Create Opportunity with ForceManager API on New Row from MySQL API

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Trigger workflow on

New Row from the MySQL API

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Create Opportunity with the ForceManager API

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Getting Started#

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

Select this integration
Configure the New Row trigger
1. Connect your MySQL account
2. Configure timer
3. Select a Table
4. Optional- Select a Column
Configure the Create Opportunity action
1. Connect your ForceManager account
2. Configure Name
3. Optional- Select a Account ID
4. Select a Branch ID
5. Select a Status ID
6. Configure Sales Probability
7. Select a Sales Rep ID
8. Optional- Configure Sales Forecast Date
9. Optional- Select a Currency ID
10. Optional- Configure Total
11. Optional- Select a PermissionLevel
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 Row on MySQL

Description:Emit new event when you add a new row to a table. [See the docs here](https://dev.mysql.com/doc/refman/8.0/en/select.html)

Version:2.0.5

Key:mysql-new-row

View on GitHub

MySQL Overview#

The MySQL application on Pipedream enables direct interaction with your MySQL databases, allowing you to perform CRUD operations—create, read, update, delete—on your data with ease. You can leverage these capabilities to automate data synchronization, report generation, and event-based triggers that kick off workflows in other apps. With Pipedream's serverless platform, you can connect MySQL to hundreds of other services without managing infrastructure, crafting complex code, or handling authentication.

Trigger Code#

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

const { mysql } = common.props;

export default {
  ...common,
  key: "mysql-new-row",
  name: "New Row",
  description: "Emit new event when you add a new row to a table. [See the docs here](https://dev.mysql.com/doc/refman/8.0/en/select.html)",
  type: "source",
  version: "2.0.5",
  dedupe: "unique",
  props: {
    ...common.props,
    db: "$.service.db",
    column: {
      propDefinition: [
        mysql,
        "column",
        (c) => ({
          table: c.table,
        }),
      ],
      optional: true,
    },
  },
  hooks: {
    /**
     * If column prop is left blank, get the table's primary key to use for ordering and deduping.
     * */
    async deploy() {
      const { table } = this;
      let column = this.column;

      if (!column) {
        const keyData = await this.mysql.getPrimaryKey({
          table,
        });
        column = keyData[0].Column_name;
      }

      this._setColumn(column);

      await this.listTopRows(column);
    },
  },
  methods: {
    ...common.methods,
    _getColumn() {
      return this.db.get("column");
    },
    _setColumn(column) {
      this.db.set("column", column);
    },
    async listResults() {
      const column = this._getColumn();
      await this.listRowResults(column);
    },
    iterateAndEmitEvents(rows) {
      const column = this._getColumn();
      for (const row of rows) {
        const meta = this.generateMeta(row, column);
        this.$emit(row, meta);
      }
    },
    generateMeta(row, column) {
      return {
        id: row[column],
        summary: `New Row Added ${column}: ${row[column]}`,
        ts: Date.now(),
      };
    },
  },
};

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
MySQL	`mysql`	`app`	This component uses the MySQL app.
	`timer`	`$.interface.timer`
Table	`table`	`string`	Select a value from the drop down menu.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Column	`column`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Before you connect to your MySQL database from Pipedream, please make sure your database is either:

Accessible from the public internet (You may need to add a firewall rule on 0.0.0.0/0 on port 3306), or
Accessible from a static IP that you've configured using a VPC in Pipedream, and enabled the workflow to connect through that VPC

SSL Setup

Configure SSL on your MySQL database by providing the CA (Certificate Authority), and choosing between Full Verification, Verify Certificate Authority (CA), or Skip Verification. Skipping verification is not recommended as this has serious security implications.

About MySQL#

MySQL is an open-source relational database management system.

Action#

Create Opportunity on ForceManager

Description:Creates a new business opportunity in ForceManager. [See the documentation](https://developer.forcemanager.com/#836754be-f32d-47d2-a8ab-73a147c62ca9)

Version:0.0.1

Key:forcemanager-create-opportunity

View on GitHub

ForceManager Overview#

The ForceManager API allows for robust interaction with ForceManager's CRM platform. It facilitates access to data on sales, customer interactions, and performance metrics. With Pipedream, you can automate actions based on this data, integrate with other services, and create custom workflows that leverage events and triggers from ForceManager to streamline sales processes and data management. Interacting with the ForceManager API through Pipedream allows you to connect CRM data with other applications such as email, calendars, support systems, and more, creating a seamless flow of information across your business tools.

Action Code#

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

export default {
  key: "forcemanager-create-opportunity",
  name: "Create Opportunity",
  description: "Creates a new business opportunity in ForceManager. [See the documentation](https://developer.forcemanager.com/#836754be-f32d-47d2-a8ab-73a147c62ca9)",
  version: "0.0.1",
  type: "action",
  props: {
    forcemanager,
    name: {
      type: "string",
      label: "Name",
      description: "Name of the business opportunity",
    },
    accountId: {
      propDefinition: [
        forcemanager,
        "accountId",
      ],
    },
    branchId: {
      propDefinition: [
        forcemanager,
        "branchId",
      ],
    },
    statusId: {
      propDefinition: [
        forcemanager,
        "statusId",
      ],
    },
    salesProbability: {
      type: "integer",
      label: "Sales Probability",
      description: "Probability of sale, a number between 0 and 10",
      max: 10,
    },
    salesRepId: {
      propDefinition: [
        forcemanager,
        "salesRepId",
      ],
    },
    salesForeCastDate: {
      type: "string",
      label: "Sales Forecast Date",
      description: "Forecast sale date in ISO-8601 Format. Example: `2023-12-08T10:00:00+07:00`",
      optional: true,
    },
    currencyId: {
      propDefinition: [
        forcemanager,
        "currencyId",
      ],
    },
    total: {
      type: "integer",
      label: "Total",
      description: "Total amount of the Opportunity",
      optional: true,
    },
    permissionLevel: {
      type: "string",
      label: "PermissionLevel",
      description: "Defines the visibility of the Opportunity. Set from 1 - 5 with 5 being the highest level of permission",
      options: [
        "1",
        "2",
        "3",
        "4",
        "5",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.forcemanager.createOpportunity({
      $,
      data: {
        reference: this.name,
        accountId1: this.accountId,
        branchId: this.branchId,
        statusId: this.statusId,
        salesProbability: this.salesProbability,
        salesRepId: this.salesRepId,
        salesForeCastDate: this.salesForeCastDate,
        total: this.total,
        permissionLevel: this.permissionLevel,
      },
    });
    $.export("$summary", `Successfully created opportunity: ${this.name}`);
    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
ForceManager	`forcemanager`	`app`	This component uses the ForceManager app.
Name	`name`	`string`	Name of the business opportunity
Account ID	`accountId`	`string`	Select a value from the drop down menu.
Branch ID	`branchId`	`string`	Select a value from the drop down menu.
Status ID	`statusId`	`string`	Select a value from the drop down menu.
Sales Probability	`salesProbability`	`integer`	Probability of sale, a number between 0 and 10
Sales Rep ID	`salesRepId`	`string`	Select a value from the drop down menu.
Sales Forecast Date	`salesForeCastDate`	`string`	Forecast sale date in ISO-8601 Format. Example: `2023-12-08T10:00:00+07:00`
Currency ID	`currencyId`	`string`	Select a value from the drop down menu.
Total	`total`	`integer`	Total amount of the Opportunity
PermissionLevel	`permissionLevel`	`string`	Select a value from the drop down menu:`12345`

Action Authentication#

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

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

Create Opportunity with ForceManager API on New Row from MySQL API

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

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

Developers ♥ Pipedream

SSL Setup

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