Add Adversus Actions: Create/Update Lead, Add Note/Activity, Change Lead Status, Assign to Campaign

components/adversus/README.md

@@ -2,6 +2,10 @@
 
 Adversus is a powerful dialer and CRM platform tailored to streamline outbound call center operations and enhance sales processes. Leveraging the Adversus API with Pipedream opens up immense possibilities for automating call workflows, syncing lead data, and crafting custom triggers based on call outcomes or performance metrics. By creating serverless workflows on Pipedream, you can connect Adversus to a myriad of other apps and services to optimize lead management, automate repetitive tasks, and gain real-time insights into your sales funnel.
 
+# API Documentation
+
+For detailed API documentation, please refer to: https://solutions.adversus.io/api
+
 # Example Use Cases
 
 - **Automated Lead Syncing with CRM**: Whenever a new lead is added to Adversus, the workflow automatically syncs this lead to your chosen CRM, such as Salesforce or HubSpot. It ensures that any updates made by the sales team in Adversus reflect in the CRM, keeping both systems in harmony and up-to-date.

components/adversus/actions/add-note-activity/add-note-activity.mjs

@@ -0,0 +1,89 @@
+import adversus from "../../adversus.app.mjs";
+
+export default {
+  key: "adversus-add-note-activity",
+  name: "Add Note or Activity",
+  description: "Add a note or activity to a lead in Adversus. [See the API documentation](https://solutions.adversus.io/api).",
+  version: "0.0.1",
+  annotations: {
+    destructiveHint: false,
+    openWorldHint: true,
+    readOnlyHint: false,
+  },
+  type: "action",
+  props: {
+    adversus,
+    leadId: {
+      propDefinition: [
+        adversus,
+        "leadId",
+      ],
+    },
+    note: {
+      type: "string",
+      label: "Note",
+      description: "The note text to add to the lead",
+      optional: true,
+    },
+    activityType: {
+      type: "string",
+      label: "Activity Type",
+      description: "The type of activity (e.g., 'call', 'email', 'meeting')",
+      optional: true,
+    },
+    activityDescription: {
+      type: "string",
+      label: "Activity Description",
+      description: "The description of the activity",
+      optional: true,
+    },
+    additionalFields: {
+      type: "object",
+      label: "Additional Fields",
+      description: "Additional fields to include in the note or activity",
+      optional: true,
+    },
+  },
+  /**
+   * Execute the action to add a note or activity to a lead
+   * @param {Object} $ - Pipedream context
+   * @returns {Promise} The response from adding note/activity
+   */
+  async run({ $ }) {
+    const promises = [];
+
+    if (this.note) {
+      promises.push(
+        this.adversus.addNoteToLead(this.leadId, {
+          data: {
+            note: this.note,
+            ...(this.additionalFields || {}),
+          },
+        })
+      );
+    }
+
+    if (this.activityType || this.activityDescription) {
+      promises.push(
+        this.adversus.addActivityToLead(this.leadId, {
+          data: {
+            ...(this.activityType && { type: this.activityType }),
+            ...(this.activityDescription && { description: this.activityDescription }),
+            ...(this.additionalFields || {}),
+          },
+        })
+      );
+    }
+
+    if (promises.length === 0) {
+      throw new Error("Either 'Note' or 'Activity Type'/'Activity Description' must be provided");
+    }
+
+    const results = await Promise.all(promises);
+
+    $.export("$summary", `Successfully added ${promises.length} item(s) to lead ${this.leadId}`);
+
+    return results.length === 1 ? results[0] : results;
+  },
+};
+

components/adversus/actions/assign-to-campaign/assign-to-campaign.mjs

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+import adversus from "../../adversus.app.mjs";
+
+export default {
+  key: "adversus-assign-to-campaign",
+  name: "Assign Lead to Campaign",
+  description: "Assign a lead to a campaign in Adversus. [See the API documentation](https://solutions.adversus.io/api).",
+  version: "0.0.1",
+  annotations: {
+    destructiveHint: true,
+    openWorldHint: true,
+    readOnlyHint: false,
+  },
+  type: "action",
+  props: {
+    adversus,
+    leadId: {
+      propDefinition: [
+        adversus,
+        "leadId",
+      ],
+    },
+    campaignId: {
+      propDefinition: [
+        adversus,
+        "campaignId",
+      ],
+    },
+    additionalFields: {
+      type: "object",
+      label: "Additional Fields",
+      description: "Additional fields to include when assigning to campaign",
+      optional: true,
+    },
+  },
+  /**
+   * Execute the action to assign a lead to a campaign
+   * @param {Object} $ - Pipedream context
+   * @returns {Promise} The response from assigning the lead to campaign
+   */
+  async run({ $ }) {
+    const response = await this.adversus.assignLeadToCampaign(this.leadId, this.campaignId, {
+      data: {
+        ...(this.additionalFields || {}),
+      },
+    });
+
+    $.export("$summary", `Successfully assigned lead ${this.leadId} to campaign ${this.campaignId}`);
+
+    return response;
+  },
+};
+

