← WooCommerce + ClinchPad integrations

Create Lead with ClinchPad API on New Coupon Event (Instant) from WooCommerce API

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New Coupon Event (Instant) from the WooCommerce API
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Create Lead with the ClinchPad API
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Getting Started

This integration creates a workflow with a WooCommerce trigger and ClinchPad 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 Coupon Event (Instant) trigger
    1. Connect your WooCommerce account
    2. Select one or more Event topics
  3. Configure the Create Lead action
    1. Connect your ClinchPad account
    2. Configure Name
    3. Select a Pipeline ID
    4. Optional- Select a User ID
    5. Optional- Configure Size
  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 each time the specified coupon event(s) occur
Version:0.0.3
Key:woocommerce-new-coupon-event

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.

Trigger Code

import common from "../common/base.mjs";

export default {
  ...common,
  key: "woocommerce-new-coupon-event",
  name: "New Coupon Event (Instant)",
  description: "Emit new event each time the specified coupon event(s) occur",
  version: "0.0.3",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getSampleEvents({ perPage }) {
      return this.woocommerce.listCoupons({
        per_page: perPage,
        orderby: "date",
      });
    },
    getTopic(topicType) {
      return `coupon.${topicType}`;
    },
    generateMeta(eventType, {
      id, date_modified: dateModified,
    }) {
      const ts = Date.parse(dateModified);
      return {
        id: `${id}${ts}`,
        summary: `Coupon ID: ${id} ${eventType}`,
        ts,
      };
    },
  },
};

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
WooCommercewoocommerceappThis component uses the WooCommerce app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Event topicstopicsstring[]Select a value from the drop down menu:createdupdateddeleted

Trigger 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.

Action

Description:Creates a lead. [See docs here (Go to `Create a lead`)](https://clinchpad.com/api/docs/leads)
Version:0.0.1
Key:clinchpad-create-lead

ClinchPad Overview

ClinchPad is a modern CRM tailored for small teams to manage sales pipelines with minimal fuss. The ClinchPad API integrates with Pipedream, allowing you to automate interactions with your sales pipeline. For instance, you can automatically create leads, update their status, track communications, or gather analytics for reporting purposes. Through Pipedream, you can connect ClinchPad with hundreds of other apps to streamline your sales process, maintain customer relations, and close deals faster.

Action Code

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

export default {
  name: "Create Lead",
  version: "0.0.1",
  key: "clinchpad-create-lead",
  description: "Creates a lead. [See docs here (Go to `Create a lead`)](https://clinchpad.com/api/docs/leads)",
  type: "action",
  props: {
    clinchpad,
    name: {
      label: "Name",
      description: "Name of the lead",
      type: "string",
    },
    pipelineId: {
      description: "The pipeline ID of the pipeline to which the lead is to be added",
      propDefinition: [
        clinchpad,
        "pipelineId",
      ],
    },
    userId: {
      description: "The user ID of the user you want to assign the lead to",
      propDefinition: [
        clinchpad,
        "userId",
      ],
      optional: true,
    },
    size: {
      label: "Size",
      description: "Value of the lead (numeric only). E.g. `1500`",
      type: "integer",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.clinchpad.createLead({
      $,
      data: {
        name: this.name,
        pipeline_id: this.pipelineId,
        user_id: this.userId,
        size: this.size,
      },
    });

    if (response) {
      $.export("$summary", `Successfully created lead with id ${response.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.

LabelPropTypeDescription
ClinchPadclinchpadappThis component uses the ClinchPad app.
Namenamestring

Name of the lead

Pipeline IDpipelineIdstringSelect a value from the drop down menu.
User IDuserIdstringSelect a value from the drop down menu.
Sizesizeinteger

Value of the lead (numeric only). E.g. 1500

Action Authentication

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

You authenticate to the ClinchPad API by providing your API keys in the request. You can get your API key from the Settings section of the ClinchPad web app.

About ClinchPad

ClinchPad is a deal focused CRM that enables you to close deals faster. It is a simple to use, web based application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.

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