Update Contact with Heyy API on New Opportunity (Instant) from Copper API

Pipedream makes it easy to connect APIs for Heyy, Copper and 2,900+ other apps remarkably fast.

Trigger workflow on

New Opportunity (Instant) from the Copper API

Next, do this

Update Contact with the Heyy API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the New Opportunity (Instant) trigger
1. Connect your Copper account
Configure the Update Contact action
1. Connect your Heyy account
2. Select a Contact ID
3. Optional- Configure Phone Number
4. Optional- Configure First Name
5. Optional- Configure Last Name
6. Optional- Configure Email
7. Optional- Select one or more Labels
8. Optional- Configure Attributes
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 Opportunity (Instant) on Copper

Description:Emit new event when a new opportunity is created in Copper

Version:0.0.1

Key:copper-new-opportunity-instant

View on GitHub

Copper Overview#

Copper CRM's API unlocks the potential to streamline customer relationship management through automation and integration. On Pipedream, this means you can leverage event-driven workflows to sync contacts, manage deals, and automate tasks. Think of it as connecting Copper's insights directly to other apps or databases, triggering events in real-time based on CRM updates or capturing fresh leads instantaneously.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "copper-new-opportunity-instant",
  name: "New Opportunity (Instant)",
  description: "Emit new event when a new opportunity is created in Copper",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getObjectType() {
      return "opportunity";
    },
    getSummary(item) {
      return `New opportunity created with ID ${item.ids[0]}`;
    },
  },
  sampleEmit,
};

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
Copper	`copper`	`app`	This component uses the Copper app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.

Trigger Authentication#

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

All Copper API calls must include an api_key, which can be generated at System settings > API Keys and email, which is the email address of the token owner.

About Copper#

CRM Software Solutions Company

Action#

Update Contact on Heyy

Description:Updates the details of a contact under your business. [See the documentation](https://documenter.getpostman.com/view/27408936/2sA2r3a6DW#5a5ee22b-c16e-4d46-ae5d-3844b6501a34).

Version:0.0.2

Key:heyy-update-contact

View on GitHub

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import app from "../../heyy.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "heyy-update-contact",
  name: "Update Contact",
  description: "Updates the details of a contact under your business. [See the documentation](https://documenter.getpostman.com/view/27408936/2sA2r3a6DW#5a5ee22b-c16e-4d46-ae5d-3844b6501a34).",
  version: "0.0.2",
  annotations: {
    destructiveHint: true,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    app,
    contactId: {
      propDefinition: [
        app,
        "contactId",
      ],
    },
    phoneNumber: {
      optional: true,
      propDefinition: [
        app,
        "phoneNumber",
      ],
    },
    firstName: {
      optional: true,
      propDefinition: [
        app,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        app,
        "lastName",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    labels: {
      propDefinition: [
        app,
        "labels",
      ],
    },
    attributes: {
      propDefinition: [
        app,
        "attributes",
      ],
    },
  },
  methods: {
    updateContact({
      contactId, ...args
    } = {}) {
      return this.app.put({
        path: `/contacts/${contactId}`,
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      updateContact,
      contactId,
      phoneNumber,
      firstName,
      lastName,
      email,
      labels,
      attributes,
    } = this;

    if (phoneNumber && !utils.isPhoneNumberValid(phoneNumber)) {
      throw new ConfigurationError(`The phone number \`${phoneNumber}\` is invalid. Please provide a valid phone number.`);
    }

    const response = await updateContact({
      $,
      contactId,
      data: {
        phoneNumber,
        firstName,
        lastName,
        email,
        ...(labels?.length && {
          labels: labels.map((name) => ({
            name,
          })),
        }),
        attributes:
          attributes && Object.entries(attributes)
            .reduce((acc, [
              externalId,
              value,
            ]) => ([
              ...acc,
              {
                externalId,
                value,
              },
            ]), []),
      },
    });

    $.export("$summary", `Successfully updated contact with ID \`${response.data.id}\`.`);
    return response;
  },
};

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
Heyy	`app`	`app`	This component uses the Heyy app.
Contact ID	`contactId`	`string`	Select a value from the drop down menu.
Phone Number	`phoneNumber`	`string`	The phone number of the contact. It must be in E.164 format. Eg: `+14155552671`. For more information please see here
First Name	`firstName`	`string`	The first name of the contact.
Last Name	`lastName`	`string`	The last name of the contact.
Email	`email`	`string`	The email address of the contact.
Labels	`labels`	`string[]`	Select a value from the drop down menu.
Attributes	`attributes`	`object`	The attributes associated with the contact.