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← Plain + Salesflare integrations

Find Opportunity with Salesflare API on Thread Assignment Transitioned from Plain API

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Trigger workflow on
Thread Assignment Transitioned from the Plain API
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Find Opportunity with the Salesflare API
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Getting Started

This integration creates a workflow with a Plain trigger and Salesflare 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 Thread Assignment Transitioned trigger
    1. Connect your Plain account
  3. Configure the Find Opportunity action
    1. Connect your Salesflare account
    2. Optional- Select a Opportunity ID
    3. Optional- Select a Owner ID
    4. Optional- Select a Account ID
    5. Optional- Select a Assignee
    6. Optional- Configure Name
    7. Optional- Configure Min Value
    8. Optional- Configure Max Value
    9. Optional- Configure Search
    10. Optional- Configure Closed
    11. Optional- Configure Done
    12. Optional- Configure Details
  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

Thread Assignment Transitioned on Plain
Description:Emit new event when a thread assignment is transitioned.
Version:0.0.1
Key:plain-thread-assignment-transitioned

Plain Overview

The Plain API provides functionality for automating customer support tasks, such as managing conversations, customers, and team inboxes. Within Pipedream, you can leverage these features to create custom workflows that respond to events from your app or external services, triggering actions in Plain. By integrating the Plain API with Pipedream, you can enhance customer support efficiency, streamline communication, and keep customer data synchronized across platforms.

Trigger Code

import common from "../common/base-webhook.mjs"; import sampleEmit from "./test-event.mjs"; export default { ...common, key: "plain-thread-assignment-transitioned", name: "Thread Assignment Transitioned", description: "Emit new event when a thread assignment is transitioned.", version: "0.0.1", type: "source", dedupe: "unique", methods: { ...common.methods, getEventType() { return "thread.thread_assignment_transitioned"; }, getSummary({ payload }) { return `Thread Assignment Transitioned ID ${payload.thread.id}`; }, }, 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.
LabelPropTypeDescription
PlainplainappThis component uses the Plain 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.

Trigger Authentication

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

To get an API key, follow the following instructions: https://www.plain.com/docs/api-reference/graphql/authentication

About Plain

Customer support for modern tools. Fast, flexible and extendable.

Action

Find Opportunity on Salesflare
Description:Finds opportunities according to props configured, if no prop configured returns all opportunities [See the docs here](https://api.salesflare.com/docs#operation/getOpportunities)
Version:0.0.2
Key:salesflare-find-opportunity

Salesflare Overview

The Salesflare API on Pipedream enables the automation of CRM tasks, enhancing customer relationship management with minimal manual effort. It provides seamless integration with Salesflare's functionalities such as managing contacts, accounts, opportunities, and tasks. By tapping into this API, you can synchronize customer data, automate follow-up reminders, or trigger personalized campaigns based on customer interactions. Essentially, it offers a bridge between Salesflare's rich CRM features and the plethora of apps supported by Pipedream, allowing for sophisticated, custom automation workflows that save time and boost efficiency.

Action Code

import app from "../../salesflare.app.mjs"; import utils from "../../common/utils.mjs"; export default { key: "salesflare-find-opportunity", version: "0.0.2", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: true, }, type: "action", name: "Find Opportunity", description: "Finds opportunities according to props configured, if no prop configured returns all opportunities [See the docs here](https://api.salesflare.com/docs#operation/getOpportunities)", props: { app, id: { propDefinition: [ app, "opportunityId", ], }, owner: { propDefinition: [ app, "userId", ], }, account: { propDefinition: [ app, "accountIds", ], type: "integer", label: "Account ID", description: "Account ID", }, assignee: { propDefinition: [ app, "userId", ], label: "Assignee", description: "Assignee", }, name: { propDefinition: [ app, "name", ], }, minValue: { type: "integer", label: "Min Value", description: "Min value, min `0`", optional: true, }, maxValue: { type: "integer", label: "Max Value", description: "Max value", optional: true, }, search: { propDefinition: [ app, "search", ], }, closed: { type: "boolean", label: "Closed", description: "Is closed", optional: true, }, done: { type: "boolean", label: "Done", description: "Is done", optional: true, }, details: { propDefinition: [ app, "details", ], }, }, async run ({ $ }) { const items = []; const pairs = { minValue: "min_value", maxValue: "max_value", }; const params = utils.extractProps(this, pairs); const resourcesStream = utils.getResourcesStream({ resourceFn: this.app.getOpportunities, resourceFnArgs: { $, params, }, }); for await (const item of resourcesStream) items.push(item); // eslint-disable-next-line multiline-ternary $.export("$summary", `${items.length} opporunit${items.length != 1 ? "ies" : "y"} has been found.`); return items; }, };

