update-deal.ts•15.6 kB
import { createAction, Property } from '@activepieces/pieces-framework';
import { HttpMethod } from '@activepieces/pieces-common';
import { teamleaderAuth } from '../common/auth';
import { teamleaderCommon } from '../common/client';
export const updateDeal = createAction({
name: 'update_deal',
displayName: 'Update Deal',
description: 'Modify deal properties',
auth: teamleaderAuth,
props: {
deal_id: Property.Dropdown({
displayName: 'Deal',
description: 'Select the deal to update',
required: true,
refreshers: [],
options: async ({ auth }) => {
if (!auth) return {
disabled: true,
options: [],
placeholder: 'Please authenticate first'
};
try {
const response = await teamleaderCommon.apiCall({
auth: auth as any,
method: HttpMethod.POST,
resourceUri: '/deals.list',
body: {}
});
return {
disabled: false,
options: response.body.data.map((deal: any) => ({
label: deal.title,
value: deal.id
}))
};
} catch (error) {
return {
disabled: true,
options: [],
placeholder: 'Error loading deals'
};
}
}
}),
title: Property.ShortText({
displayName: 'Deal Title',
description: 'Title of the deal',
required: false,
}),
customer_type: Property.StaticDropdown({
displayName: 'Customer Type',
description: 'Type of customer for this deal',
required: false,
options: {
options: [
{ label: 'Company', value: 'company' },
{ label: 'Contact', value: 'contact' }
]
}
}),
customer_id: Property.Dropdown({
displayName: 'Customer',
description: 'Select the customer (company or contact)',
required: false,
refreshers: ['customer_type'],
options: async ({ auth, customer_type }) => {
if (!auth) return {
disabled: true,
options: [],
placeholder: 'Please authenticate first'
};
if (!customer_type) return {
disabled: true,
options: [],
placeholder: 'Please select customer type first'
};
try {
if (customer_type === 'company') {
const response = await teamleaderCommon.apiCall({
auth: auth as any,
method: HttpMethod.POST,
resourceUri: '/companies.list',
body: {}
});
return {
disabled: false,
options: response.body.data.map((company: any) => ({
label: company.name,
value: company.id
}))
};
} else {
const response = await teamleaderCommon.apiCall({
auth: auth as any,
method: HttpMethod.POST,
resourceUri: '/contacts.list',
body: {}
});
return {
disabled: false,
options: response.body.data.map((contact: any) => ({
label: `${contact.first_name} ${contact.last_name || ''}`.trim(),
value: contact.id
}))
};
}
} catch (error) {
return {
disabled: true,
options: [],
placeholder: 'Error loading customers'
};
}
}
}),
contact_person_id: Property.Dropdown({
displayName: 'Contact Person',
description: 'Contact person for this deal (for company customers)',
required: false,
refreshers: ['customer_type', 'customer_id'],
options: async ({ auth, customer_type, customer_id }) => {
if (!auth) return {
disabled: true,
options: [],
placeholder: 'Please authenticate first'
};
if (customer_type !== 'company' || !customer_id) return {
disabled: true,
options: [],
placeholder: 'Only available for company customers'
};
try {
const response = await teamleaderCommon.apiCall({
auth: auth as any,
method: HttpMethod.POST,
resourceUri: '/companies.info',
body: {
id: customer_id,
includes: 'related_contacts'
}
});
const relatedContacts = response.body.data.related_contacts || [];
return {
disabled: false,
options: relatedContacts.map((contact: any) => ({
label: `${contact.first_name} ${contact.last_name || ''}`.trim(),
value: contact.id
}))
};
} catch (error) {
return {
disabled: true,
options: [],
placeholder: 'Error loading contacts'
};
}
}
}),
summary: Property.LongText({
displayName: 'Summary',
description: 'Additional information about the deal',
required: false,
}),
source_id: Property.Dropdown({
displayName: 'Source',
description: 'How the lead was acquired',
required: false,
refreshers: [],
options: async ({ auth }) => {
if (!auth) return {
disabled: true,
options: [],
placeholder: 'Please authenticate first'
};
try {
const response = await teamleaderCommon.apiCall({
auth: auth as any,
method: HttpMethod.POST,
resourceUri: '/dealSources.list',
body: {}
});
return {
disabled: false,
options: response.body.data.map((source: any) => ({
label: source.name,
value: source.id
}))
};
} catch (error) {
return {
disabled: true,
options: [],
placeholder: 'Error loading sources'
};
}
}
}),
department_id: Property.Dropdown({
displayName: 'Department',
description: 'Department responsible for this deal',
required: false,
refreshers: [],
options: async ({ auth }) => {
if (!auth) return {
disabled: true,
options: [],
placeholder: 'Please authenticate first'
};
try {
