Post New Lead with Easyly API on New or Modified Records from Airtable API

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Trigger workflow on

New or Modified Records from the Airtable API

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Post New Lead with the Easyly API

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Getting Started#

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

Select this integration
Configure the New or Modified Records trigger
1. Connect your Airtable account
2. Configure timer
3. Select a Base
4. Select a Table
5. Optional- Select one or more Field IDs
6. Optional- Configure Return Fields By Field ID
Configure the Post New Lead action
1. Connect your Easyly account
2. Configure Source
3. Configure Full Name
4. Optional- Configure Email
5. Optional- Configure Phone
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 or Modified Records on Airtable

Description:Emit new event for each new or modified record in a table

Version:0.0.8

Key:airtable_oauth-new-or-modified-records

View on GitHub

Airtable Overview#

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Trigger Code#

import base from "../common/common.mjs";
import sampleEmit from "./test-event.mjs";
import moment from "moment";

export default {
  ...base,
  name: "New or Modified Records",
  key: "airtable_oauth-new-or-modified-records",
  description: "Emit new event for each new or modified record in a table",
  version: "0.0.8",
  type: "source",
  props: {
    ...base.props,
    tableId: {
      propDefinition: [
        base.props.airtable,
        "tableId",
        ({ baseId }) => ({
          baseId,
        }),
      ],
      description: "The table ID to watch for changes.",
    },
    fieldIds: {
      propDefinition: [
        base.props.airtable,
        "sortFieldId",
        ({
          baseId, tableId,
        }) => ({
          baseId,
          tableId,
        }),
      ],
      type: "string[]",
      label: "Field IDs",
      description: "Identifiers of spedific fields/columns to watch for updates",
      withLabel: true,
    },
    returnFieldsByFieldId: {
      propDefinition: [
        base.props.airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  methods: {
    ...base.methods,
    _getFieldValues() {
      return this.db.get("fieldValues") || {};
    },
    _setFieldValues(fieldValues) {
      this.db.set("fieldValues", fieldValues);
    },
    updateFieldValues(newFieldValues, record) {
      const fieldKey = this.returnFieldsByFieldId
        ? "value"
        : "label";
      for (const fieldId of this.fieldIds) {
        newFieldValues[record.id] = {
          ...newFieldValues[record.id],
          [fieldId.value]: record.fields[fieldId[fieldKey]] || null,
        };
      }
      return newFieldValues;
    },
    isUpdated(fieldValues, fieldIds, record) {
      const fieldKey = this.returnFieldsByFieldId
        ? "value"
        : "label";
      for (const fieldId of fieldIds) {
        if (!record.fields[fieldId[fieldKey]]) {
          record.fields[fieldId[fieldKey]] = null;
        }
        if (fieldValues[record.id]
          && fieldValues[record.id][fieldId.value] !== undefined
          && record.fields[fieldId[fieldKey]] !== fieldValues[record.id][fieldId.value]
        ) {
          return true;
        }
      }
      return false;
    },
  },
  async run(event) {
    const {
      baseId,
      tableId,
      viewId,
    } = this;

    const lastTimestamp = this._getLastTimestamp();
    const fieldValues = this._getFieldValues();
    const isFirstRunWithFields = this.fieldIds && Object.keys(fieldValues).length === 0;
    const params = {
      returnFieldsByFieldId: this.returnFieldsByFieldId || false,
    };
    if (!isFirstRunWithFields) {
      params.filterByFormula = `LAST_MODIFIED_TIME() > "${lastTimestamp}"`;
    }

    const records = await this.airtable.listRecords({
      baseId,
      tableId,
      params,
    });

    if (!records.length) {
      console.log("No new or modified records.");
      return;
    }

    const metadata = {
      baseId,
      tableId,
      viewId,
    };

