Upload Conversation Transcription with SalesLens API on Custom Interval from Schedule API

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Custom Interval from the Schedule API

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Upload Conversation Transcription with the SalesLens API

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Getting Started#

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

Select this integration
Configure the Custom Interval trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Upload Conversation Transcription action
1. Connect your SalesLens account
2. Select a Employee External ID
3. Configure Transcription
4. Optional- Select a Category ID
5. Optional- Configure Locale
6. Optional- Configure Title
7. Optional- Configure Tags
8. Optional- Configure Email
9. Optional- Configure Phone
10. Optional- Configure First Name
11. Optional- Configure Last Name
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#

Custom Interval on Schedule

Description:Trigger your workflow every N hours, minutes or seconds.

Version:0.0.2

Key:schedule-custom-interval

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: "Custom Interval",
  version: "0.0.2",
  key: "schedule-custom-interval",
  type: "source",
  description: "Trigger your workflow every N hours, minutes or seconds.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
    },
  },
};

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#

Upload Conversation Transcription on SalesLens

Description:Uploads a transcript of the conversation. [See the documentation](https://app.saleslens.io/api#tag/ConversationTranscription/operation/api_access_tokencall_transcriptionupload_post)

Version:0.0.1

Key:saleslens-upload-conversation-transcription

View on GitHub

SalesLens Overview#

SalesLens is an analytics platform designed to help you understand and engage with your customers. By analyzing customer interactions, SalesLens provides insights that can lead to more effective sales strategies and improved customer engagement. With the SalesLens API, you can access customer data, manage accounts, and trigger personalized actions based on customer behavior. In Pipedream, you can leverage this capability to create automated workflows that respond to data events in real-time, integrate with other apps, or process large datasets asynchronously.

Action Code#

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

export default {
  key: "saleslens-upload-conversation-transcription",
  name: "Upload Conversation Transcription",
  description: "Uploads a transcript of the conversation. [See the documentation](https://app.saleslens.io/api#tag/ConversationTranscription/operation/api_access_tokencall_transcriptionupload_post)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    employeeExternalId: {
      propDefinition: [
        app,
        "employeeExternalId",
      ],
    },
    transcription: {
      type: "string",
      label: "Transcription",
      description: "The transcription of the conversation",
    },
    categoryId: {
      propDefinition: [
        app,
        "categoryId",
      ],
    },
    locale: {
      propDefinition: [
        app,
        "locale",
      ],
    },
    title: {
      propDefinition: [
        app,
        "title",
      ],
    },
    tags: {
      propDefinition: [
        app,
        "tags",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    phone: {
      propDefinition: [
        app,
        "phone",
      ],
    },
    firstName: {
      propDefinition: [
        app,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        app,
        "lastName",
      ],
    },
  },
  methods: {
    uploadTranscription(args = {}) {
      return this.app.post({
        path: "/access_token/call_transcription/upload",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      uploadTranscription,
      categoryId,
      ...data
    } = this;

    const response = await uploadTranscription({
      $,
      data: {
        categoryId: categoryId && String(categoryId),
        ...data,
      },
    });

    $.export("$summary", "Successfully uploaded the conversation transcription");
    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
SalesLens	`app`	`app`	This component uses the SalesLens app.
Employee External ID	`employeeExternalId`	`string`	Select a value from the drop down menu.
Transcription	`transcription`	`string`	The transcription of the conversation
Category ID	`categoryId`	`string`	Select a value from the drop down menu.
Locale	`locale`	`string`	Locale of the transcription or recording
Title	`title`	`string`	Title of the transcription or recording
Tags	`tags`	`string`	Tags associated with the transcription or recording separated by commas. Eg. `api, download, example`
Email	`email`	`string`	Contact's email address
Phone	`phone`	`string`	Contact's phone number
First Name	`firstName`	`string`	Contact's first name
Last Name	`lastName`	`string`	Contact's last name