const response = await teamleaderCommon.apiCall({
auth: auth as any,
method: HttpMethod.POST,
resourceUri: '/departments.list',
body: {
filter: {
status: ['active']
}
}
});
return {
disabled: false,
options: response.body.data.map((department: any) => ({
label: department.name,
value: department.id
}))
};
} catch (error) {
return {
disabled: true,
options: [],
placeholder: 'Error loading departments'
};
}
}
}),
responsible_user_id: Property.Dropdown({
displayName: 'Responsible User',
description: 'User responsible for this deal',
required: false,
refreshers: [],
options: async ({ auth }) => {
if (!auth) return {
disabled: true,
options: [],
placeholder: 'Please authenticate first'
};
try {
const response = await teamleaderCommon.apiCall({
auth: auth as any,
method: HttpMethod.POST,
resourceUri: '/users.list',
body: {
filter: {
status: ['active']
}
}
});
return {
disabled: false,
options: response.body.data.map((user: any) => ({
label: `${user.first_name} ${user.last_name}`,
value: user.id
}))
};
} catch (error) {
return {
disabled: true,
options: [],
placeholder: 'Error loading users'
};
}
}
}),
estimated_value_amount: Property.Number({
displayName: 'Estimated Value',
description: 'Deal value amount',
required: false,
}),
estimated_value_currency: Property.StaticDropdown({
displayName: 'Value Currency',
description: 'Currency for the estimated value',
required: false,
options: {
options: [
{ label: 'Euro (EUR)', value: 'EUR' },
{ label: 'US Dollar (USD)', value: 'USD' },
{ label: 'British Pound (GBP)', value: 'GBP' },
{ label: 'Canadian Dollar (CAD)', value: 'CAD' },
{ label: 'Swiss Franc (CHF)', value: 'CHF' },
{ label: 'Danish Krone (DKK)', value: 'DKK' },
{ label: 'Norwegian Krone (NOK)', value: 'NOK' },
{ label: 'Swedish Krona (SEK)', value: 'SEK' },
{ label: 'Japanese Yen (JPY)', value: 'JPY' },
{ label: 'Chinese Yuan (CNY)', value: 'CNY' }
]
}
}),
estimated_probability: Property.Number({
displayName: 'Estimated Probability',
description: 'Win probability (0-1, e.g., 0.75 for 75%)',
required: false,
}),
estimated_closing_date: Property.DateTime({
displayName: 'Estimated Closing Date',
description: 'Expected deal closing date',
required: false,
}),
custom_fields: Property.Array({
displayName: 'Custom Fields',
description: 'Custom field values',
required: false,
properties: {
id: Property.ShortText({
displayName: 'Field ID',
description: 'Custom field identifier',
required: true,
}),
value: Property.ShortText({
displayName: 'Value',
description: 'Field value',
required: true,
})
}
}),
},
async run(context) {
const dealUpdate: Record<string, any> = {
id: context.propsValue.deal_id,
};
if (context.propsValue.customer_type && context.propsValue.customer_id) {
dealUpdate['lead'] = {
customer: {
type: context.propsValue.customer_type,
id: context.propsValue.customer_id
}
};
if (context.propsValue.contact_person_id) {
dealUpdate['lead']['contact_person_id'] = context.propsValue.contact_person_id;
}
}
if (context.propsValue.title !== undefined) dealUpdate['title'] = context.propsValue.title;
if (context.propsValue.summary !== undefined) dealUpdate['summary'] = context.propsValue.summary;
if (context.propsValue.source_id !== undefined) dealUpdate['source_id'] = context.propsValue.source_id;
if (context.propsValue.department_id !== undefined) dealUpdate['department_id'] = context.propsValue.department_id;
if (context.propsValue.responsible_user_id !== undefined) dealUpdate['responsible_user_id'] = context.propsValue.responsible_user_id;
if (context.propsValue.estimated_value_amount !== undefined && context.propsValue.estimated_value_currency !== undefined) {
dealUpdate['estimated_value'] = {
amount: context.propsValue.estimated_value_amount,
currency: context.propsValue.estimated_value_currency
};
}
if (context.propsValue.estimated_probability !== undefined) {
dealUpdate['estimated_probability'] = context.propsValue.estimated_probability;
}
if (context.propsValue.estimated_closing_date !== undefined) {
const closingDate = new Date(context.propsValue.estimated_closing_date);
dealUpdate['estimated_closing_date'] = closingDate.toISOString().split('T')[0];
}
if (context.propsValue.custom_fields && context.propsValue.custom_fields.length > 0) {
dealUpdate['custom_fields'] = context.propsValue.custom_fields.map((fieldObj: any) => ({
id: fieldObj.id,
value: fieldObj.value
}));
}
await teamleaderCommon.apiCall({
auth: context.auth,
method: HttpMethod.POST,
resourceUri: '/deals.update',
body: dealUpdate
});
return {
success: true,
message: 'Deal updated successfully',
deal_id: context.propsValue.deal_id
};
},
});