@activepieces/piece-moxie-crm 0.0.1

package/README.md

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+# pieces-moxie-crm
+
+This library was generated with [Nx](https://nx.dev).
+
+## Building
+
+Run `nx build pieces-moxie-crm` to build the library.

package/package.json

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+{
+  "name": "@activepieces/piece-moxie-crm",
+  "version": "0.0.1",
+  "dependencies": {
+    "@sinclair/typebox": "0.26.8",
+    "axios": "^1.6.0",
+    "dayjs": "1.11.9",
+    "is-base64": "1.1.0",
+    "lodash": "4.17.21",
+    "nanoid": "3.3.6",
+    "semver": "7.5.4",
+    "@activepieces/pieces-common": "0.2.5",
+    "@activepieces/pieces-framework": "0.7.4",
+    "@activepieces/shared": "0.10.40",
+    "tslib": "2.6.1"
+  },
+  "main": "./src/index.js",
+  "type": "commonjs"
+}

package/src/index.d.ts

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+export declare const moxieCRMAuth: import("@activepieces/pieces-framework").CustomAuthProperty<true, {
+    apiKey: import("@activepieces/pieces-framework").SecretTextProperty<true>;
+    baseUrl: import("@activepieces/pieces-framework").ShortTextProperty<true>;
+}>;
+export declare const moxieCrm: import("@activepieces/pieces-framework").Piece<import("@activepieces/pieces-framework").CustomAuthProperty<true, {
+    apiKey: import("@activepieces/pieces-framework").SecretTextProperty<true>;
+    baseUrl: import("@activepieces/pieces-framework").ShortTextProperty<true>;
+}>>;

package/src/index.js

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+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.moxieCrm = exports.moxieCRMAuth = void 0;
+const pieces_framework_1 = require("@activepieces/pieces-framework");
+const triggers_1 = require("./lib/triggers");
+const create_project_1 = require("./lib/actions/create-project");
+const create_client_1 = require("./lib/actions/create-client");
+const create_task_1 = require("./lib/actions/create-task");
+exports.moxieCRMAuth = pieces_framework_1.PieceAuth.CustomAuth({
+    required: true,
+    description: `
+  To obtain your Moxie CRM token, follow these steps:
+
+  1. Log in to your Moxie CRM account and click on **Workspace Settings** (Bottom left).
+  2. Click on **Connected Apps** and navigate to **Integrations** tab.
+  3. Now, under "Custom Integration", click on **Enable Custom Integration**.
+  4. Copy **API Key** and **Base URL** and click on Save button.
+  `,
+    props: {
+        apiKey: pieces_framework_1.PieceAuth.SecretText({
+            displayName: 'API Key',
+            description: 'The API Key of the Moxie CRM account',
+            required: true,
+        }),
+        baseUrl: pieces_framework_1.Property.ShortText({
+            displayName: 'Base URL',
+            description: 'The Base URL of the Moxie CRM account',
+            required: true,
+        }),
+    },
+});
+exports.moxieCrm = (0, pieces_framework_1.createPiece)({
+    displayName: 'Moxie CRM',
+    auth: exports.moxieCRMAuth,
+    minimumSupportedRelease: '0.9.0',
+    logoUrl: 'https://cdn.activepieces.com/pieces/moxie-crm.png',
+    authors: ['kishanprmr'],
+    actions: [
+        create_client_1.moxieCreateClientAction,
+        create_task_1.moxieCreateTaskAction,
+        create_project_1.moxieCreateProjectAction,
+    ],
+    triggers: triggers_1.moxieCRMTriggers,
+});
+//# sourceMappingURL=index.js.map

package/src/index.js.map

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package/src/lib/actions/create-client.d.ts

