← Clientify + OpenAI (ChatGPT) integrations

Summarize Text with OpenAI (ChatGPT) API on New Contact Created from Clientify API

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New Contact Created from the Clientify API
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Summarize Text with the OpenAI (ChatGPT) API
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Getting Started

This integration creates a workflow with a Clientify trigger and OpenAI (ChatGPT) 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 Created trigger
    1. Connect your Clientify account
    2. Configure Polling interval
  3. Configure the Summarize Text action
    1. Connect your OpenAI (ChatGPT) account
    2. Select a Model
    3. Optional- Configure Max Tokens
    4. Optional- Configure Temperature
    5. Optional- Configure Top P
    6. Optional- Configure N
    7. Optional- Configure Stop
    8. Optional- Configure Presence Penalty
    9. Optional- Configure Frequency Penalty
    10. Optional- Configure User
    11. Configure Text
    12. Optional- Select a Summary Length
  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:0.0.1
Key:clientify-contact-added

Clientify Overview

The Clientify API enables automation and integration of Clientify's CRM functions within Pipedream. This API allows you to manage contacts, accounts, deals, and tasks, streamlining your customer relationship management. With Pipedream, you can harness these capabilities to create custom workflows that trigger actions within Clientify, respond to events, or connect with other apps to enhance productivity and data utilization.

Trigger Code

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

export default {
  ...common,
  type: "source",
  key: "clientify-contact-added",
  name: "New Contact Created",
  version: "0.0.1",
  description: "Emit new event when a new contact is created.",
  methods: {
    ...common.methods,
    getFunction() {
      return this.clientify.listContacts;
    },
    getSummary({ id }) {
      return `A new contact with id: "${id}" was created!`;
    },
    getParams(lastDate) {
      return {
        "orderBy": "created",
        "created[gte]": lastDate,
      };
    },
  },
};

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
ClientifyclientifyappThis component uses the Clientify app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling intervaltimer$.interface.timer

Pipedream will poll the Clientify on this schedule

Trigger Authentication

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

Sign in and copy your API Key from API Settings.

About Clientify

Clientify is a CRM tool that allows you to automate digital sales processes both by profiling customers as well as actions and tasks for users.

Action

Description:Summarizes text using the Chat API. [See the documentation](https://platform.openai.com/docs/api-reference/chat)
Version:0.1.2
Key:openai-summarize

OpenAI (ChatGPT) Overview

OpenAI provides a suite of powerful AI models through its API, enabling developers to integrate advanced natural language processing and generative capabilities into their applications. Here’s an overview of the services offered by OpenAI's API:

Use Python or Node.js code to make fully authenticated API requests with your OpenAI account:

Action Code

import common from "../common/common-helper.mjs";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  name: "Summarize Text",
  version: "0.1.2",
  key: "openai-summarize",
  description: "Summarizes text using the Chat API. [See the documentation](https://platform.openai.com/docs/api-reference/chat)",
  type: "action",
  props: {
    ...common.props,
    text: {
      label: "Text",
      description: "The text to summarize",
      type: "string",
    },
    length: {
      label: "Summary Length",
      description: "The length of the summary",
      type: "string",
      optional: true,
      options: constants.SUMMARIZE_LENGTH,
    },
  },
  methods: {
    ...common.methods,
    systemInstructions() {
      return "Your goal is to summarize the text the user provides. Please follow the length guidelines presented in the prompt.";
    },
    maxLength() {
      return this.length
        ? ` in one ${this.length}`
        : "";
    },
    userMessage() {
      return `Summarize the following text${this.maxLength()}: ${this.text}`;
    },
    formatOutput({
      messages, response,
    }) {
      if (!messages || !response) {
        throw new Error("Invalid API output, please reach out to https://pipedream.com/support");
      }
      const output = {
        messages,
      };
      if (this.n > 1) {
        output.summaries = response.choices?.map(({ message }) => message.content);
      } else {
        output.summary = response.choices?.[0]?.message?.content;
      }
      return output;
    },
  },
};

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
OpenAI (ChatGPT)openaiappThis component uses the OpenAI (ChatGPT) app.
ModelmodelIdstringSelect a value from the drop down menu.
Max TokensmaxTokensinteger

The maximum number of tokens to generate in the completion.

Temperaturetemperaturestring

Optional. What sampling temperature to use. Higher values means the model will take more risks. Try 0.9 for more creative applications, and 0 (argmax sampling) for ones with a well-defined answer.

Top PtopPstring

An alternative to sampling with temperature, called nucleus sampling, where the model considers the results of the tokens with top_p probability mass. So 0.1 means only the tokens comprising the top 10% probability mass are considered. We generally recommend altering this or temperature but not both.

Nninteger

How many completions to generate for each prompt

Stopstopstring[]

Up to 4 sequences where the API will stop generating further tokens. The returned text will not contain the stop sequence.

Presence PenaltypresencePenaltystring

Number between -2.0 and 2.0. Positive values penalize new tokens based on whether they appear in the text so far, increasing the model's likelihood to talk about new topics.

Frequency PenaltyfrequencyPenaltystring

Number between -2.0 and 2.0. Positive values penalize new tokens based on their existing frequency in the text so far, decreasing the model's likelihood to repeat the same line verbatim.

Useruserstring

A unique identifier representing your end-user, which can help OpenAI to monitor and detect abuse. Learn more here.

Texttextstring

The text to summarize

Summary LengthlengthstringSelect a value from the drop down menu:wordsentenceparagraphpage

Action Authentication

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

About OpenAI (ChatGPT)

OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.

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