Add Contact with Salesmate API on New Document Data Available from Docparser API

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Trigger workflow on

New Document Data Available from the Docparser API

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Add Contact with the Salesmate API

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Getting Started#

This integration creates a workflow with a Docparser 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 New Document Data Available trigger
1. Connect your Docparser account
2. Configure timer
3. Select a Parser ID
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#

New Document Data Available on Docparser

Description:Emit new event every time a document is processed and parsed data is available. [See the documentation](https://docparser.com/api/)

Version:0.0.1

Key:docparser-new-document-data-available

View on GitHub

Docparser Overview#

Docparser is a tool for extracting data from documents, such as PDFs, Word, and images. With the Docparser API, you can automate the process of capturing data without manual entry, transforming documents into actionable information. It shines in scenarios where structured information needs to be pulled from files that typically require manual data entry, such as invoices, forms, and reports.

Trigger Code#

import common from "../common/base.mjs"; import sampleEmit from "./test-event.mjs"; export default { ...common, key: "docparser-new-document-data-available", name: "New Document Data Available", description: "Emit new event every time a document is processed and parsed data is available. [See the documentation](https://docparser.com/api/)", version: "0.0.1", type: "source", dedupe: "unique", methods: { ...common.methods, getFunction() { return this.app.listData; }, getSummary(item) { return `New Document Parsed: ${item.file_name}`; }, }, 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
Docparser	`app`	`app`	This component uses the Docparser app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Parser ID	`parserId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

You can obtain and reset your secret API key in the API Settings of your Docparser Account.

About Docparser#

Docparser is the most advanced cloud based document parsing and automation tool in the market today.

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).