Summarize Text with OpenAI (ChatGPT) API on New Lead Created from ClinchPad API

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New Lead Created from the ClinchPad 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 ClinchPad trigger and OpenAI (ChatGPT) 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 Created trigger
1. Connect your ClinchPad account
2. Configure timer
3. Select a Pipeline ID
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
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 Created on ClinchPad

Description:Emit new event for each new created lead.

Version:0.0.1

Key:clinchpad-new-lead-created

View on GitHub

ClinchPad Overview#

ClinchPad is a modern CRM tailored for small teams to manage sales pipelines with minimal fuss. The ClinchPad API integrates with Pipedream, allowing you to automate interactions with your sales pipeline. For instance, you can automatically create leads, update their status, track communications, or gather analytics for reporting purposes. Through Pipedream, you can connect ClinchPad with hundreds of other apps to streamline your sales process, maintain customer relations, and close deals faster.

Trigger Code#

import clinchpad from "../../clinchpad.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  name: "New Lead Created ",
  version: "0.0.1",
  key: "clinchpad-new-lead-created",
  description: "Emit new event for each new created lead.",
  type: "source",
  dedupe: "unique",
  props: {
    clinchpad,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      static: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    pipelineId: {
      description: "The pipeline ID of the pipeline to which the leads belong to",
      propDefinition: [
        clinchpad,
        "pipelineId",
      ],
    },
  },
  methods: {
    emitEvent(data) {
      this.$emit(data, {
        id: data._id,
        summary: `New lead created with ID ${data._id}`,
        ts: new Date(),
      });
    },
  },
  hooks: {
    async deploy() {
      const leads = await this.clinchpad.getLeads({
        params: {
          pipeline_id: this.pipelineId,
          size: 10,
        },
      });

      leads.reverse().forEach(this.emitEvent);
    },
  },
  async run() {
    let page = 1;

    while (true) {
      const leads = await this.clinchpad.getLeads({
        params: {
          pipeline_id: this.pipelineId,
          page,
          size: 100,
        },
      });

      leads.reverse().forEach(this.emitEvent);

      if (leads.length < 100) {
        break;
      }

      page++;
    }
  },
};

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
ClinchPad	`clinchpad`	`app`	This component uses the ClinchPad app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Pipeline ID	`pipelineId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

You authenticate to the ClinchPad API by providing your API keys in the request. You can get your API key from the Settings section of the ClinchPad web app.

About ClinchPad#

ClinchPad is a deal focused CRM that enables you to close deals faster. It is a simple to use, web based application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.

Action#

Summarize Text on OpenAI (ChatGPT)

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

View on GitHub

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.

Label	Prop	Type	Description
OpenAI (ChatGPT)	`openai`	`app`	This component uses the OpenAI (ChatGPT) app.
Model	`modelId`	`string`	Select a value from the drop down menu.
Max Tokens	`maxTokens`	`integer`	The maximum number of tokens to generate in the completion.
Temperature	`temperature`	`string`	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 P	`topP`	`string`	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.
N	`n`	`integer`	How many completions to generate for each prompt
Stop	`stop`	`string[]`	Up to 4 sequences where the API will stop generating further tokens. The returned text will not contain the stop sequence.
Presence Penalty	`presencePenalty`	`string`	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 Penalty	`frequencyPenalty`	`string`	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.
User	`user`	`string`	A unique identifier representing your end-user, which can help OpenAI to monitor and detect abuse. Learn more here.
Text	`text`	`string`	The text to summarize
Summary Length	`length`	`string`	Select a value from the drop down menu:`wordsentenceparagraphpage`

Summarize Text with OpenAI (ChatGPT) API on New Lead Created from ClinchPad API

Pipedream makes it easy to connect APIs for OpenAI (ChatGPT), ClinchPad 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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