Update Deal with OnePageCRM API on New Contact Created from Ortto API

Pipedream makes it easy to connect APIs for OnePageCRM, Ortto and 2,500+ other apps remarkably fast.

Trigger workflow on

New Contact Created from the Ortto API

Next, do this

Update Deal with the OnePageCRM 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 Ortto trigger and OnePageCRM action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Contact Created trigger
1. Connect your Ortto account
2. Configure timer
Configure the Update Deal action
1. Connect your OnePageCRM account
2. Select a Deal ID
3. Optional- Select a Contact ID
4. Optional- Select a User ID
5. Optional- Select a Pipeline ID
6. Optional- Configure Name
7. Optional- Configure Text
8. Optional- Select a Stage
9. Optional- Select a Status
10. Optional- Configure Expected Close Date
11. Optional- Configure Close Date
12. Optional- Configure Date
13. Optional- Configure Amount
14. Optional- Configure Months
15. Optional- Configure Cost
16. Optional- Select a Commission Base
17. Optional- Select a Commission Type
18. Optional- Configure Commission
19. Optional- Configure Commission Percentage
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 Contact Created on Ortto

Description:Emit new event when a contact is created in your Ortto account.

Version:0.0.1

Key:ortto-new-contact-created

View on GitHub

Ortto Overview#

The Ortto API unleashes the power to streamline customer relationship management by automating personalized customer journeys, tracking user actions, and integrating with a variety of services to enhance marketing and sales strategies. With Ortto on Pipedream, you can create intricate workflows that respond dynamically to customer interactions, update CRM records, send targeted communications, and much more, building a rich, automated system that nurtures leads and cultivates customer loyalty.

Trigger Code#

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

export default {
  ...common,
  key: "ortto-new-contact-created",
  name: "New Contact Created",
  description: "Emit new event when a contact is created in your Ortto account.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getFunction() {
      return this.ortto.listPeople;
    },
    getFieldName() {
      return "contacts";
    },
    getFields() {
      return [
        "str::first",
        "str::last",
        "phn::phone",
        "str::email",
        "geo::city",
        "geo::country",
        "dtz::b",
        "geo::region",
        "str::postal",
        "tags",
        "u4s::t",
        "bol::gdpr",
        "str::ei",
        "bol::p",
        "str::u-ctx",
        "str::s-ctx",
        "bol::sp",
        "str::soi-ctx",
        "str::soo-ctx",
      ];
    },
    getSummary(item) {
      return `New Contact: ${item.fields["str::first"] || ""} ${item.fields["str::last"] || ""}  ${item.fields["str::email"] || ""} `;
    },
  },
  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
Ortto	`ortto`	`app`	This component uses the Ortto app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

To create your API key,

Navigate to your Ortto account and sign in
On the lefthand sidebar, click "CDP" > "Data sources" > "New data source" > "Custom API"
Copy your Private API Key below.

About Ortto #

The unified customer journey platform for online business. Customer journeys made remarkable.

Action#

Update Deal on OnePageCRM

Description:Updates an existing deal's details in OnePageCRM. [See the documentation](https://developer.onepagecrm.com/api/)

Version:0.0.1

Key:onepagecrm-update-deal

View on GitHub

OnePageCRM Overview#

The OnePageCRM API enables interaction with your OnePageCRM account, automating your contact and sales management. With it, you can create, update, and delete contacts, deals, and notes, or trigger actions based on sales activities. When combined with Pipedream's serverless platform, this API allows you to connect OnePageCRM with hundreds of other apps to streamline your sales process, enhance lead generation, and improve follow-ups.

Action Code#

import { STAGE_OPTIONS } from "../../common/constants.mjs";
import onepagecrm from "../../onepagecrm.app.mjs";

