Create Or Update Prospect with PersistIQ API on New Row Custom Query from PostgreSQL API

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New Row Custom Query from the PostgreSQL API

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Create Or Update Prospect with the PersistIQ API

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Getting Started#

This integration creates a workflow with a PostgreSQL trigger and PersistIQ 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 Custom Query trigger
1. Connect your PostgreSQL account
2. Configure Polling Interval
3. Select a Schema
4. Select a Table
5. Select a Column
6. Configure SQL Query
7. Optional- Configure Values
Configure the Create Or Update Prospect action
1. Connect your PersistIQ account
2. Configure Email
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Address
6. Optional- Configure City
7. Optional- Configure State
8. Optional- Configure Company Name
9. Optional- Configure Industry
10. Optional- Configure Title
11. Optional- Configure Phone
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 Custom Query on PostgreSQL

Description:Emit new event when new rows are returned from a custom query that you provide. [See the documentation](https://node-postgres.com/features/queries)

Version:2.0.8

Key:postgresql-new-row-custom-query

View on GitHub

PostgreSQL Overview#

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Trigger Code#

import common from "../common.mjs"; export default { ...common, name: "New Row Custom Query", key: "postgresql-new-row-custom-query", description: "Emit new event when new rows are returned from a custom query that you provide. [See the documentation](https://node-postgres.com/features/queries)", version: "2.0.8", type: "source", dedupe: "unique", props: { ...common.props, schema: { propDefinition: [ common.props.postgresql, "schema", ], }, table: { propDefinition: [ common.props.postgresql, "table", (c) => ({ schema: c.schema, }), ], }, column: { propDefinition: [ common.props.postgresql, "column", (c) => ({ table: c.table, schema: c.schema, }), ], }, query: { propDefinition: [ common.props.postgresql, "query", ], description: "Specify the query to select new or updated rows since the last poll. For example, `SELECT * FROM users WHERE country = 'US'`", }, values: { propDefinition: [ common.props.postgresql, "values", ], }, }, hooks: { async deploy() { if (this.values && !Array.isArray(this.values)) { throw new Error("No valid values provided. The values property must be an array."); } const numberOfValues = this.query?.match(/\$/g)?.length || 0; if (this.values && this.values.length !== numberOfValues) { throw new Error("The number of values provided does not match the number of values in the query."); } const isColumnUnique = await this.isColumnUnique(this.schema, this.table, this.column); if (!isColumnUnique) { throw new Error("The column selected contains duplicate values. Column must be unique"); } }, }, methods: { ...common.methods, generateMeta(row, column) { return { id: row[column], summary: "New Row", ts: Date.now(), }; }, }, async run() { const rows = await this.postgresql.executeQuery({ text: this.query, values: this.values, }); for (const row of rows) { const meta = this.generateMeta(row, this.column); this.$emit(row, meta); } }, };

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
PostgreSQL	`postgresql`	`app`	This component uses the PostgreSQL app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the API on this schedule
Schema	`schema`	`string`	Select a value from the drop down menu.
Table	`table`	`string`	Select a value from the drop down menu.
Column	`column`	`string`	Select a value from the drop down menu.
SQL Query	`query`	`string`	Specify the query to select new or updated rows since the last poll. For example, `SELECT * FROM users WHERE country = 'US'`
Values	`values`	`string[]`	List of values represented in your SQL Query above

Trigger Authentication#

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

Connecting to Restricted Databases

Either enable the shared static IP for this account below, or configure a VPC to deploy any workflow in your workspace to a private network with a dedicated static IP. Learn more in our docs

SSL Setup

Configure SSL on your PostgreSQL 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 PostgreSQL#

PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.

Action#

Create Or Update Prospect on PersistIQ

Description:Creates a prospect. Updates if there is already a prospect with the given `email`. [See docs here](https://apidocs.persistiq.com/#create-leads)

Version:0.0.1

Key:persistiq-create-or-update-prospect

View on GitHub

PersistIQ Overview#

PersistIQ is a sales automation platform that streamlines outbound sales processes with personalized email campaigns and task management. By leveraging the PersistIQ API on Pipedream, you can craft intricate automation workflows that enhance lead management, align sales communications, and improve team productivity. This API interaction enables real-time synchronization of lead data, automated campaign actions, and analytics integration, fostering a seamless sales operation.

Action Code#

import { defineAction } from "@pipedream/types"; import app from "../../app/persistiq.app.mjs"; export default defineAction({ key: "persistiq-create-or-update-prospect", version: "0.0.1", name: "Create Or Update Prospect", description: "Creates a prospect. Updates if there is already a prospect with the given `email`. [See docs here](https://apidocs.persistiq.com/#create-leads)", type: "action", props: { app, email: { type: "string", label: "Email", description: "Email", }, firstName: { type: "string", label: "First Name", description: "First name", optional: true, }, lastName: { type: "string", label: "Last Name", description: "Last name", optional: true, }, address: { type: "string", label: "Address", description: "Address", optional: true, }, city: { type: "string", label: "City", description: "City", optional: true, }, state: { type: "string", label: "State", description: "State", optional: true, }, companyName: { type: "string", label: "Company Name", description: "Company name", optional: true, }, industry: { type: "string", label: "Industry", description: "Industry", optional: true, }, title: { type: "string", label: "Title", description: "Title", optional: true, }, phone: { type: "string", label: "Phone", description: "Phone", optional: true, }, }, async run({ $ }) { const response = await this.app.createLead({ $, data: { dup: "update", email: this.email, first_name: this.firstName, last_name: this.lastName, address: this.address, city: this.city, state: this.state, company_name: this.companyName, industry: this.industry, title: this.title, phone: this.phone, }, }); $.export("$summary", `Successfully created a prospect (ID: ${response?.lead?.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
PersistIQ	`app`	`app`	This component uses the PersistIQ app.
Email	`email`	`string`	Email
First Name	`firstName`	`string`	First name
Last Name	`lastName`	`string`	Last name
Address	`address`	`string`	Address
City	`city`	`string`	City
State	`state`	`string`	State
Company Name	`companyName`	`string`	Company name
Industry	`industry`	`string`	Industry
Title	`title`	`string`	Title
Phone	`phone`	`string`	Phone

Action Authentication#

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

To retrieve your API key,

Navigate to your PersistIQ account and sign in
Go to “Integrations” on the bottom left menu