Add Contact with Salesmate API on Changes to Specific Files (Shared Drive) from Google Drive API

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Changes to Specific Files (Shared Drive) from the Google Drive API

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Add Contact with the Salesmate API

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Getting Started#

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

Select this integration
Configure the Changes to Specific Files (Shared Drive) trigger
1. Connect your Google Drive account
2. Select a Drive
3. Configure Push notification renewal schedule
4. Select one or more Files
5. Optional- Configure Include Link
6. Optional- Configure dir
7. Configure intervalAlert
8. Optional- Configure Minimum Interval Per File
Configure the Add Contact action
1. Connect your Salesmate account
2. Optional- Configure First Name
3. Configure Last Name
4. Select a Owner
5. Optional- Configure Mobile
6. Optional- Select a Company
7. Optional- Configure Email
8. Optional- Configure Website
9. Optional- Configure Google Plus Handle
10. Optional- Configure LinkedIn Handle
11. Optional- Configure Phone
12. Optional- Configure Other Phone
13. Optional- Configure Skype Id
14. Optional- Configure Facebook Handle
15. Optional- Configure Twitter Handle
16. Optional- Select a Currency
17. Optional- Configure Designation
18. Optional- Configure Billing Address Line 1
19. Optional- Configure Billing Address Line 2
20. Optional- Configure Billing City
21. Optional- Configure Billing Zip Code
22. Optional- Configure Billing State
23. Optional- Configure Billing Country
24. Optional- Configure Description
25. Optional- Select one or more Tags
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#

Changes to Specific Files (Shared Drive) on Google Drive

Description:Watches for changes to specific files in a shared drive, emitting an event when a change is made to one of those files

Version:0.3.2

Key:google_drive-changes-to-specific-files-shared-drive

View on GitHub

Google Drive Overview#

The Google Drive API on Pipedream allows you to automate various file management tasks, such as creating, reading, updating, and deleting files within your Google Drive. You can also share files, manage permissions, and monitor changes to files and folders. This opens up possibilities for creating workflows that seamlessly integrate with other apps and services, streamlining document handling, backup processes, and collaborative workflows.

Trigger Code#

// This source processes changes to specific files in a user's Google Drive, // implementing strategy enumerated in the Push Notifications API docs: // https://developers.google.com/drive/api/v3/push . // // This source has two interfaces: // // 1) The HTTP requests tied to changes in files in the user's Google Drive // 2) A timer that runs on regular intervals, renewing the notification channel as needed import common from "../common-webhook.mjs"; import sampleEmit from "./test-event.mjs"; import { GOOGLE_DRIVE_NOTIFICATION_ADD, GOOGLE_DRIVE_NOTIFICATION_CHANGE, GOOGLE_DRIVE_NOTIFICATION_UPDATE, } from "../../common/constants.mjs"; import commonDedupeChanges from "../common-dedupe-changes.mjs"; import { stashFile } from "../../common/utils.mjs"; /** * This source uses the Google Drive API's * {@link https://developers.google.com/drive/api/v3/reference/changes/watch changes: watch} * endpoint to subscribe to changes to the user's drive or a shard drive. */ export default { ...common, key: "google_drive-changes-to-specific-files-shared-drive", name: "Changes to Specific Files (Shared Drive)", description: "Watches for changes to specific files in a shared drive, emitting an event when a change is made to one of those files", version: "0.3.2", type: "source", // Dedupe events based on the "x-goog-message-number" header for the target channel: // https://developers.google.com/drive/api/v3/push#making-watch-requests dedupe: "unique", props: { ...common.props, files: { type: "string[]", label: "Files", description: "The files you want to watch for changes.", options({ prevContext }) { const { nextPageToken } = prevContext; return this.googleDrive.listFilesOptions(nextPageToken, this.getListFilesOpts()); }, }, includeLink: { label: "Include Link", type: "boolean", description: "Upload file to your File Stash and emit temporary download link to the file. Google Workspace documents will be converted to PDF. See [the docs](https://pipedream.com/docs/connect/components/files) to learn more about working with files in Pipedream.", default: false, optional: true, }, dir: { type: "dir", accessMode: "write", optional: true, }, ...commonDedupeChanges.props, }, hooks: { async deploy() { const daysAgo = new Date(); daysAgo.setDate(daysAgo.getDate() - 30); const timeString = daysAgo.toISOString(); const args = this.getListFilesOpts({ q: `mimeType != "application/vnd.google-apps.folder" and modifiedTime > "${timeString}" and trashed = false`, fields: "files", pageSize: 5, }); const { files } = await this.googleDrive.listFilesInPage(null, args); await this.processChanges(files); }, ...common.hooks, }, methods: { ...common.methods, getUpdateTypes() { return [ GOOGLE_DRIVE_NOTIFICATION_ADD, GOOGLE_DRIVE_NOTIFICATION_CHANGE, GOOGLE_DRIVE_NOTIFICATION_UPDATE, ]; }, generateMeta(data, headers) { const { id: fileId, name: fileName, modifiedTime: tsString, } = data; const ts = Date.parse(tsString); const resourceState = headers && headers["x-goog-resource-state"]; const summary = resourceState ? `${resourceState.toUpperCase()} - ${fileName || "Untitled"}` : fileName || "Untitled"; return { id: `${fileId}-${ts}`, summary, ts, }; }, isFileRelevant(file) { return this.files.includes(file.id); }, getChanges(headers) { if (!headers) { return { change: { }, }; } return { change: { state: headers["x-goog-resource-state"], resourceURI: headers["x-goog-resource-uri"], changed: headers["x-goog-changed"], // "Additional details about the changes. Possible values: content, parents, children, permissions" }, }; }, async processChange(file, headers) { const changes = this.getChanges(headers); const fileInfo = await this.googleDrive.getFile(file.id); if (this.includeLink) { fileInfo.file = await stashFile(file, this.googleDrive, this.dir); } const eventToEmit = { file: fileInfo, ...changes, }; const meta = this.generateMeta(fileInfo, headers); this.$emit(eventToEmit, meta); }, async processChanges(changedFiles, headers) { console.log(`Processing ${changedFiles.length} changed files`); console.log(`Changed files: ${JSON.stringify(changedFiles, null, 2)}!!!`); console.log(`Files: ${this.files}!!!`); const filteredFiles = this.checkMinimumInterval(changedFiles); for (const file of filteredFiles) { if (!this.isFileRelevant(file)) { console.log(`Skipping event for irrelevant file ${file.id}`); continue; } await this.processChange(file, headers); } }, }, sampleEmit, };

