186 lines
4.1 KiB
TypeScript
186 lines
4.1 KiB
TypeScript
import defineAction from '../../../../helpers/define-action';
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import { filterProvidedFields } from '../../common/filter-provided-fields';
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type LabelIds = { __id: string; leadLabelId: string }[];
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type LabelValue = { amount?: number; currency?: string };
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export default defineAction({
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name: 'Create lead',
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key: 'createLead',
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description: 'Creates a new lead.',
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arguments: [
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{
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label: 'Title',
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key: 'title',
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type: 'string' as const,
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required: true,
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description: '',
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variables: true,
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},
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{
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label: 'Person',
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key: 'personId',
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type: 'dropdown' as const,
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required: false,
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description:
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'Lead must be associated with at least one person or organization.',
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variables: true,
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source: {
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type: 'query',
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name: 'getDynamicData',
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arguments: [
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{
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name: 'key',
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value: 'listPersons',
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},
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],
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},
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},
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{
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label: 'Organization',
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key: 'organizationId',
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type: 'dropdown' as const,
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required: false,
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description:
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'Lead must be associated with at least one person or organization.',
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variables: true,
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source: {
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type: 'query',
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name: 'getDynamicData',
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arguments: [
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{
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name: 'key',
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value: 'listOrganizations',
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},
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],
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},
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},
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{
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label: 'Owner',
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key: 'ownerId',
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type: 'dropdown' as const,
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required: false,
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description:
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'Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.',
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variables: true,
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source: {
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type: 'query',
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name: 'getDynamicData',
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arguments: [
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{
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name: 'key',
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value: 'listUsers',
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},
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],
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},
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},
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{
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label: 'Lead Labels',
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key: 'labelIds',
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type: 'dynamic' as const,
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required: false,
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description: '',
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fields: [
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{
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label: 'Label',
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key: 'leadLabelId',
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type: 'dropdown' as const,
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required: false,
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variables: true,
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source: {
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type: 'query',
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name: 'getDynamicData',
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arguments: [
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{
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name: 'key',
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value: 'listLeadLabels',
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},
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],
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},
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},
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],
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},
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{
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label: 'Expected Close Date',
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key: 'expectedCloseDate',
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type: 'string' as const,
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required: false,
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description: 'E.g. 2023-10-23',
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variables: true,
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},
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{
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label: 'Lead Value',
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key: 'value',
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type: 'string' as const,
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required: false,
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description: 'E.g. 150',
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variables: true,
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},
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{
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label: 'Lead Value Currency',
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key: 'currency',
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type: 'dropdown' as const,
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required: false,
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description: 'This field is required if a Lead Value amount is provided.',
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variables: true,
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source: {
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type: 'query',
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name: 'getDynamicData',
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arguments: [
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{
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name: 'key',
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value: 'listCurrencies',
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},
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],
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},
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},
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],
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async run($) {
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const {
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title,
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personId,
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organizationId,
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ownerId,
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labelIds,
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expectedCloseDate,
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value,
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currency,
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} = $.step.parameters;
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const onlyLabelIds = (labelIds as LabelIds)
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.map((labelId) => labelId.leadLabelId)
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.filter(Boolean);
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const labelValue: LabelValue = {};
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if (value) {
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labelValue.amount = Number(value);
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}
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if (currency) {
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labelValue.currency = currency as string;
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}
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const fields = {
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title: title as string,
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person_id: Number(personId),
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organization_id: Number(organizationId),
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owner_id: Number(ownerId),
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expected_close_date: expectedCloseDate as string,
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label_ids: onlyLabelIds,
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value: labelValue,
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};
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const body = filterProvidedFields(fields);
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const {
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data: { data },
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} = await $.http.post('/api/v1/leads', body);
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$.setActionItem({
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raw: data,
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});
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},
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});
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