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+export declare const moxieCreateClientAction: import("@activepieces/pieces-framework").IAction<import("@activepieces/pieces-framework").CustomAuthProperty<true, {
+    apiKey: import("@activepieces/pieces-framework").SecretTextProperty<true>;
+    baseUrl: import("@activepieces/pieces-framework").ShortTextProperty<true>;
+}>, {
+    name: import("@activepieces/pieces-framework").ShortTextProperty<true>;
+    clientType: import("@activepieces/pieces-framework").StaticDropdownProperty<string, true>;
+    initials: import("@activepieces/pieces-framework").ShortTextProperty<false>;
+    address1: import("@activepieces/pieces-framework").ShortTextProperty<false>;
+    address2: import("@activepieces/pieces-framework").ShortTextProperty<false>;
+    city: import("@activepieces/pieces-framework").ShortTextProperty<false>;
+    locality: import("@activepieces/pieces-framework").ShortTextProperty<false>;
+    postal: import("@activepieces/pieces-framework").ShortTextProperty<false>;
+    country: import("@activepieces/pieces-framework").ShortTextProperty<false>;
+    website: import("@activepieces/pieces-framework").ShortTextProperty<false>;
+    phone: import("@activepieces/pieces-framework").ShortTextProperty<false>;
+    color: import("@activepieces/pieces-framework").ShortTextProperty<false>;
+    taxId: import("@activepieces/pieces-framework").ShortTextProperty<false>;
+    leadSource: import("@activepieces/pieces-framework").ShortTextProperty<false>;
+    archive: import("@activepieces/pieces-framework").CheckboxProperty<true>;
+    payInstructions: import("@activepieces/pieces-framework").LongTextProperty<false>;
+    hourlyAmount: import("@activepieces/pieces-framework").NumberProperty<false>;
+    roundingIncrement: import("@activepieces/pieces-framework").NumberProperty<false>;
+    currency: import("@activepieces/pieces-framework").ShortTextProperty<false>;
+    stripeClientId: import("@activepieces/pieces-framework").ShortTextProperty<false>;
+    notes: import("@activepieces/pieces-framework").LongTextProperty<false>;
+}>;

package/src/lib/actions/create-client.js

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+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.moxieCreateClientAction = void 0;
+const tslib_1 = require("tslib");
+const pieces_framework_1 = require("@activepieces/pieces-framework");
+const common_1 = require("../common");
+const __1 = require("../..");
+exports.moxieCreateClientAction = (0, pieces_framework_1.createAction)({
+    auth: __1.moxieCRMAuth,
+    name: 'moxie_create_client',
+    displayName: 'Create a Client',
+    description: 'Create a new client record in moxie CRM.',
+    props: {
+        name: pieces_framework_1.Property.ShortText({
+            displayName: 'Name',
+            required: true,
+        }),
+        clientType: pieces_framework_1.Property.StaticDropdown({
+            displayName: 'Client Type',
+            required: true,
+            defaultValue: 'Client',
+            options: {
+                disabled: false,
+                options: [
+                    {
+                        label: 'Client',
+                        value: 'Client',
+                    },
+                    {
+                        label: 'Prospect',
+                        value: 'Prospect',
+                    },
+                ],
+            },
+        }),
+        initials: pieces_framework_1.Property.ShortText({
+            displayName: 'Initials',
+            required: false,
+        }),
+        address1: pieces_framework_1.Property.ShortText({
+            displayName: 'Address 1',
+            required: false,
+        }),
+        address2: pieces_framework_1.Property.ShortText({
+            displayName: 'Address 2',
+            required: false,
+        }),
+        city: pieces_framework_1.Property.ShortText({
+            displayName: 'City',
+            required: false,
+        }),
+        locality: pieces_framework_1.Property.ShortText({
+            displayName: 'Locality',
+            required: false,
+        }),
+        postal: pieces_framework_1.Property.ShortText({
+            displayName: 'Postal',
+            required: false,
+        }),
+        country: pieces_framework_1.Property.ShortText({
+            displayName: 'Country',
+            required: false,
+            description: 'ISO 3166-1 alpha-2 country code',
+        }),
+        website: pieces_framework_1.Property.ShortText({
+            displayName: 'Website',
+            required: false,
+        }),
+        phone: pieces_framework_1.Property.ShortText({
+            displayName: 'Phone',
+            required: false,
+        }),
+        color: pieces_framework_1.Property.ShortText({
+            displayName: 'Color',
+            required: false,
+        }),
+        taxId: pieces_framework_1.Property.ShortText({
+            displayName: 'Tax ID',
+            required: false,
+        }),
+        leadSource: pieces_framework_1.Property.ShortText({
+            displayName: 'Lead Source',
+            required: false,
+        }),
+        archive: pieces_framework_1.Property.Checkbox({
+            displayName: 'Archive ?',
+            required: true,
+            defaultValue: false,
+        }),
+        payInstructions: pieces_framework_1.Property.LongText({
+            displayName: 'Pay Instructions',
+            required: false,
+        }),
+        hourlyAmount: pieces_framework_1.Property.Number({
+            displayName: 'Hourly Amount',
+            required: false,
+        }),
+        roundingIncrement: pieces_framework_1.Property.Number({
+            displayName: 'Rounding Increment',
+            required: false,
+        }),
+        currency: pieces_framework_1.Property.ShortText({
+            displayName: 'Currency',
+            required: false,
+            description: 'Valid 3-Letter ISO 4217 currency code.',
+        }),
+        stripeClientId: pieces_framework_1.Property.ShortText({
+            displayName: 'Stripe Client ID',
+            required: false,
+        }),
+        notes: pieces_framework_1.Property.LongText({
+            displayName: 'Notes',
+            required: false,
+        }),
+    },
+    run({ auth, propsValue }) {
+        return tslib_1.__awaiter(this, void 0, void 0, function* () {
+            const client = yield (0, common_1.makeClient)(auth);
+            return yield client.createClient(propsValue);
+        });
+    },
+});
+//# sourceMappingURL=create-client.js.map