components/adversus/actions/change-lead-status/change-lead-status.mjs

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+import adversus from "../../adversus.app.mjs";
+
+export default {
+  key: "adversus-change-lead-status",
+  name: "Change Lead Status",
+  description: "Change the status of a lead in Adversus. [See the API documentation](https://solutions.adversus.io/api).",
+  version: "0.0.1",
+  annotations: {
+    destructiveHint: true,
+    openWorldHint: true,
+    readOnlyHint: false,
+  },
+  type: "action",
+  props: {
+    adversus,
+    leadId: {
+      propDefinition: [
+        adversus,
+        "leadId",
+      ],
+    },
+    statusId: {
+      propDefinition: [
+        adversus,
+        "statusId",
+      ],
+    },
+    additionalFields: {
+      type: "object",
+      label: "Additional Fields",
+      description: "Additional fields to include when changing the status",
+      optional: true,
+    },
+  },
+  /**
+   * Execute the action to change a lead's status
+   * @param {Object} $ - Pipedream context
+   * @returns {Promise} The response from changing the lead status
+   */
+  async run({ $ }) {
+    const response = await this.adversus.changeLeadStatus(this.leadId, this.statusId, {
+      data: {
+        ...(this.additionalFields || {}),
+      },
+    });
+
+    $.export("$summary", `Successfully changed status of lead ${this.leadId} to status ${this.statusId}`);
+
+    return response;
+  },
+};
+

components/adversus/actions/create-or-update-lead/create-or-update-lead.mjs

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+import adversus from "../../adversus.app.mjs";
+
+export default {
+  key: "adversus-create-or-update-lead",
+  name: "Create or Update Lead",
+  description: "Create a new lead or update an existing lead in Adversus. [See the API documentation](https://solutions.adversus.io/api).",
+  version: "0.0.1",
+  annotations: {
+    destructiveHint: true,
+    openWorldHint: true,
+    readOnlyHint: false,
+  },
+  type: "action",
+  props: {
+    adversus,
+    firstName: {
+      type: "string",
+      label: "First Name",
+      description: "The first name of the lead",
+      optional: true,
+    },
+    lastName: {
+      type: "string",
+      label: "Last Name",
+      description: "The last name of the lead",
+      optional: true,
+    },
+    email: {
+      type: "string",
+      label: "Email",
+      description: "The email address of the lead",
+      optional: true,
+    },
+    phone: {
+      type: "string",
+      label: "Phone",
+      description: "The phone number of the lead",
+      optional: true,
+    },
+    leadId: {
+      propDefinition: [
+        adversus,
+        "leadId",
+      ],
+      description: "The ID of the lead to update (leave empty to create a new lead)",
+      optional: true,
+    },
+    additionalFields: {
+      type: "object",
+      label: "Additional Fields",
+      description: "Additional fields to include in the lead data",
+      optional: true,
+    },
+  },
+  /**
+   * Execute the action to create or update a lead
+   * @param {Object} $ - Pipedream context
+   * @returns {Promise} The created or updated lead response
+   */
+  async run({ $ }) {
+    const data = {
+      ...(this.firstName && { firstName: this.firstName }),
+      ...(this.lastName && { lastName: this.lastName }),
+      ...(this.email && { email: this.email }),
+      ...(this.phone && { phone: this.phone }),
+      ...(this.additionalFields || {}),
+    };
+
+    if (!Object.keys(data).length) {
+      throw new Error("At least one field must be provided to create or update a lead. Please provide firstName, lastName, email, phone, or additionalFields.");
+    }
+
+    const response = this.leadId
+      ? await this.adversus.updateLead(this.leadId, { data })
+      : await this.adversus.createLead({ data });
+
+    $.export("$summary", this.leadId 
+      ? `Successfully updated lead ${this.leadId}` 
+      : "Successfully created new lead");
+
+    return response;
+  },
+};
+