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