Find or Create an Order with Workbooks CRM API on New Organization Post Created from LinkedIn API

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New Organization Post Created from the LinkedIn API

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Find or Create an Order with the Workbooks CRM API

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Getting Started#

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

Select this integration
Configure the New Organization Post Created trigger
1. Connect your LinkedIn account
2. Configure Polling Schedule
3. Configure Organization Vanity Name
Configure the Find or Create an Order action
1. Connect your Workbooks CRM account
2. Configure Customer Order Name
3. Select a Assigned To
4. Configure Document Currency
5. Configure Customer Order Date
6. Configure Status
7. Configure Tax Point Date
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 Organization Post Created on LinkedIn

Description:Emit new event when a new post is created by the organization. [See the documentation](https://learn.microsoft.com/en-us/linkedin/marketing/community-management/shares/posts-api?view=li-lms-2024-09&tabs=curl#find-posts-by-authors).

Version:0.0.2

Key:linkedin-new-organization-post-created

View on GitHub

LinkedIn Overview#

The LinkedIn API on Pipedream allows you to automate interactions with your LinkedIn account, such as posting updates, managing your profile, and engaging with your network. With Pipedream's serverless platform, you can create workflows that trigger on various events, process data, and connect with countless other apps to extend your LinkedIn presence, analyze your network's demographics, automate content sharing, and more.

Trigger Code#

import { ConfigurationError } from "@pipedream/platform";
import common from "../common/polling.mjs";
import utils from "../../common/utils.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "linkedin-new-organization-post-created",
  name: "New Organization Post Created",
  description: "Emit new event when a new post is created by the organization. [See the documentation](https://learn.microsoft.com/en-us/linkedin/marketing/community-management/shares/posts-api?view=li-lms-2024-09&tabs=curl#find-posts-by-authors).",
  type: "source",
  version: "0.0.2",
  dedupe: "unique",
  props: {
    ...common.props,
    organizationVanityName: {
      type: "string",
      label: "Organization Vanity Name",
      description: "You can get the Orgainization Vanity Name from the company LinkedIN URL, for example, if the company LinkedIn URL is `https://www.linkedin.com/company/confluent`, then the Organization Vanity Name is `confluent`.",
    },
  },
  hooks: {
    ...common.hooks,
    async deploy() {
      const {
        app,
        organizationVanityName,
        setOrganizationId,
        setIsFirstRun,
      } = this;

      const { elements } = await app.searchOrganizations("vanityName", {
        debug: true,
        params: {
          vanityName: organizationVanityName,
        },
        paramsSerializer: utils.getParamsSerializer(utils.encodeFn),
      });

      const organizationFound =
        elements?.find(({ vanityName }) => vanityName === organizationVanityName);

      if (!organizationFound) {
        throw new ConfigurationError(`There's no Organization matched for Organization Vanity Name \`${organizationVanityName}\`.`);
      }

      setOrganizationId(organizationFound.id);
      setIsFirstRun(true);
    },
  },
  methods: {
    ...common.methods,
    getDateField() {
      return "createdAt";
    },
    getResourceName() {
      return "elements";
    },
    getResourcesFn() {
      return this.app.listPosts;
    },
    getResourcesFnArgs() {
      const author = `urn:li:organization:${this.getOrganizationId()}`;
      return {
        debug: true,
        params: {
          author,
          q: "author",
          sortBy: "CREATED",
        },
      };
    },
    generateMeta(resource) {
      return {
        id: resource.id,
        summary: `New Org Post: ${resource.id}`,
        ts: resource.createdAt,
      };
    },
  },
  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
LinkedIn	`app`	`app`	This component uses the LinkedIn app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling Schedule	`timer`	`$.interface.timer`	How often to poll the API
Organization Vanity Name	`organizationVanityName`	`string`	You can get the Orgainization Vanity Name from the company LinkedIN URL, for example, if the company LinkedIn URL is `https://www.linkedin.com/company/confluent`, then the Organization Vanity Name is `confluent`.

Trigger Authentication#

LinkedIn uses OAuth authentication. When you connect your LinkedIn account, Pipedream will open a popup window where you can sign into LinkedIn and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any LinkedIn API.

