Find Lead with WhatConverts API on New Column from PostgreSQL API

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New Column from the PostgreSQL API

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Find Lead with the WhatConverts API

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Getting Started#

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

Select this integration
Configure the New Column trigger
1. Connect your PostgreSQL account
2. Configure Polling Interval
3. Select a Schema
4. Select a Table
Configure the Find Lead action
1. Connect your WhatConverts account
2. Optional- Select a Account ID
3. Optional- Select a Profile ID
4. Optional- Select a Lead Type
5. Optional- Select a Lead Status
6. Optional- Configure Start Date
7. Optional- Configure End Date
8. Optional- Select a Order
9. Optional- Select a Quotable
10. Optional- Select a Quote Value
11. Optional- Select a Sales Value
12. Optional- Configure Phone Number
13. Optional- Configure Email Address
14. Optional- Configure Spam
15. Optional- Configure Duplicate
16. Optional- Configure Lead Source
17. Optional- Configure Lead Medium
18. Optional- Configure Lead Campaign
19. Optional- Configure Lead Content
20. Optional- Configure Lead Keyword
21. Optional- Configure Max Results
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 Column on PostgreSQL

Description:Emit new event when a new column is added to a table. [See the documentation](https://node-postgres.com/features/queries)

Version:2.0.8

Key:postgresql-new-column

View on GitHub

PostgreSQL Overview#

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Trigger Code#

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

export default {
  ...common,
  name: "New Column",
  key: "postgresql-new-column",
  description: "Emit new event when a new column is added to a table. [See the documentation](https://node-postgres.com/features/queries)",
  version: "2.0.8",
  type: "source",
  props: {
    ...common.props,
    schema: {
      propDefinition: [
        common.props.postgresql,
        "schema",
      ],
    },
    table: {
      propDefinition: [
        common.props.postgresql,
        "table",
        (c) => ({
          schema: c.schema,
        }),
      ],
    },
  },
  async run() {
    const previousColumns = this._getPreviousValues() || [];

    const columns = await this.postgresql.getColumns(this.table, this.schema);

    const newColumns = columns.filter((column) => !previousColumns.includes(column));
    for (const column of newColumns) {
      const meta = this.generateMeta(column);
      this.$emit(column, meta);
    }

    this._setPreviousValues(columns);
  },
};

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
PostgreSQL	`postgresql`	`app`	This component uses the PostgreSQL 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 API on this schedule
Schema	`schema`	`string`	Select a value from the drop down menu.
Table	`table`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Connecting to Restricted Databases

Either enable the shared static IP for this account below, or configure a VPC to deploy any workflow in your workspace to a private network with a dedicated static IP. Learn more in our docs

SSL Setup

Configure SSL on your PostgreSQL database by providing the CA (Certificate Authority), and choosing between Full Verification, Verify Certificate Authority (CA), or Skip Verification. Skipping verification is not recommended as this has serious security implications

About PostgreSQL#

PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.

Action#

Find Lead on WhatConverts

Description:Find a lead in WhatConverts. [See the documentation](https://www.whatconverts.com/api/leads/#get-all-leads)

Version:0.0.2

Key:whatconverts-find-lead

View on GitHub

WhatConverts Overview#

The WhatConverts API allows you to track, manage, and report on leads and conversions from various marketing channels. With this API, you can automate the ingestion of lead data into your CRM, generate custom reports, and receive real-time alerts for new leads. When you implement this API within Pipedream, you can create powerful, serverless workflows that respond to events in WhatConverts, or trigger actions based on data from other apps.