    let newRecords = 0, modifiedRecords = 0;
    let newFieldValues = {
      ...fieldValues,
    };
    for (const record of records) {
      if (this.fieldIds) {
        newFieldValues = this.updateFieldValues(newFieldValues, record);
      }
      if (!lastTimestamp || moment(record.createdTime) > moment(lastTimestamp)) {
        record.type = "new_record";
        newRecords++;
      } else {
        if (this.fieldIds
          && (!this.isUpdated(fieldValues, this.fieldIds, record) || isFirstRunWithFields)
        ) {
          continue;
        }
        record.type = "record_modified";
        modifiedRecords++;
      }

      record.metadata = metadata;

      this.$emit(record, {
        summary: `${record.type}: ${JSON.stringify(record.fields)}`,
        id: record.id,
        ts: Date.now(),
      });
    }
    this._setFieldValues(newFieldValues);
    console.log(`Emitted ${newRecords} new records(s) and ${modifiedRecords} modified record(s).`);

    // We keep track of the timestamp of the current invocation
    this.updateLastTimestamp(event);
  },
  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
Airtable	`airtable`	`app`	This component uses the Airtable app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Base	`baseId`	`string`	Select a value from the drop down menu.
Table	`tableId`	`string`	Select a value from the drop down menu.
Field IDs	`fieldIds`	`string[]`	Select a value from the drop down menu.
Return Fields By Field ID	`returnFieldsByFieldId`	`boolean`	An optional boolean value that lets you return field objects where the key is the field id. This defaults to `false`, which returns field objects where the key is the field name.

Trigger Authentication#

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

About Airtable#

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

Action#

Post New Lead on Easyly

Description:Allows a user to post a new lead to their Easyly account. [See the documentation](https://api.easyly.com/posting)

Version:0.0.1

Key:easyly-post-lead

View on GitHub

Easyly Overview#

The Easyly API offers a suite of features aimed at simplifying complex tasks such as address validation, geocoding, and route optimization. With Pipedream's serverless platform, you can leverage this API to automate workflows that require address verification, coordinate mapping, or efficient route planning. The integration of Easyly with Pipedream allows you to set up triggers and actions without setting up a server, making it straightforward to incorporate real-time data processing and event-driven architectures into your applications.

Action Code#

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

export default {
  key: "easyly-post-lead",
  name: "Post New Lead",
  description: "Allows a user to post a new lead to their Easyly account. [See the documentation](https://api.easyly.com/posting)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    source: {
      type: "string",
      label: "Source",
      description: "The source unique key. You can get your Source Unique Key by accessing [Settings > Leads > Sources](https://app.easyly.com/settings/leads/sources)",
    },
    fullname: {
      type: "string",
      label: "Full Name",
      description: "The lead contact's full name",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The lead contact's email address",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The lead contact's phone number",
      optional: true,
    },
  },
  methods: {
    postLead(args = {}) {
      return this.app.post({
        path: "/post",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      postLead,
      source,
      fullname,
      email,
      phone,
    } = this;

    const response = await postLead({
      $,
      data: {
        source,
        fullname,
        email,
        phone,
      },
    });

    if (!response?.leadid) {
      throw new Error("Failed to post lead. Maybe the source doesn't exist");
    }

    $.export("$summary", `Successfully posted a new lead with ID: \`${response.leadid}\``);

    return response;
  },
};

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
Easyly	`app`	`app`	This component uses the Easyly app.
Source	`source`	`string`	The source unique key. You can get your Source Unique Key by accessing Settings > Leads > Sources
Full Name	`fullname`	`string`	The lead contact's full name
Email	`email`	`string`	The lead contact's email address
Phone	`phone`	`string`	The lead contact's phone number

Action Authentication#

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

About Easyly#

Easyly Cloud-based CRM software for streamlined sales, marketing, and everyday tasks with customizable workflows.

More Ways to Connect Easyly + Airtable#

Other Popular Integrations#

Post New Lead with Easyly API on New Field from Airtable (OAuth) API

Airtable + Easyly

Post New Lead with Easyly API on New or Modified Records from Airtable API

Pipedream makes it easy to connect APIs for Easyly, Airtable and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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