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
SalesflareappappThis component uses the Salesflare app.
Opportunity IDidintegerSelect a value from the drop down menu.
Owner IDownerintegerSelect a value from the drop down menu.
Account IDaccountintegerSelect a value from the drop down menu.
AssigneeassigneeintegerSelect a value from the drop down menu.
Namenamestring

Name

Min ValueminValueinteger

Min value, min 0

Max ValuemaxValueinteger

Max value

Searchsearchstring

Any search string.

Closedclosedboolean

Is closed

Donedoneboolean

Is done

Detailsdetailsboolean

Returns more detailed results, defaults to true

Action Authentication

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

You can make an API key in "Settings" > "API keys", and click on the large orange "+" button on the bottom right of the screen to create an API key.

About Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

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Popular Triggers

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Customer Deleted from the Plain API

Emit new event when a customer is deleted.

 
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Customer Updated from the Plain API

Emit new event when a customer is updated.

 
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Email Received from the Plain API

Emit new event when an email is received.

 
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Email Sent from the Plain API

Emit new event when an email is sent.

 
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Note Created from the Plain API

Emit new event when a note is created.

 
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Thread Assignment Transitioned from the Plain API

Emit new event when a thread assignment is transitioned.

 
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Thread Created from the Plain API

Emit new event when a thread is created.

 
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Thread Label Changed from the Plain API

Emit new event when a thread label is changed.

 
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Thread Priority Changed from the Plain API

Emit new event when a thread's priority is changed.

 
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Thread Status Changed from the Plain API

Emit new event when a thread's status is transitioned.

 
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New Account Event from the Salesflare API

Emit new events when new accounts are created. See the docs

 
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Emit new events when new workflows are created. See the docs

 
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Popular Actions

Add Customer to Group with the Plain API

Adds a customer to a customer group. See the documentation

 
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Create Customer Event with the Plain API

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Create Thread with the Plain API

Creates a new thread with a given customer. See the documentation

 
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Upsert Customer with the Plain API

Creates or updates customer with customer details. See the documentation

 
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Add Contact To Account with the Salesflare API

Adds a contact to an account See the docs here

 
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Add User To Account with the Salesflare API

Adds a user to an account See the docs here

 
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Create an account. See the docs here

 
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Create a call. See the docs here

 
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Create Task with the Salesflare API

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Find Account with the Salesflare API

Finds accounts according to props configured, if no prop configured returns all accounts, See the docs

 
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Find Contact with the Salesflare API

Finds contacts according to props configured, if no prop configured returns all contacts See the docs here

 
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Find Opportunity with the Salesflare API

Finds opportunities according to props configured, if no prop configured returns all opportunities See the docs here

 
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Find Person with the Salesflare API

Finds people according to props configured, if no prop configured returns all people See the docs here

 
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Find Pipeline Stage with the Salesflare API

Finds pipeline stages according to props configured, if no prop configured returns all stages See the docs here

 
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Find Users with the Salesflare API

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Find Workflow with the Salesflare API

Finds workflows according to props configured, if no prop configured returns all workflows, See the docs here

 
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Remove Contact From Workflow with the Salesflare API

Remove a contact from a workflow See the docs here

 
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Update Account with the Salesflare API

Update an account See the docs here

 
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Update Contact with the Salesflare API

Updates a contact. See the docs here

 
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Update Opportunity with the Salesflare API

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