package/src/lib/actions/create-client.js.map

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package/src/lib/actions/create-project.d.ts

@@ -0,0 +1,16 @@
+export declare const moxieCreateProjectAction: import("@activepieces/pieces-framework").IAction<import("@activepieces/pieces-framework").CustomAuthProperty<true, {
+    apiKey: import("@activepieces/pieces-framework").SecretTextProperty<true>;
+    baseUrl: import("@activepieces/pieces-framework").ShortTextProperty<true>;
+}>, {
+    name: import("@activepieces/pieces-framework").ShortTextProperty<true>;
+    clientName: import("@activepieces/pieces-framework").DropdownProperty<string, true>;
+    startDate: import("@activepieces/pieces-framework").DateTimeProperty<false>;
+    dueDate: import("@activepieces/pieces-framework").DateTimeProperty<false>;
+    portalAccess: import("@activepieces/pieces-framework").StaticDropdownProperty<string, true>;
+    showTimeWorkedInPortal: import("@activepieces/pieces-framework").CheckboxProperty<false>;
+    feeType: import("@activepieces/pieces-framework").StaticDropdownProperty<string, true>;
+    amount: import("@activepieces/pieces-framework").NumberProperty<false>;
+    estimateMax: import("@activepieces/pieces-framework").NumberProperty<false>;
+    estimateMin: import("@activepieces/pieces-framework").NumberProperty<false>;
+    taxable: import("@activepieces/pieces-framework").CheckboxProperty<false>;
+}>;