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
Google Drive	`googleDrive`	`app`	This component uses the Google Drive app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.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.
Drive	`drive`	`string`	Select a value from the drop down menu.
Files	`files`	`string[]`	Select a value from the drop down menu.
Include Link	`includeLink`	`boolean`	Upload file to your File Stash and emit temporary download link to the file. Google Workspace documents will be converted to PDF. See the docs to learn more about working with files in Pipedream.
	`dir`	`dir`
Minimum Interval Per File	`perFileInterval`	`integer`	How many minutes to wait until the same file can emit another event. If set to `0`, this interval is disabled and all events will be emitted.

Trigger Authentication#

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

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

https://www.googleapis.com/auth/drive

About Google Drive#

Google Drive is a file storage and synchronization service which allows you to create and share your work online, and access your documents from anywhere.

Action#

Add Contact on Salesmate

Description:This API is used to add a contact. [See docs here](https://apidocs.salesmate.io/#b768facc-930f-4f93-b9a7-a26a0875b6b0)

Version:0.0.2

Key:salesmate-add-contact

View on GitHub

Salesmate Overview#

The Salesmate API enables automation of CRM-related tasks within the Salesmate platform. By leveraging this API on Pipedream, you can craft serverless workflows that interact with Salesmate data, such as contacts, deals, and activities. This allows for seamless integration of Salesmate with other services to enhance sales processes, enable real-time data updates, and trigger custom actions based on specific events within your CRM.

