Update Customer with Customer Fields API on Daily schedule from Schedule API

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Trigger workflow on

Daily schedule from the Schedule API

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Update Customer with the Customer Fields API

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Getting Started#

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

Select this integration
Configure the Daily schedule trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Update Customer action
1. Connect your Customer Fields account
2. Optional- Select a Form ID
3. Select a Customer ID
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#

Daily schedule on Schedule

Description:Trigger your workflow every day.

Version:0.0.1

Key:schedule-daily

View on GitHub

Schedule Overview#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code#

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

export default {
  name: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

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
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.interface.timer`	Enter a cron expression

Trigger Authentication#

The Schedule API does not require authentication.

About Schedule#

Trigger workflows on an interval or cron schedule.

Action#

Update Customer on Customer Fields

Description:Update an existing customer's information with new provided data. [See the documentation](https://docs.customerfields.com/#26b4ad8d-2503-4ac9-bc7f-e8eeeaf89947).

Version:0.0.1

Key:customer_fields-update-customer

View on GitHub

Customer Fields Overview#

The Customer Fields API provides a suite of tools for managing customer data in e-commerce platforms, including custom form fields and data automation. With it, you can efficiently tailor customer interactions, streamline data collection, and enhance the shopping experience. Integrating Customer Fields with Pipedream allows for seamless automation of tasks like syncing data to other platforms, triggering personalized communications, or managing customer segments based on custom field data.

Action Code#

/* eslint-disable no-unused-vars */
import common from "../common/customer.mjs";

export default {
  ...common,
  key: "customer_fields-update-customer",
  name: "Update Customer",
  description: "Update an existing customer's information with new provided data. [See the documentation](https://docs.customerfields.com/#26b4ad8d-2503-4ac9-bc7f-e8eeeaf89947).",
  type: "action",
  version: "0.0.1",
  props: {
    ...common.props,
    customerId: {
      propDefinition: [
        common.props.app,
        "customerId",
      ],
    },
  },
  methods: {
    ...common.methods,
    updateCustomer({
      customerId, ...args
    } = {}) {
      return this.app.put({
        path: `/customers/${customerId}`,
        ...args,
      });
    },
  },
  async additionalProps() {
    const { data_columns: dataColumns } =
      await this.app.listDataColumns({
        params: {
          ignore_read_only: true,
          form_id: this.formId,
        },
      });

    return this.getPropsFromDataColumns({
      dataColumns,
      isCreate: false,
    });
  },
  async run({ $: step }) {
    const {
      app,
      updateCustomer,
      getDataFromDataColumns,
      formId,
      customerId,
      ...dataColumns
    } = this;

    const response =
      await updateCustomer({
        step,
        customerId,
        data: getDataFromDataColumns(dataColumns),
      });

    step.export("$summary", `Successfully updated customer with ID ${response?.customer?.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
Customer Fields	`app`	`app`	This component uses the Customer Fields app.
Form ID	`formId`	`string`	Select a value from the drop down menu.
Customer ID	`customerId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

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

readwrite