package/src/lib/actions/create-project.js

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+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.moxieCreateProjectAction = void 0;
+const tslib_1 = require("tslib");
+const pieces_framework_1 = require("@activepieces/pieces-framework");
+const common_1 = require("../common");
+const __1 = require("../..");
+exports.moxieCreateProjectAction = (0, pieces_framework_1.createAction)({
+    auth: __1.moxieCRMAuth,
+    name: 'moxie_create_project',
+    description: 'Creates a new project in moxie CRM.',
+    displayName: 'Create a Project',
+    props: {
+        name: pieces_framework_1.Property.ShortText({
+            displayName: 'Project Name',
+            required: true,
+        }),
+        clientName: pieces_framework_1.Property.Dropdown({
+            displayName: 'Client',
+            required: true,
+            refreshers: [],
+            options: ({ auth }) => tslib_1.__awaiter(void 0, void 0, void 0, function* () {
+                if (!auth) {
+                    return {
+                        disabled: true,
+                        placeholder: 'Connect your account first',
+                        options: [],
+                    };
+                }
+                const client = yield (0, common_1.makeClient)(auth);
+                const clients = yield client.listClients();
+                return {
+                    disabled: false,
+                    options: clients.map((client) => {
+                        return {
+                            label: client.name,
+                            value: client.name,
+                        };
+                    }),
+                };
+            }),
+        }),
+        startDate: pieces_framework_1.Property.DateTime({
+            displayName: 'Start Date',
+            description: 'Please enter date in YYYY-MM-DD format.',
+            required: false,
+        }),
+        dueDate: pieces_framework_1.Property.DateTime({
+            displayName: 'Due Date',
+            description: 'Please enter date in YYYY-MM-DD format.',
+            required: false,
+        }),
+        portalAccess: pieces_framework_1.Property.StaticDropdown({
+            displayName: 'Client Portal Access',
+            description: 'One of: None, Overview, Full access, or Read only.',
+            required: true,
+            defaultValue: 'Read Only',
+            options: {
+                options: [
+                    {
+                        label: 'Not Visible',
+                        value: 'None',
+                    },
+                    {
+                        label: 'Overview only',
+                        value: 'Overview',
+                    },
+                    {
+                        label: 'Read only project collaboration',
+                        value: 'Read only',
+                    },
+                    {
+                        label: 'Full project collaboration',
+                        value: 'Full access',
+                    },
+                ],
+            },
+        }),
+        showTimeWorkedInPortal: pieces_framework_1.Property.Checkbox({
+            displayName: 'Show time worked in portal ?',
+            required: false,
+            defaultValue: true,
+        }),
+        feeType: pieces_framework_1.Property.StaticDropdown({
+            displayName: 'Fee Type',
+            description: 'One of: Hourly, Fixed Price, Retainer, Per Item.',
+            required: true,
+            options: {
+                options: [
+                    {
+                        label: 'Hourly',
+                        value: 'Hourly',
+                    },
+                    {
+                        label: 'Fixed Price',
+                        value: 'Fixed Price',
+                    },
+                    {
+                        label: 'Retainer',
+                        value: 'Retainer',
+                    },
+                    {
+                        label: 'Per Item',
+                        value: 'Per Item',
+                    },
+                ],
+            },
+        }),
+        amount: pieces_framework_1.Property.Number({
+            displayName: 'Amount',
+            required: false,
+            defaultValue: 0,
+        }),
+        estimateMax: pieces_framework_1.Property.Number({
+            displayName: 'Estimate maximum Amount',
+            required: false,
+            defaultValue: 0,
+        }),
+        estimateMin: pieces_framework_1.Property.Number({
+            displayName: 'Estimate minimum Amount',
+            required: false,
+            defaultValue: 0,
+        }),
+        taxable: pieces_framework_1.Property.Checkbox({
+            displayName: 'Is amount taxable ?',
+            required: false,
+            defaultValue: false,
+        }),
+    },
+    run({ auth, propsValue }) {
+        return tslib_1.__awaiter(this, void 0, void 0, function* () {
+            const { name, clientName, portalAccess, showTimeWorkedInPortal, feeType, amount, estimateMax, estimateMin, taxable, } = propsValue;
+            const dueDate = (0, common_1.reformatDate)(propsValue.dueDate);
+            const startDate = (0, common_1.reformatDate)(propsValue.startDate);
+            const client = yield (0, common_1.makeClient)(auth);
+            return yield client.createProject({
+                name,
+                clientName,
+                startDate,
+                dueDate,
+                portalAccess,
+                showTimeWorkedInPortal,
+                feeSchedule: {
+                    feeType,
+                    amount,
+                    estimateMax,
+                    estimateMin,
+                    taxable,
+                },
+            });
+        });
+    },
+});
+//# sourceMappingURL=create-project.js.map

package/src/lib/actions/create-project.js.map

@@ -0,0 +1 @@
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package/src/lib/actions/create-task.d.ts

@@ -0,0 +1,16 @@
+export declare const moxieCreateTaskAction: import("@activepieces/pieces-framework").IAction<import("@activepieces/pieces-framework").CustomAuthProperty<true, {
+    apiKey: import("@activepieces/pieces-framework").SecretTextProperty<true>;
+    baseUrl: import("@activepieces/pieces-framework").ShortTextProperty<true>;
+}>, {
+    name: import("@activepieces/pieces-framework").ShortTextProperty<true>;
+    clientName: import("@activepieces/pieces-framework").DropdownProperty<string, true>;
+    projectName: import("@activepieces/pieces-framework").DropdownProperty<string, true>;
+    status: import("@activepieces/pieces-framework").DropdownProperty<string, true>;
+    description: import("@activepieces/pieces-framework").LongTextProperty<false>;
+    startDate: import("@activepieces/pieces-framework").DateTimeProperty<false>;
+    dueDate: import("@activepieces/pieces-framework").DateTimeProperty<false>;
+    priority: import("@activepieces/pieces-framework").NumberProperty<false>;
+    tasks: import("@activepieces/pieces-framework").ArrayProperty<false>;
+    assignedTo: import("@activepieces/pieces-framework").ArrayProperty<false>;
+    customValues: import("@activepieces/pieces-framework").ObjectProperty<false>;
+}>;