Pipedream requests the following authorization scopes when you connect your account:

r_1st_connections_sizer_ads_reportingrw_organization_adminw_organization_socialr_organization_socialw_member_social_feedw_member_socialw_organization_social_feedr_basicprofilerw_adsr_organization_social_feedr_ads

About LinkedIn#

LinkedIn is a business and employment-focused social media platform. Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities.

Action#

Find or Create an Order on Workbooks CRM

Description:Returns and order if exists otherwise creates a new one.

Version:0.0.1

Key:workbooks_crm-find-or-create-order

View on GitHub

Workbooks CRM Overview#

The Workbooks CRM API unlocks a treasure trove of possibilities for automating customer relationship management tasks. With this API, you can seamlessly sync contact info, manage sales leads, automate follow-up tasks, and build custom reports to unlock actionable insights. Harnessing the power of the Workbooks CRM API on Pipedream allows you to supercharge these functionalities, triggering workflows on custom events, and connecting to numerous other apps to streamline your CRM processes even further.

Action Code#

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

export default {
  key: "workbooks_crm-find-or-create-order",
  name: "Find or Create an Order",
  description: "Returns and order if exists otherwise creates a new one.",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    description: {
      type: "string",
      label: "Customer Order Name",
      description: "The description of this Customer Order.",
    },
    assignedTo: {
      label: "Assigned To",
      description: "A queue that this Customer Order could be assigned to.",
      propDefinition: [
        app,
        "orderQueue",
      ],
    },
    documentCurrency: {
      type: "string",
      label: "Document Currency",
      description: "The currency of this Transaction in [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217) format. E.g. `USD`.",
    },
    documentDate: {
      type: "string",
      label: "Customer Order Date",
      description: "The official date for this Customer Order.",
      default: utils.getCurrentDate(),
    },
    status: {
      type: "string",
      label: "Status",
      description: "The status of this Transaction.",
      default: "DRAFT",
    },
    taxPointDate: {
      type: "string",
      label: "Tax Point Date",
      description: "The date that sales tax will be calculated for this Transaction.",
      default: utils.getCurrentDate(),
    },
  },
  async run({ $: step }) {
    const {
      assignedTo,
      description,
      documentCurrency,
      documentDate,
      status,
      taxPointDate,
    } = this;

    const response = await this.app.getOrder({
      criteria: description,
      field: "description",
    });

    if (response) {
      step.export("$summary", `Customer order was found with ID ${response.id}`);
      return response;
    }

    const creationResponse = await this.app.createOrder({
      step,
      data: {
        assigned_to: [
          assignedTo,
        ],
        description: [
          description,
        ],
        document_currency: [
          documentCurrency,
        ],
        document_date: [
          documentDate,
        ],
        status: [
          status,
        ],
        tax_point_date: [
          taxPointDate,
        ],
      },
    });

    step.export("$summary", `Successfully created customer order with ID ${creationResponse.affected_objects[0].id}`);

    return creationResponse;
  },
};

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
Workbooks CRM	`app`	`app`	This component uses the Workbooks CRM app.
Customer Order Name	`description`	`string`	The description of this Customer Order.
Assigned To	`assignedTo`	`string`	Select a value from the drop down menu.
Document Currency	`documentCurrency`	`string`	The currency of this Transaction in ISO 4217 format. E.g. `USD`.
Customer Order Date	`documentDate`	`string`	The official date for this Customer Order.
Status	`status`	`string`	The status of this Transaction.
Tax Point Date	`taxPointDate`	`string`	The date that sales tax will be calculated for this Transaction.

Action Authentication#

Workbooks CRM uses OAuth authentication. When you connect your Workbooks CRM account, Pipedream will open a popup window where you can sign into Workbooks CRM and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Workbooks CRM API.

Pipedream requests the following authorization scopes when you connect your account:

Find or Create an Order with Workbooks CRM API on New Organization Post Created from LinkedIn API

Pipedream makes it easy to connect APIs for Workbooks CRM, LinkedIn 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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