Generate PDF with MergeMole API on New Lead from noCRM.io API

Pipedream makes it easy to connect APIs for MergeMole, noCRM.io and 2,700+ other apps remarkably fast.

Trigger workflow on

New Lead from the noCRM.io API

Next, do this

Generate PDF with the MergeMole API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a noCRM.io trigger and MergeMole 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 trigger
1. Connect your noCRM.io account
Configure the Generate PDF action
1. Connect your MergeMole account
2. Select a Template ID
3. Configure Document Name
4. Configure syncDir
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 on noCRM.io

Description:Emit new event on each lead created.

Version:0.0.1

Key:nocrm_io-new-lead

View on GitHub

noCRM.io Overview#

noCRM.io API offers the ability to streamline and automate the sales process, focusing on lead management. With the noCRM.io API, you can create, update, delete, and retrieve leads, manage lead statuses, and trigger actions based on lead activity. Pipedream's serverless platform enhances these capabilities by allowing you to integrate noCRM.io with a plethora of other apps, setting up complex workflows without writing extensive code.

Trigger Code#

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

export default {
  ...common,
  name: "New Lead",
  version: "0.0.1",
  key: "nocrm_io-new-lead",
  description: "Emit new event on each lead created.",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getWebhookEventType() {
      return "lead.creation";
    },
    emitEvent(body) {
      const data = body?.webhook_event?.data ?? body;

      this.$emit(data, {
        id: data.id,
        summary: `New lead with id ${data.id}`,
        ts: Date.parse(data.created_at),
      });
    },
    async deploy() {
      const leads = await this.nocrm_io.getLeads({
        params: {
          limit: 10,
        },
      });

      if (leads) {
        leads.forEach(this.emitEvent);
      }
    },
  },
};

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
noCRM.io	`nocrm_io`	`app`	This component uses the noCRM.io 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.

Trigger Authentication#

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

Your noCRM.io API key is in your Profile > Admin Panel page, below the API section inside the Integrations card.

If your Nocrm.io URL is https://1234.nocrm.io.com/, your subdomain is 1234.

About noCRM.io#

Lead Management Software

Action#

Generate PDF on MergeMole

Description:Generate a PDF document based on the specified template. [See the documentation](https://documenter.getpostman.com/view/41321603/2sB2j3AWqz#a389449f-ada9-4e2e-9d8a-f1bde20da980)

Version:0.0.2

Key:mergemole-generate-pdf

View on GitHub

Action Code#

import mergemole from "../../mergemole.app.mjs";
import { ConfigurationError } from "@pipedream/platform";
import fs from "fs";

export default {
  key: "mergemole-generate-pdf",
  name: "Generate PDF",
  description: "Generate a PDF document based on the specified template. [See the documentation](https://documenter.getpostman.com/view/41321603/2sB2j3AWqz#a389449f-ada9-4e2e-9d8a-f1bde20da980)",
  version: "0.0.2",
  type: "action",
  props: {
    mergemole,
    templateId: {
      propDefinition: [
        mergemole,
        "templateId",
      ],
      reloadProps: true,
    },
    documentName: {
      type: "string",
      label: "Document Name",
      description: "The name of the generated PDF document",
    },
    syncDir: {
      type: "dir",
      accessMode: "write",
      sync: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (!this.templateId) {
      return props;
    }
    const templateVariables = await this.mergemole.getTemplateVariables({
      templateId: this.templateId,
    });
    if (!templateVariables?.length) {
      throw new ConfigurationError(`No template variables found for template \`${this.templateId}\``);
    }
    for (const variable of templateVariables) {
      props[variable.key] = {
        type: "string",
        label: variable.label,
        optional: true,
      };
    }
    return props;
  },
  async run({ $ }) {
    const {
      mergemole,
      templateId,
      documentName,
      ...templateVariables
    } = this;

    const data = [];
    for (const [
      key,
      value,
    ] of Object.entries(templateVariables)) {
      data.push({
        placeholder: key,
        value,
      });
    }

    const response = await mergemole.generatePdf({
      $,
      data: {
        data,
        template_id: templateId,
        document_name: documentName,
      },
      responseType: "arraybuffer",
    });

    const filePath = `${process.env.STASH_DIR || "/tmp"}/${documentName}`;
    fs.writeFileSync(filePath, Buffer.from(response));

    $.export("$summary", "Successfully generated PDF");

    return {
      filename: documentName,
      downloadedFilepath: filePath,
    };
  },
};

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
MergeMole	`mergemole`	`app`	This component uses the MergeMole app.
Template ID	`templateId`	`string`	Select a value from the drop down menu.
Document Name	`documentName`	`string`	The name of the generated PDF document
syncDir	`syncDir`	`dir`