← Agile CRM + GitHub integrations

Search Issues and Pull Requests with GitHub API on New Contact from Agile CRM API

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Trigger workflow on
New Contact from the Agile CRM API
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Search Issues and Pull Requests with the GitHub API
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Getting Started

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

  1. Select this integration
  2. Configure the New Contact trigger
    1. Connect your Agile CRM account
    2. Configure timer
    3. Optional- Configure Max API Requests per Execution
  3. Configure the Search Issues and Pull Requests action
    1. Connect your GitHub account
    2. Configure Query
    3. Configure Maximum Results
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a new contact is created
Version:0.0.4
Key:agile_crm-new-contact

Agile CRM Overview

The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.

Trigger Code

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

export default {
  ...common,
  key: "agile_crm-new-contact",
  name: "New Contact",
  description: "Emit new event when a new contact is created",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.agileCrm.listContacts.bind(this);
    },
    generateMeta(contact) {
      const firstName = (contact.properties.find((prop) => prop.name === "first_name"))?.value || contact.id;
      const lastName = (contact.properties.find((prop) => prop.name === "last_name"))?.value || "";
      return {
        id: contact.id,
        summary: `${firstName} ${lastName}`,
        ts: contact.created_time,
      };
    },
  },
};

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.
LabelPropTypeDescription
Agile CRMagileCrmappThis component uses the Agile CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Max API Requests per ExecutionmaxRequestsinteger

The maximum number of API requests to make per execution (e.g., multiple requests are required to retrieve paginated results).

Trigger Authentication

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

  • You may access the API Key from Admin Settings -> API & Analytics -> API Key.
  • Your username is the email address you use to log into Agile CRM.
  • If your Agile CRM URL is https://12345678.agilecrm.com/, your domain is 12345678.

About Agile CRM

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

Action

Description:Find issues and pull requests by state and keyword. [See docs here](https://docs.github.com/en/search-github/searching-on-github/searching-issues-and-pull-requests)
Version:0.1.15
Key:github-search-issues-and-pull-requests

GitHub Overview

The GitHub API is a powerful gateway to interaction with GitHub's vast web of data and services, offering a suite of endpoints to manipulate and retrieve information on repositories, pull requests, issues, and more. Harnessing this API on Pipedream, you can orchestrate automated workflows that respond to events in real-time, manage repository data, streamline collaborative processes, and connect GitHub with other services for a more integrated development lifecycle.

Action Code

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

export default {
  key: "github-search-issues-and-pull-requests",
  name: "Search Issues and Pull Requests",
  description: "Find issues and pull requests by state and keyword. [See docs here](https://docs.github.com/en/search-github/searching-on-github/searching-issues-and-pull-requests)",
  version: "0.1.15",
  type: "action",
  props: {
    github,
    query: {
      label: "Query",
      description: "The query contains one or more search keywords and qualifiers",
      type: "string",
    },
    maxResults: {
      label: "Maximum Results",
      description: "The maximum of resources that will be returned",
      type: "integer",
      default: 100,
    },
  },
  async run() {
    return this.github.searchIssueAndPullRequests({
      query: this.query,
      maxResults: this.maxResults,
    });
  },
};

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.

LabelPropTypeDescription
GitHubgithubappThis component uses the GitHub app.
Queryquerystring

The query contains one or more search keywords and qualifiers

Maximum ResultsmaxResultsinteger

The maximum of resources that will be returned

Action Authentication

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

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

repoadmin:orgadmin:public_keyadmin:org_hookgistprojectnotificationsuserwrite:discussionwrite:packagesread:packagesadmin:repo_hook

About GitHub

Where the world builds software. Millions of developers and companies build, ship, and maintain their software on GitHub—the largest and most advanced development platform in the world.

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