← Satuit + WooCommerce integrations

Create Customer with WooCommerce API on New Activity from Satuit API

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Trigger workflow on
New Activity from the Satuit API
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Create Customer with the WooCommerce API
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Getting Started

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

  1. Select this integration
  2. Configure the New Activity trigger
    1. Connect your Satuit account
    2. Configure Polling Schedule
  3. Configure the Create Customer action
    1. Connect your WooCommerce account
    2. Configure Email
    3. Optional- Configure First Name
    4. Optional- Configure Last Name
    5. Optional- Configure Username
    6. Optional- Configure Password
    7. Optional- Configure Is Paying Customer
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a new activity is created in Satuit. [See the documentation](https://satuittechnologies.zendesk.com/hc/en-us/articles/360055725213-Satuit-REST-API-Postman-Documentation)
Version:0.0.1
Key:satuit-new-activity

Satuit Overview

The Satuit API enables seamless integration of asset management and CRM functionalities into various business processes. With it, you can automate tasks such as data synchronization, report generation, and client management. Pipedream, with its serverless execution model, allows you to connect Satuit to hundreds of other apps to create powerful workflows without managing any infrastructure. You could, for instance, trigger a workflow with a new database entry, process the data within Pipedream, and then use the Satuit API to update customer records or create tasks for follow-ups.

Trigger Code

import common from "../common/polling.mjs";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  key: "satuit-new-activity",
  name: "New Activity",
  description: "Emit new event when a new activity is created in Satuit. [See the documentation](https://satuittechnologies.zendesk.com/hc/en-us/articles/360055725213-Satuit-REST-API-Postman-Documentation)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getFieldId() {
      return "ptickler.icomkey";
    },
    getResourceName() {
      return "Result";
    },
    getResourcesFn() {
      return this.app.getActivity;
    },
    getResourcesFnArgs() {
      return {
        params: {
          pagesize: constants.DEFAULT_LIMIT,
          orderby: encodeURIComponent(
            JSON.stringify({
              [this.getFieldId()]: "desc",
            }),
          ),
        },
      };
    },
    generateMeta(resource) {
      const {
        [this.getFieldId()]: id,
        ["ptickler.dcreated"]: createdAt,
      } = resource;
      return {
        id,
        summary: `New Activity: ${id}`,
        ts: Date.parse(createdAt),
      };
    },
  },
};

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.
LabelPropTypeDescription
SatuitappappThis component uses the Satuit app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling Scheduletimer$.interface.timer

How often to poll the API

Trigger Authentication

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

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

About Satuit

SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds, and Alternative Investments.

Action

Description:Creates a new customer. [See the docs](https://woocommerce.github.io/woocommerce-rest-api-docs/?javascript#create-a-customer)
Version:0.0.1
Key:woocommerce-create-customer

WooCommerce Overview

WooCommerce is a customizable, open-source eCommerce platform built on WordPress. With the WooCommerce API, you can tap into the heart of your eCommerce store to read, create, update, and delete products, orders, and customers. On Pipedream, you can harness this API to automate routine tasks, sync data across platforms, and enhance customer experiences. By connecting WooCommerce to a wide array of apps and services, you can streamline operations, trigger personalized marketing, and analyze your sales data with greater ease.

Action Code

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

export default {
  key: "woocommerce-create-customer",
  name: "Create Customer",
  description: "Creates a new customer. [See the docs](https://woocommerce.github.io/woocommerce-rest-api-docs/?javascript#create-a-customer)",
  version: "0.0.1",
  type: "action",
  props: {
    woocommerce,
    email: {
      propDefinition: [
        woocommerce,
        "email",
      ],
      description: "The email address for the customer.",
      optional: false,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "Customer first name.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Customer last name.",
      optional: true,
    },
    username: {
      type: "string",
      label: "Username",
      description: "Customer login name.",
      optional: true,
    },
    password: {
      type: "string",
      label: "Password",
      description: "Customer password.",
      optional: true,
    },
    isPayingCustomer: {
      type: "boolean",
      label: "Is Paying Customer",
      description: "Is the customer a paying customer?",
      optional: true,
    },
  },
  methods: {
    createCustomer(data) {
      return this.woocommerce.postResource("customers", data);
    },
  },
  async run({ $ }) {
    const {
      email,
      firstName,
      lastName,
      username,
      password,
      isPayingCustomer,
    } = this;

    const res = await this.createCustomer({
      email,
      first_name: firstName,
      last_name: lastName,
      username,
      password,
      is_paying_customer: isPayingCustomer,
    });

    $.export("$summary", `Successfully created customer ID: ${res.id}`);

    return res;
  },
};

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.

LabelPropTypeDescription
WooCommercewoocommerceappThis component uses the WooCommerce app.
Emailemailstring

The email address for the customer.

First NamefirstNamestring

Customer first name.

Last NamelastNamestring

Customer last name.

Usernameusernamestring

Customer login name.

Passwordpasswordstring

Customer password.

Is Paying CustomerisPayingCustomerboolean

Is the customer a paying customer?

Action Authentication

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

Find your API key at WooCommerce > Settings > Advanced > REST API. See the WooCommerce docs for more info. Enter the Key and Secret below.

About WooCommerce

WooCommerce is the open-source ecommerce platform for WordPress.

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