Find Lead with WhatConverts API on New Scheduled Tasks from AWS API

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New Scheduled Tasks from the AWS API

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Find Lead with the WhatConverts API

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Getting Started#

This integration creates a workflow with a AWS 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 Scheduled Tasks trigger
1. Connect your AWS account
2. Select a AWS Region
3. Optional- Configure Secret
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 Scheduled Tasks on AWS

Description:Creates a Step Function State Machine to publish a message to an SNS topic at a specific timestamp. The SNS topic delivers the message to this Pipedream source, and the source emits it as a new event.

Version:0.4.2

Key:aws-new-scheduled-tasks

View on GitHub

AWS Overview#

The AWS API unlocks endless possibilities for automation with Pipedream. With this powerful combo, you can manage your AWS services and resources, automate deployment workflows, process data, and react to events across your AWS infrastructure. Pipedream offers a serverless platform for creating workflows triggered by various events that can execute AWS SDK functions, making it an efficient tool to integrate, automate, and orchestrate tasks across AWS services and other apps.

Trigger Code#

import base from "../common/scheduled.mjs";
import { toSingleLineString } from "../../common/utils.mjs";

export default {
  ...base,
  key: "aws-new-scheduled-tasks",
  name: "New Scheduled Tasks",
  description: toSingleLineString(`
    Creates a Step Function State Machine to publish a message
    to an SNS topic at a specific timestamp. The SNS topic delivers
    the message to this Pipedream source, and the source emits it as a new event.
  `),
  version: "0.4.2",
  type: "source",
  dedupe: "unique", // Dedupe on SNS message ID
  methods: {
    ...base.methods,
    getStateMachineDefinition() {
      const { PD_COMPONENT: componentId } = process.env;
      const topicArn = this.getTopicArn();
      return {
        Comment: `Task Scheduler for Pipedream component ${componentId}`,
        StartAt: "Wait",
        States: {
          Wait: {
            Comment: "Wait until specified timestamp",
            Type: "Wait",
            TimestampPath: "$.timestamp",
            Next: "SendMessageToSNS",
          },
          SendMessageToSNS: {
            Type: "Task",
            Resource: "arn:aws:states:::sns:publish",
            Parameters: {
              "TopicArn": topicArn,
              "Message.$": "$",
            },
            End: true,
          },
        },
      };
    },
    getStateMachinePermissions() {
      const topicArn = this.getTopicArn();
      const document = {
        Version: "2012-10-17",
        Statement: [
          {
            Effect: "Allow",
            Action: [
              "sns:Publish",
            ],
            Resource: [
              topicArn,
            ],
          },
        ],
      };
      const name = "publish-messages-to-pipedream-sns-topic";
      return {
        document,
        name,
      };
    },
  },
};

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
AWS	`aws`	`app`	This component uses the AWS 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.
AWS Region	`region`	`string`	Select a value from the drop down menu.
Secret	`secret`	`string`	Optional but recommended: if you enter a secret here, you must pass this value in the `secret` parameter of each HTTP POST request

Trigger Authentication#

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

Follow the AWS Instructions for creating an IAM user with an associated access and secret key.

As a best practice, attach the minimum set of IAM permissions necessary to perform the specific task in Pipedream. If your workflow only needs to perform a single API call, you should create a user and associate an IAM group / policy with permission to do only that task. You can create as many linked AWS accounts in Pipedream as you'd like.

Enter your access and secret key below.

About AWS#

Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.

Action#

Find Lead on WhatConverts

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

Version:0.0.1

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: "0.0.1",
  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”

About WhatConverts#

Get marketing clarity with CallTracking and LeadTracking.

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Pipedream makes it easy to connect APIs for WhatConverts, AWS and 2,700+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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