Action Code#

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

export default {
  key: "whatconverts-find-lead",
  name: "Find Lead",
  description: "Find a lead in WhatConverts. [See the documentation](https://www.whatconverts.com/api/leads/#get-all-leads)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: true,
  },
  type: "action",
  props: {
    whatconverts,
    accountId: {
      propDefinition: [
        whatconverts,
        "accountId",
      ],
    },
    profileId: {
      propDefinition: [
        whatconverts,
        "profileId",
        (c) => ({
          accountId: c.accountId,
        }),
      ],
    },
    leadType: {
      propDefinition: [
        whatconverts,
        "leadType",
      ],
    },
    leadStatus: {
      type: "string",
      label: "Lead Status",
      description: "Lead status to return for this request",
      options: [
        "repeat",
        "unique",
      ],
      optional: true,
    },
    startDate: {
      type: "string",
      label: "Start Date",
      description: "Start date for this request in date or date/time ISO 8601 format (UTC); `2015-11-10` or `2015-11-10T00:00:00Z`. Date range can include up to 400 days.",
      optional: true,
    },
    endDate: {
      type: "string",
      label: "End Date",
      description: "End date for this request in date or date/time ISO 8601 format (UTC); `2015-11-10` or `2015-11-10T00:00:00Z`. Date range can include up to 400 days.",
      optional: true,
    },
    order: {
      type: "string",
      label: "Order",
      description: "Order in which to return the leads by date created",
      options: [
        "asc",
        "desc",
      ],
      optional: true,
    },
    quotable: {
      type: "string",
      label: "Quotable",
      description: "Quotable type to return for this request",
      options: [
        "yes",
        "no",
        "pending",
        "not_set",
      ],
      optional: true,
    },
    quoteValue: {
      type: "string",
      label: "Quote Value",
      description: "Return leads that have a quote value",
      options: [
        "has_value",
        "no_value",
      ],
      optional: true,
    },
    salesValue: {
      type: "string",
      label: "Sales Value",
      description: "Return leads that have a sales value",
      options: [
        "has_value",
        "no_value",
      ],
      optional: true,
    },
    phoneNumber: {
      type: "string",
      label: "Phone Number",
      description: "Return leads for the contacts that have this E.164 formatted phone number",
      optional: true,
    },
    emailAddress: {
      type: "string",
      label: "Email Address",
      description: "Return leads for the contact that have this email address",
      optional: true,
    },
    spam: {
      type: "boolean",
      label: "Spam",
      description: "If `true` will return only spam leads",
      optional: true,
    },
    duplicate: {
      type: "boolean",
      label: "Duplicate",
      description: "If true will return only duplicate leads",
      optional: true,
    },
    leadSource: {
      type: "string",
      label: "Lead Source",
      description: "Return leads that have this lead source",
      optional: true,
    },
    leadMedium: {
      type: "string",
      label: "Lead Medium",
      description: "Return leads that have this lead medium",
      optional: true,
    },
    leadCampaign: {
      type: "string",
      label: "Lead Campaign",
      description: "Return leads that have this lead campaign",
      optional: true,
    },
    leadContent: {
      type: "string",
      label: "Lead Content",
      description: "Return leads that have this lead content",
      optional: true,
    },
    leadKeyword: {
      type: "string",
      label: "Lead Keyword",
      description: "Return leads that have this lead keyword",
      optional: true,
    },
    maxResults: {
      type: "integer",
      label: "Max Results",
      description: "The maximum number of results to return. Default: 100, Maximum: 2500",
      optional: true,
      default: 100,
    },
  },
  async run({ $ }) {
    const { leads } = await this.whatconverts.listLeads({
      $,
      params: {
        profile_id: this.profileId,
        lead_type: this.leadType,
        lead_status: this.leadStatus,
        start_date: this.startDate,
        end_date: this.endDate,
        order: this.order,
        quotable: this.quotable,
        quote_value: this.quoteValue,
        sales_value: this.salesValue,
        phone_number: this.phoneNumber,
        email_address: this.emailAddress,
        spam: this.spam,
        duplicate: this.duplicate,
        lead_source: this.leadSource,
        lead_medium: this.leadMedium,
        lead_campaign: this.leadCampaign,
        lead_content: this.leadContent,
        lead_keyword: this.leadKeyword,
        leads_per_page: this.maxResults,
      },
    });

    $.export("$summary", `Found ${leads.length} lead${leads.length === 1
      ? ""
      : "s"}`);
    return leads;
  },
};

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
WhatConverts	`whatconverts`	`app`	This component uses the WhatConverts app.
Account ID	`accountId`	`integer`	Select a value from the drop down menu.
Profile ID	`profileId`	`integer`	Select a value from the drop down menu.
Lead Type	`leadType`	`string`	Select a value from the drop down menu:`appointmentchatemaileventotherphone_calltext_messagetransactionweb_form`
Lead Status	`leadStatus`	`string`	Select a value from the drop down menu:`repeatunique`
Start Date	`startDate`	`string`	Start date for this request in date or date/time ISO 8601 format (UTC); `2015-11-10` or `2015-11-10T00:00:00Z`. Date range can include up to 400 days.
End Date	`endDate`	`string`	End date for this request in date or date/time ISO 8601 format (UTC); `2015-11-10` or `2015-11-10T00:00:00Z`. Date range can include up to 400 days.
Order	`order`	`string`	Select a value from the drop down menu:`ascdesc`
Quotable	`quotable`	`string`	Select a value from the drop down menu:`yesnopendingnot_set`
Quote Value	`quoteValue`	`string`	Select a value from the drop down menu:`has_valueno_value`
Sales Value	`salesValue`	`string`	Select a value from the drop down menu:`has_valueno_value`
Phone Number	`phoneNumber`	`string`	Return leads for the contacts that have this E.164 formatted phone number
Email Address	`emailAddress`	`string`	Return leads for the contact that have this email address
Spam	`spam`	`boolean`	If `true` will return only spam leads
Duplicate	`duplicate`	`boolean`	If true will return only duplicate leads
Lead Source	`leadSource`	`string`	Return leads that have this lead source
Lead Medium	`leadMedium`	`string`	Return leads that have this lead medium
Lead Campaign	`leadCampaign`	`string`	Return leads that have this lead campaign
Lead Content	`leadContent`	`string`	Return leads that have this lead content
Lead Keyword	`leadKeyword`	`string`	Return leads that have this lead keyword
Max Results	`maxResults`	`integer`	The maximum number of results to return. Default: 100, Maximum: 2500

Action Authentication#

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

To retrieve your API Keys,

Navigate to your WhatConverts account and sign in
Click the dropdown on the top left, then click “Show Settings”
Go to “Master Integrations” > “API Keys” > “View Details”