Search Projects with Asana API on New Customer Created from Square API

Pipedream makes it easy to connect APIs for Asana, Square and 2,500+ other apps remarkably fast.

Trigger workflow on

New Customer Created from the Square API

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Search Projects with the Asana API

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Getting Started#

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

Select this integration
Configure the New Customer Created trigger
1. Connect your Square account
2. Configure timer
Configure the Search Projects action
1. Connect your Asana account
2. Optional- Configure Name
3. Optional- Select a Workspace
4. Optional- Configure Archived
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 Customer Created on Square

Description:Emit new event for every new customer created. [See the docs](https://developer.squareup.com/reference/square/customers-api/list-customers)

Version:0.0.3

Key:square-new-customer-created

View on GitHub

Square Overview#

The Square API opens up a realm of possibilities for merchants to effortlessly manage their sales, inventory, customers, and payments. With Pipedream, you can automate actions based on events in Square, such as new transactions, updated orders, or customer profile changes. Craft custom workflows that react in real-time, sync data across platforms, or streamline reporting. Through Pipedream's serverless platform, you can connect Square with countless other apps without writing extensive code, turning manual tasks into automated, efficient processes.

Trigger Code#

import base from "../common/base-polling.mjs";
import constants from "../common/constants.mjs";

export default {
  ...base,
  key: "square-new-customer-created",
  name: "New Customer Created",
  description: "Emit new event for every new customer created. [See the docs](https://developer.squareup.com/reference/square/customers-api/list-customers)",
  type: "source",
  version: "0.0.3",
  dedupe: "unique",
  hooks: {
    ...base.hooks,
    async deploy() {
      console.log(`Retrieving at most last ${constants.MAX_HISTORICAL_EVENTS} objects...`);
      const { customers } = await this.square.listCustomers({
        params: {
          ...this.getBaseParams(),
        },
      });
      if (!(customers?.length > 0)) {
        return;
      }
      this._setLastTs(Date.parse(customers[0].created_at));
      customers?.slice(0, constants.MAX_HISTORICAL_EVENTS)
        .reverse()
        .forEach((customer) => this.$emit(customer, this.generateMeta(customer)));
    },
  },
  methods: {
    ...base.methods,
    getBaseParams() {
      return {
        limit: constants.MAX_LIMIT,
        sort_field: "CREATED_AT",
        sort_order: "DESC",
      };
    },
    generateMeta(customer) {
      return {
        id: customer.id,
        summary: `Customer created: ${customer.id}`,
        ts: Date.parse(customer.created_at),
      };
    },
  },
  async run() {
    const lastTs = this._getLastTs();
    let newLastTs;
    let cursor;
    let done = false;

    do {
      const response = await this.square.listCustomers({
        params: {
          ...this.getBaseParams(),
          cursor,
        },
      });
      const { customers } = response;
      if (!(customers?.length > 0)) {
        break;
      }
      if (!newLastTs) {
        newLastTs = Date.parse(customers[0].created_at);
      }
      for (const customer of customers) {
        if (Date.parse(customer.created_at) <= lastTs) {
          done = true;
          break;
        }
        this.emitEvent(customer);
      }
      cursor = response?.cursor;
    } while (cursor && !done);

    this._setLastTs(newLastTs);
  },
};

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
Square	`square`	`app`	This component uses the Square app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

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

CUSTOMERS_READCUSTOMERS_WRITEPAYMENTS_READPAYMENTS_WRITEORDERS_READORDERS_WRITESUBSCRIPTIONS_READSUBSCRIPTIONS_WRITEITEMS_READITEMS_WRITEINVOICES_READINVOICES_WRITELOYALTY_READLOYALTY_WRITEEMPLOYEES_READEMPLOYEES_WRITEMERCHANT_PROFILE_READBANK_ACCOUNTS_READSETTLEMENTS_READDEVELOPER_APPLICATION_WEBHOOKS_WRITEAPPOINTMENTS_ALL_READAPPOINTMENTS_READ

About Square#

Solutions & Tools to Grow Your Business

Action#

Search Projects on Asana

Description:Finds an existing project. [See the documentation](https://developers.asana.com/docs/get-multiple-projects)

Version:0.2.8

Key:asana-search-projects

View on GitHub

Asana Overview#

The Asana API taps into the feature-rich project management platform, allowing you to automate tasks, sync data across apps, and enhance team collaboration. With the Asana API on Pipedream, you can create tasks, update project timelines, and trigger workflows from events within Asana—like new tasks or comments—streamlining your project management processes. Pipedream’s serverless platform empowers you to build complex workflows with minimal overhead, integrating Asana with numerous other services to maximize productivity and reduce manual workload.

Action Code#

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

export default {
  type: "action",
  key: "asana-search-projects",
  version: "0.2.8",
  name: "Search Projects",
  description: "Finds an existing project. [See the documentation](https://developers.asana.com/docs/get-multiple-projects)",
  props: {
    asana,
    name: {
      label: "Name",
      description: "The name to filter projects on.",
      type: "string",
      optional: true,
    },
    workspace: {
      label: "Workspace",
      description: "The workspace or organization to filter projects on.",
      type: "string",
      optional: true,
      propDefinition: [
        asana,
        "workspaces",
      ],
    },
    archived: {
      label: "Archived",
      description: "Only return projects whose `archived` field takes on the value of this parameter.",
      type: "boolean",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      name,
      workspace,
      archived,
    } = this;

    const { data: projects } = await this.asana.getProjects({
      params: {
        workspace,
        archived,
      },
      $,
    });

    $.export("$summary", "Successfully retrieved projects");

    if (this.name) return projects.filter((project) => project.name.includes(name));
    else return projects;
  },
};

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
Asana	`asana`	`app`	This component uses the Asana app.
Name	`name`	`string`	The name to filter projects on.
Workspace	`workspace`	`string`	Select a value from the drop down menu.
Archived	`archived`	`boolean`	Only return projects whose `archived` field takes on the value of this parameter.

Action Authentication#

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

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

About Asana#

Work anytime, anywhere with Asana. Keep remote and distributed teams, and your entire organization, focused on their goals, projects, and tasks with Asana.

More Ways to Connect Asana + Square#

Other Popular Integrations#

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Asana + Square

Search Projects with Asana API on New Customer Created from Square API

Pipedream makes it easy to connect APIs for Asana, Square and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

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