling interval
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 Deal Closed on OnePageCRM

Description:Emit new event when a deal is successfully closed in the CRM.

Version:0.0.1

Key:onepagecrm-new-deal-closed

View on GitHub

OnePageCRM Overview#

The OnePageCRM API enables interaction with your OnePageCRM account, automating your contact and sales management. With it, you can create, update, and delete contacts, deals, and notes, or trigger actions based on sales activities. When combined with Pipedream's serverless platform, this API allows you to connect OnePageCRM with hundreds of other apps to streamline your sales process, enhance lead generation, and improve follow-ups.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "onepagecrm-new-deal-closed",
  name: "New Deal Closed",
  description: "Emit new event when a deal is successfully closed in the CRM.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getField() {
      return "deal";
    },
    getFilterField() {
      return "close_date";
    },
    getFunction() {
      return this.onepagecrm.listDeals;
    },
    getParams() {
      return {
        status: "closed",
        sort_by: "close_date",
        order: "desc",
      };
    },
    getSummary(item) {
      return `A new deal with ID: ${item.id} was successfully closed!`;
    },
  },
  sampleEmit,
};

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
OnePageCRM	`onepagecrm`	`app`	This component uses the OnePageCRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the OnePageCRM on this schedule

Trigger Authentication#

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

To retrieve your User ID and API Key,

Navigate to your Onepage account and sign in
Click the User menu on the top right
Go to “Apps and Integrations” > “Utilities” > “API”
Open the “Configuration” tab

About OnePageCRM#

#1 action-focused CRM software for small business. We help bring action and focus to the chaotic world of sales.

Action#

[Data] Convert JSON to String on Formatting

Description:Convert an object to a JSON format string

Version:0.0.4

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: "0.0.4",
    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());
        }
    },
});