Update Account with Salesflare API on Appointment Cancelled from TidyCal API

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Appointment Cancelled from the TidyCal API

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Update Account with the Salesflare API

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Getting Started#

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

Select this integration
Configure the Appointment Cancelled trigger
1. Connect your TidyCal account
2. Configure Polling schedule
Configure the Update Account action
1. Connect your Salesflare account
2. Optional- Select a Account ID
3. Optional- Configure Name
4. Optional- Configure Domain
5. Optional- Configure Website
6. Optional- Configure Description
7. Optional- Configure City
8. Optional- Configure Country
9. Optional- Configure State Region
10. Optional- Configure Street
11. Optional- Configure Zip
12. Optional- Configure Email
13. Optional- Configure Phone Number
14. Optional- Configure Social Profiles
15. Optional- Configure Tags
16. Optional- Configure Links
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#

Appointment Cancelled on TidyCal

Description:Triggered when an existing appointment is cancelled by a client or by the owner. [See the documentation](https://tidycal.com/developer/docs/#tag/Bookings/operation/list-bookings)

Version:0.0.1

Key:tidycal-appointment-cancelled

View on GitHub

TidyCal Overview#

The TidyCal API allows for scheduling automation, linking your calendar to create and manage bookings. In Pipedream, you can harness this API to create event-driven workflows, such as syncing with other calendar services, triggering reminders, or connecting with CRM systems to streamline your scheduling process. Pipedream's serverless platform enables you to build and run these workflows efficiently, without the need to manage infrastructure.

Trigger Code#

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

export default {
  ...common,
  key: "tidycal-appointment-cancelled",
  name: "Appointment Cancelled",
  description: "Triggered when an existing appointment is cancelled by a client or by the owner. [See the documentation](https://tidycal.com/developer/docs/#tag/Bookings/operation/list-bookings)",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceName() {
      return "data";
    },
    getResourceFn() {
      return this.app.listBookings;
    },
    getResourceFnArgs() {
      return {
        params: {
          cancelled: true,
        },
      };
    },
    generateMeta(resource) {
      const ts =  Date.parse(resource.cancelled_at);
      return {
        id: `${resource.id}-${ts}`,
        summary: `Cancelled Booking: ${resource.id}`,
        ts,
      };
    },
  },
};

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
TidyCal	`app`	`app`	This component uses the TidyCal app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the API

Trigger Authentication#

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

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

About TidyCal#

World's simplest, most affordable scheduling tool (alternative to Calendly).

Action#

Update Account on Salesflare

Description:Update an account [See the docs here](https://api.salesflare.com/docs#operation/putAccountsAccount_id)

Version:0.0.1

Key:salesflare-update-account

View on GitHub

Salesflare Overview#

The Salesflare API on Pipedream enables the automation of CRM tasks, enhancing customer relationship management with minimal manual effort. It provides seamless integration with Salesflare's functionalities such as managing contacts, accounts, opportunities, and tasks. By tapping into this API, you can synchronize customer data, automate follow-up reminders, or trigger personalized campaigns based on customer interactions. Essentially, it offers a bridge between Salesflare's rich CRM features and the plethora of apps supported by Pipedream, allowing for sophisticated, custom automation workflows that save time and boost efficiency.

Action Code#

import utils from "../../common/utils.mjs";
import base from "../common/account-base.mjs";

export default {
  key: "salesflare-update-account",
  version: "0.0.1",
  type: "action",
  name: "Update Account",
  description: "Update an account [See the docs here](https://api.salesflare.com/docs#operation/putAccountsAccount_id)",
  props: {
    app: base.props.app,
    accountId: {
      propDefinition: [
        base.props.app,
        "accountIds",
      ],
      label: "Account ID",
      type: "integer",
      description: "Account ID",
    },
    ...base.props,
  },
  async run ({ $ }) {
    const pairs = {
      phoneNumber: "phone_number",
      socialProfiles: "social_profiles",
      city: "address.city",
      country: "address.country",
      stateRegion: "address.state_region",
      street: "address.street",
      zip: "address.zip",
    };
    const data = utils.extractProps(this, pairs);
    delete data.accountId;
    const resp = await this.app.updateAccount({
      $,
      accountId: this.accountId,
      data,
    });
    $.export("$summary", "The account has been updated successfully.");
    return resp;
  },
};

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
Salesflare	`app`	`app`	This component uses the Salesflare app.
Account ID	`accountId`	`integer`	Select a value from the drop down menu.
Name	`name`	`string`	Account name
Domain	`domain`	`string`	Account's website
Website	`website`	`string`	Account's website
Description	`description`	`string`	Description of the account
City	`city`	`string`	City (address)
Country	`country`	`string`	Country (address)
State Region	`stateRegion`	`string`	State region (address)
Street	`street`	`string`	Street (address)
Zip	`zip`	`string`	Zip (address)
Email	`email`	`string`	Email. Max `1000` characters
Phone Number	`phoneNumber`	`string`	Phone number
Social Profiles	`socialProfiles`	`string[]`	Social profile links.
Tags	`tags`	`string[]`	Tags
Links	`links`	`string[]`	Links

Update Account with Salesflare API on Appointment Cancelled from TidyCal API

Pipedream makes it easy to connect APIs for Salesflare, TidyCal and 2,700+ other apps remarkably fast.

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

Developers ♥ Pipedream

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