Formatting - [Date/Time] Format with Pipedream Utils API on New Lead Created from ClinchPad API

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New Lead Created from the ClinchPad API

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Formatting - [Date/Time] Format with the Pipedream Utils API

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Getting Started#

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

Select this integration
Configure the New Lead Created trigger
1. Connect your ClinchPad account
2. Configure timer
3. Select a Pipeline ID
Configure the Formatting - [Date/Time] Format action
1. Connect your Pipedream Utils account
2. Configure Input Date
3. Optional- Select a Input Format
4. Select a Output Format
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 Lead Created on ClinchPad

Description:Emit new event for each new created lead.

Version:0.0.1

Key:clinchpad-new-lead-created

View on GitHub

ClinchPad Overview#

ClinchPad is a modern CRM tailored for small teams to manage sales pipelines with minimal fuss. The ClinchPad API integrates with Pipedream, allowing you to automate interactions with your sales pipeline. For instance, you can automatically create leads, update their status, track communications, or gather analytics for reporting purposes. Through Pipedream, you can connect ClinchPad with hundreds of other apps to streamline your sales process, maintain customer relations, and close deals faster.

Trigger Code#

import clinchpad from "../../clinchpad.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  name: "New Lead Created ",
  version: "0.0.1",
  key: "clinchpad-new-lead-created",
  description: "Emit new event for each new created lead.",
  type: "source",
  dedupe: "unique",
  props: {
    clinchpad,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      static: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    pipelineId: {
      description: "The pipeline ID of the pipeline to which the leads belong to",
      propDefinition: [
        clinchpad,
        "pipelineId",
      ],
    },
  },
  methods: {
    emitEvent(data) {
      this.$emit(data, {
        id: data._id,
        summary: `New lead created with ID ${data._id}`,
        ts: new Date(),
      });
    },
  },
  hooks: {
    async deploy() {
      const leads = await this.clinchpad.getLeads({
        params: {
          pipeline_id: this.pipelineId,
          size: 10,
        },
      });

      leads.reverse().forEach(this.emitEvent);
    },
  },
  async run() {
    let page = 1;

    while (true) {
      const leads = await this.clinchpad.getLeads({
        params: {
          pipeline_id: this.pipelineId,
          page,
          size: 100,
        },
      });

      leads.reverse().forEach(this.emitEvent);

      if (leads.length < 100) {
        break;
      }

      page++;
    }
  },
};

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
ClinchPad	`clinchpad`	`app`	This component uses the ClinchPad app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Pipeline ID	`pipelineId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

You authenticate to the ClinchPad API by providing your API keys in the request. You can get your API key from the Settings section of the ClinchPad web app.

About ClinchPad#

ClinchPad is a deal focused CRM that enables you to close deals faster. It is a simple to use, web based application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.

Action#

Formatting - [Date/Time] Format on Pipedream Utils

Description:Format a date string to another date string. For more examples on formatting, see the [Sugar Date Format](https://sugarjs.com/dates/#/Formatting) documentation.

Version:0.0.6

Key:pipedream_utils-date-time-format

View on GitHub

Pipedream Utils Overview#

The Pipedream Utils app is a set of pre-built functions that streamline common tasks in your workflows. It acts like a Swiss Army knife for developers, providing essential tools such as format conversion, date manipulation, and text processing. By leveraging these functions, you can reduce the boilerplate code needed for routine operations, speeding up the development of intricate automations. The Helper Functions API can be a game changer when it comes to tasks like parsing dates in user-friendly formats, encoding and decoding data, or generating UUIDs, making them more efficient and less error-prone.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import { DATE_FORMAT_PARSE_MAP } from "../../common/date-time/dateFormats.mjs";
import commonDateTime from "../../common/date-time/commonDateTime.mjs";
import pipedream_utils from "../../pipedream_utils.app.mjs";
import sugar from "sugar";
export default {
  ...commonDateTime,
  name: "Formatting - [Date/Time] Format",
  description: "Format a date string to another date string. For more examples on formatting, see the [Sugar Date Format](https://sugarjs.com/dates/#/Formatting) documentation.",
  key: "pipedream_utils-date-time-format",
  version: "0.0.6",
  type: "action",
  props: {
    ...commonDateTime.props,
    outputFormat: {
      propDefinition: [
        pipedream_utils,
        "outputFormat",
      ],
      description: "The format to convert the date to. For more examples on formatting, see the [Sugar Date Format](https://sugarjs.com/dates/#/Formatting) documentation.",
      optional: false,
    },
  },
  async run({ $ }) {
    const { outputFormat } = this;
    const dateObj = this.getDateFromInput();
    try {
      const response = DATE_FORMAT_PARSE_MAP.get(outputFormat);
      const output = response
        ? response.outputFn(dateObj)
        : sugar.Date.format(dateObj, outputFormat);
      $.export("$summary", "Successfully formatted date/time");
      return output;
    }
    catch (err) {
      throw new ConfigurationError("**Parse error** - check your input and if the selected format is correct.");
    }
  },
};

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
Pipedream Utils	`pipedream_utils`	`app`	This component uses the Pipedream Utils app.
Input Date	`inputDate`	`string`	A valid date string, in the format selected in Input Format. If the format is not set, Pipedream will attempt to infer it using the parser from Sugar Date library
Input Format	`inputFormat`	`string`	Select a value from the drop down menu:`Sun Jan 22 23:04:05 +0000 2006January 22 2006 23:04:05January 22 2006Jan 22 20062006-01-22T23:04:052006-01-22T23:04:05+00002006-01-22 23:04:05 +00002006-01-22 23:042006-01-2201-22-200601/22/200601/22/0622-01-200622/01/200622/01/06Unix time (seconds) Eg. 1137971045Unix time (milliseconds) Eg. 1137971045000`
Output Format	`outputFormat`	`string`	Select a value from the drop down menu:`Sun Jan 22 23:04:05 +0000 2006January 22 2006 23:04:05January 22 2006Jan 22 20062006-01-22T23:04:052006-01-22T23:04:05+00002006-01-22 23:04:05 +00002006-01-22 23:042006-01-2201-22-200601/22/200601/22/0622-01-200622/01/200622/01/06Unix time (seconds) Eg. 1137971045Unix time (milliseconds) Eg. 1137971045000`