export default {
  key: "onepagecrm-update-deal",
  name: "Update Deal",
  description: "Updates an existing deal's details in OnePageCRM. [See the documentation](https://developer.onepagecrm.com/api/)",
  version: "0.0.1",
  type: "action",
  props: {
    onepagecrm,
    dealId: {
      propDefinition: [
        onepagecrm,
        "dealId",
      ],
    },
    contactId: {
      propDefinition: [
        onepagecrm,
        "contactId",
      ],
      optional: true,
    },
    ownerId: {
      propDefinition: [
        onepagecrm,
        "userId",
      ],
      optional: true,
    },
    pipelineId: {
      propDefinition: [
        onepagecrm,
        "pipelineId",
      ],
      optional: true,
    },
    name: {
      type: "string",
      label: "Name",
      description: "Name of the deal.",
      optional: true,
    },
    text: {
      type: "string",
      label: "Text",
      description: "Extra notes related to the deal (supports [b]bold[/b] and [i]italic[/i] formatting).",
      optional: true,
    },
    stage: {
      type: "integer",
      label: "Stage",
      description: "A numerical representation of the progress of a pending deal.",
      options: STAGE_OPTIONS,
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "Status of the deal.",
      options: [
        "pending",
        "won",
        "lost",
      ],
      optional: true,
    },
    expectedCloseDate: {
      type: "string",
      label: "Expected Close Date",
      description: "The date the deal is expected to close. **Format: YYYY-MM-DD**. **(status should be `pending`)**.",
      optional: true,
    },
    closeDate: {
      type: "string",
      label: "Close Date",
      description: "The date the deal actually closed. **(status should be `won` or `lost`)`**.",
      optional: true,
    },
    date: {
      type: "string",
      label: "Date",
      description: "Creation date of the deal.",
      optional: true,
    },
    amount: {
      type: "string",
      label: "Amount",
      description: "The monitary value of the deal (per month, if multi-month deal).",
      optional: true,
    },
    months: {
      type: "integer",
      label: "Months",
      description: "Number of months the deal is to be paid for. (1 for regular deals, 2+ for multi-month).",
      default: 1,
      optional: true,
    },
    cost: {
      type: "string",
      label: "Cost",
      description: "The monitary cost of the deal",
      optional: true,
    },
    commissionBase: {
      type: "string",
      label: "Commission Base",
      description: "Base used to calculate the commission of the deal.",
      options: [
        "amount",
        "margin",
      ],
      optional: true,
    },
    commissionType: {
      type: "string",
      label: "Commission Type",
      description: "Type of commission for the deal.",
      options: [
        "none",
        "percentage",
        "absolute",
      ],
      optional: true,
    },
    commission: {
      type: "string",
      label: "Commission",
      description: "Commission payable for the deal.",
      optional: true,
    },
    commissionPercentage: {
      type: "string",
      label: "Commission Percentage",
      description: "Commission percentage for the deal.",
      optional: true,
    },
  },
  async run({ $ }) {
    const { data: { deal } } = await this.onepagecrm.getDeal({
      $,
      dealId: this.dealId,
    });
    if (this.contactId) deal.contact_id = this.contactId;
    if (this.ownerId) deal.owner_id = this.ownerId;
    if (this.pipelineId) deal.pipeline_id = this.pipelineId;
    if (this.name) deal.name = this.name;
    if (this.text) deal.text = this.text;
    if (this.stage) deal.stage = this.stage;
    if (this.status) deal.status = this.status;
    if (this.expectedCloseDate) deal.expected_close_date = this.expectedCloseDate;
    if (this.closeDate) deal.close_date = this.closeDate;
    if (this.date) deal.date = this.date;
    if (this.amount) deal.amount = this.amount;
    if (this.months) deal.months = this.months;
    if (this.cost) deal.cost = this.cost;
    if (this.commissionBase) deal.commission_base = this.commissionBase;
    if (this.commissionType) deal.commission_type = this.commissionType;
    if (this.commission) deal.commission = this.commission;
    if (this.commissionPercentage) deal.commission_percentage = this.commissionPercentage;

    const response = await this.onepagecrm.updateDeal({
      $,
      dealId: this.dealId,
      data: deal,
    });

    $.export("$summary", `Successfully updated deal with ID ${this.dealId}`);
    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
OnePageCRM	`onepagecrm`	`app`	This component uses the OnePageCRM app.
Deal ID	`dealId`	`string`	Select a value from the drop down menu.
Contact ID	`contactId`	`string`	Select a value from the drop down menu.
User ID	`ownerId`	`string`	Select a value from the drop down menu.
Pipeline ID	`pipelineId`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	Name of the deal.
Text	`text`	`string`	Extra notes related to the deal (supports [b]bold[/b] and [i]italic[/i] formatting).
Stage	`stage`	`integer`	Select a value from the drop down menu:`{ "label": 10, "value": 10 }{ "label": 20, "value": 20 }{ "label": 40, "value": 40 }{ "label": 60, "value": 60 }{ "label": 80, "value": 80 }`
Status	`status`	`string`	Select a value from the drop down menu:`pendingwonlost`
Expected Close Date	`expectedCloseDate`	`string`	The date the deal is expected to close. Format: YYYY-MM-DD. (status should be `pending`).
Close Date	`closeDate`	`string`	The date the deal actually closed. (status should be `won` or `lost`)`.
Date	`date`	`string`	Creation date of the deal.
Amount	`amount`	`string`	The monitary value of the deal (per month, if multi-month deal).
Months	`months`	`integer`	Number of months the deal is to be paid for. (1 for regular deals, 2+ for multi-month).
Cost	`cost`	`string`	The monitary cost of the deal
Commission Base	`commissionBase`	`string`	Select a value from the drop down menu:`amountmargin`
Commission Type	`commissionType`	`string`	Select a value from the drop down menu:`nonepercentageabsolute`
Commission	`commission`	`string`	Commission payable for the deal.
Commission Percentage	`commissionPercentage`	`string`	Commission percentage for the deal.

Action Authentication#

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

To retrieve your User ID and API Key,