Update Opportunity with Salesflare API on New Item in Feed from RSS API

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Trigger workflow on

New Item in Feed from the RSS API

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Update Opportunity with the Salesflare API

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Getting Started#

This integration creates a workflow with a RSS 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 New Item in Feed trigger
1. Connect your RSS account
2. Configure timer
3. Configure Feed URL
4. Configure Published After
Configure the Update Opportunity action
1. Connect your Salesflare account
2. Select a Opportunity ID
3. Optional- Select a Owner ID
4. Optional- Select a Account ID
5. Optional- Configure Start Date
6. Optional- Configure Probability
7. Optional- Configure Name
8. Optional- Configure Value
9. Optional- Configure Close Date
10. Optional- Configure Closed
11. Optional- Configure Tags
12. Optional- Configure Recurring Price Per Unit
13. Optional- Select a Frequency
14. Optional- Configure Contract Start Date
15. Optional- Configure Contract End Date
16. Optional- Configure Custom
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 Item in Feed on RSS

Description:Emit new items from an RSS feed

Version:1.2.6

Key:rss-new-item-in-feed

View on GitHub

RSS Overview#

The RSS app allows users to automatically fetch and parse updates from web feeds. This functionality is pivotal for staying abreast of content changes or updates from websites, blogs, and news outlets that offer RSS feeds. With Pipedream, you can harness the RSS API to trigger workflows that enable a broad range of automations, like content aggregation, monitoring for specific keywords, notifications, and data synchronization across platforms.

Trigger Code#

import rss from "../../app/rss.app.mjs";
import { defineSource } from "@pipedream/types";
import rssCommon from "../common/common.mjs";
export default defineSource({
    ...rssCommon,
    key: "rss-new-item-in-feed",
    name: "New Item in Feed",
    description: "Emit new items from an RSS feed",
    version: "1.2.6",
    type: "source",
    dedupe: "unique",
    props: {
        ...rssCommon.props,
        url: {
            propDefinition: [
                rss,
                "url",
            ],
        },
        publishedAfter: {
            type: "string",
            label: "Published After",
            description: "Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`",
            default: new Date(Date.now() - 24 * 60 * 60 * 1000).toISOString(), // default to one day ago
        },
    },
    hooks: {
        async activate() {
            // Try to parse the feed one time to confirm we can fetch and parse.
            // The code will throw any errors to the user.
            await this.rss.fetchAndParseFeed(this.url);
        },
    },
    methods: {
        ...rssCommon.methods,
        generateMeta: function (item) {
            return {
                id: this.rss.itemKey(item),
                summary: item.title,
                ts: Date.now(),
            };
        },
    },
    async run() {
        const items = await this.rss.fetchAndParseFeed(this.url);
        for (const item of items.reverse()) {
            const publishedAfter = +new Date(this.publishedAfter);
            const ts = this.rss.itemTs(item);
            if (Number.isNaN(publishedAfter) || publishedAfter > ts) {
                continue;
            }
            const meta = this.generateMeta(item);
            this.$emit(item, meta);
        }
    },
});

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
RSS	`rss`	`app`	This component uses the RSS app.
	`timer`	`$.interface.timer`	How often you want to poll the feed for new items
Feed URL	`url`	`string`	Enter the URL for any public RSS feed
Published After	`publishedAfter`	`string`	Emit items published after the specified date in ISO 8601 format .e.g `2022-12-07T12:57:10+07:00`

Trigger Authentication#

The RSS API does not require authentication.

About RSS#

Real Simple Syndication

Action#

Update Opportunity on Salesflare

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

Version:0.0.1

Key:salesflare-update-opportunity

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/opportunity-base.mjs";

export default {
  key: "salesflare-update-opportunity",
  version: "0.0.1",
  type: "action",
  name: "Update Opportunity",
  description: "Update an Opportunity [See the docs here](https://api.salesflare.com/docs#operation/putOpportunitiesId)",
  props: {
    app: base.props.app,
    opportunityId: {
      propDefinition: [
        base.props.app,
        "opportunityId",
      ],
      optional: false,
    },
    owner: {
      propDefinition: [
        base.props.app,
        "userId",
      ],
    },
    account: {
      propDefinition: [
        base.props.app,
        "accountIds",
      ],
      label: "Account ID",
      type: "integer",
      description: "Account ID",
    },
    ...base.props,
  },
  async run ({ $ }) {
    const pairs = {
      startDate: "start_date",
      closeDate: "close_date",
      recurringPricePerUnit: "recurring_price_per_unit",
      contractStartDate: "contract_start_date",
      contractEndDate: "contract_end_date",
    };
    const data = utils.extractProps(this, pairs);
    const resp = await this.app.updateOpportunity({
      $,
      opportunityId: this.opportunityId,
      data,
    });

    $.export("$summary", "The opportunity 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.
Opportunity ID	`opportunityId`	`integer`	Select a value from the drop down menu.
Owner ID	`owner`	`integer`	Select a value from the drop down menu.
Account ID	`account`	`integer`	Select a value from the drop down menu.
Start Date	`startDate`	`string`	Start date. Must be in ISO format. e.g. `2019-08-24T14:15:22Z`
Probability	`probability`	`string`	Probability of the opportunity. Min `0`
Name	`name`	`string`	Name of the opportunity
Value	`value`	`integer`	Value of the opportunity. Min `0`
Close Date	`closeDate`	`string`	Close date of the opportunity. Must be in ISO format. e.g. `2019-08-24T14:15:22Z`
Closed	`closed`	`boolean`	Is closed
Tags	`tags`	`string[]`	Tags
Recurring Price Per Unit	`recurringPricePerUnit`	`integer`	Recurring price per unit
Frequency	`frequency`	`string`	Select a value from the drop down menu:`annuallyweeklymonthlydaily`
Contract Start Date	`contractStartDate`	`string`	Contract start date. Must be in ISO format. e.g. `2019-08-24T14:15:22Z`
Contract End Date	`contractEndDate`	`string`	Contract end date. Must be in ISO format. e.g. `2019-08-24T14:15:22Z`
Custom	`custom`	`object`	Custom fields

Update Opportunity with Salesflare API on New Item in Feed from RSS API

Pipedream makes it easy to connect APIs for Salesflare, RSS and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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