Action Code#

import { defineAction } from "@pipedream/types"; import salesmate from "../../app/salesmate.app.mjs"; export default defineAction({ name: "Add Contact", version: "0.0.2", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, key: "salesmate-add-contact", description: "This API is used to add a contact. [See docs here](https://apidocs.salesmate.io/#b768facc-930f-4f93-b9a7-a26a0875b6b0)", type: "action", props: { salesmate, firstName: { propDefinition: [ salesmate, "firstName", ], optional: true, }, lastName: { propDefinition: [ salesmate, "lastName", ], }, owner: { propDefinition: [ salesmate, "owner", ], }, mobile: { propDefinition: [ salesmate, "mobile", ], optional: true, }, company: { propDefinition: [ salesmate, "company", ], optional: true, }, email: { propDefinition: [ salesmate, "email", ], optional: true, }, website: { propDefinition: [ salesmate, "website", ], optional: true, }, googlePlusHandle: { propDefinition: [ salesmate, "googlePlusHandle", ], optional: true, }, linkedInHandle: { propDefinition: [ salesmate, "linkedInHandle", ], optional: true, }, phone: { propDefinition: [ salesmate, "phone", ], optional: true, }, otherPhone: { propDefinition: [ salesmate, "otherPhone", ], optional: true, }, skypeId: { propDefinition: [ salesmate, "skypeId", ], optional: true, }, facebookHandle: { propDefinition: [ salesmate, "facebookHandle", ], optional: true, }, twitterHandle: { propDefinition: [ salesmate, "twitterHandle", ], optional: true, }, currency: { propDefinition: [ salesmate, "currency", ], optional: true, }, designation: { propDefinition: [ salesmate, "designation", ], optional: true, }, billingAddressLine1: { propDefinition: [ salesmate, "billingAddressLine1", ], optional: true, }, billingAddressLine2: { propDefinition: [ salesmate, "billingAddressLine2", ], optional: true, }, billingCity: { propDefinition: [ salesmate, "billingCity", ], optional: true, }, billingZipCode: { propDefinition: [ salesmate, "billingZipCode", ], optional: true, }, billingState: { propDefinition: [ salesmate, "billingState", ], optional: true, }, billingCountry: { propDefinition: [ salesmate, "billingCountry", ], optional: true, }, description: { propDefinition: [ salesmate, "contactDescription", ], optional: true, }, tags: { propDefinition: [ salesmate, "tags", ], optional: true, }, }, async run({ $ }) { const { salesmate, ...data } = this; data.tags = data.tags?.toString(); const response = await salesmate.addContact({ $, data, }); $.export("$summary", `Contact successfuly created with id: ${response.Data.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.

Label	Prop	Type	Description
Salesmate	`salesmate`	`app`	This component uses the Salesmate app.
First Name	`firstName`	`string`	First name of the contact.
Last Name	`lastName`	`string`	Last name of the contact.
Owner	`owner`	`integer`	Select a value from the drop down menu.
Mobile	`mobile`	`string`	Mobile number of the contact.
Company	`company`	`integer`	Select a value from the drop down menu.
Email	`email`	`string`	Email of the contact.
Website	`website`	`string`	Website of the contact.
Google Plus Handle	`googlePlusHandle`	`string`	Contact's Google Plus profile link.
LinkedIn Handle	`linkedInHandle`	`string`	Contact's LinkedIn profile link.
Phone	`phone`	`string`	Phone number 1 of the contact.
Other Phone	`otherPhone`	`string`	Phone number 2 of the contact.
Skype Id	`skypeId`	`string`	Contact's Skype ID.
Facebook Handle	`facebookHandle`	`string`	Contact's Facebook link.
Twitter Handle	`twitterHandle`	`string`	Contact's Twitter link.
Currency	`currency`	`string`	Select a value from the drop down menu.
Designation	`designation`	`string`	Contact's designation.
Billing Address Line 1	`billingAddressLine1`	`string`	Line one of the billing address of the contact.
Billing Address Line 2	`billingAddressLine2`	`string`	Line two of the billing address of the contact.
Billing City	`billingCity`	`string`	City name of contact's address for billing purposes.
Billing Zip Code	`billingZipCode`	`string`	Zip code of the billing City.
Billing State	`billingState`	`string`	State name of contact's address for billing purposes.
Billing Country	`billingCountry`	`string`	Country name of contact's address for billing purposes.
Description	`description`	`string`	Description about the contact. It contains an arbitrary string attached to the contact object.
Tags	`tags`	`string[]`	Select a value from the drop down menu.

Action Authentication#

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

To connect Pipedream to your Salesmate account,

First, retrieve your Access Keys:

Navigate to your Salesmate account and sign in
Click the User dropdown on the top right
Go to “My Account” > “Access Key”

Copy and paste the x-linkname below, which is the hostname from your Salesmate dashboard URL. For example, this might be something like demo.salesmate.io.

Finally, paste the domain (if your Salesmate dashboard is demo.salesmate.io, your domain is demo).

About Salesmate#

CRM & Unified Customer Platform for Growing Teams.

More Ways to Connect Salesmate + Google Drive#

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Pipedream makes it easy to connect APIs for Salesmate, Google Drive and 3,000+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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