package/src/lib/actions/create-task.js

@@ -0,0 +1,154 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.moxieCreateTaskAction = void 0;
+const tslib_1 = require("tslib");
+const pieces_framework_1 = require("@activepieces/pieces-framework");
+const common_1 = require("../common");
+const __1 = require("../..");
+exports.moxieCreateTaskAction = (0, pieces_framework_1.createAction)({
+    auth: __1.moxieCRMAuth,
+    name: 'moxie_create_task',
+    displayName: 'Create a Task',
+    description: 'Create a task in project.',
+    props: {
+        name: pieces_framework_1.Property.ShortText({
+            displayName: 'Name',
+            required: true,
+        }),
+        clientName: pieces_framework_1.Property.Dropdown({
+            displayName: 'Client Name',
+            description: 'Exact match of a client name in your CRM',
+            required: true,
+            refreshers: [],
+            options: ({ auth }) => tslib_1.__awaiter(void 0, void 0, void 0, function* () {
+                if (!auth) {
+                    return {
+                        disabled: true,
+                        placeholder: 'Connect your account first',
+                        options: [],
+                    };
+                }
+                const client = yield (0, common_1.makeClient)(auth);
+                const clients = yield client.listClients();
+                return {
+                    disabled: false,
+                    options: clients.map((client) => {
+                        return {
+                            label: client.name,
+                            value: client.name,
+                        };
+                    }),
+                };
+            }),
+        }),
+        projectName: pieces_framework_1.Property.Dropdown({
+            displayName: 'Project Name',
+            description: 'Exact match of a project that is owned by the client.',
+            required: true,
+            refreshers: ['clientName'],
+            options: ({ auth, clientName }) => tslib_1.__awaiter(void 0, void 0, void 0, function* () {
+                if (!auth || !clientName) {
+                    return {
+                        disabled: true,
+                        placeholder: 'Connect your account first and select client',
+                        options: [],
+                    };
+                }
+                const client = yield (0, common_1.makeClient)(auth);
+                const projects = yield client.searchProjects(clientName);
+                return {
+                    disabled: false,
+                    options: projects.map((project) => {
+                        return {
+                            label: project.name,
+                            value: project.name,
+                        };
+                    }),
+                };
+            }),
+        }),
+        status: pieces_framework_1.Property.Dropdown({
+            displayName: 'Status',
+            required: true,
+            defaultValue: 'Not Started',
+            refreshers: [],
+            options: ({ auth }) => tslib_1.__awaiter(void 0, void 0, void 0, function* () {
+                if (!auth) {
+                    return {
+                        disabled: true,
+                        placeholder: 'Connect your account first',
+                        options: [],
+                    };
+                }
+                const client = yield (0, common_1.makeClient)(auth);
+                const stages = yield client.listProjectTaskStages();
+                return {
+                    disabled: false,
+                    options: stages.map((stage) => {
+                        return {
+                            label: stage.label,
+                            value: stage.label,
+                        };
+                    }),
+                };
+            }),
+        }),
+        description: pieces_framework_1.Property.LongText({
+            displayName: 'Description',
+            required: false,
+        }),
+        startDate: pieces_framework_1.Property.DateTime({
+            displayName: 'Start Date',
+            required: false,
+            description: 'ISO 8601 format date i.e. 2023-07-20',
+        }),
+        dueDate: pieces_framework_1.Property.DateTime({
+            displayName: 'Due Date',
+            required: false,
+            description: 'ISO 8601 format date i.e. 2023-07-20',
+        }),
+        priority: pieces_framework_1.Property.Number({
+            displayName: 'Priority',
+            required: false,
+            description: 'Numeric priority for sorting in kanban.',
+        }),
+        tasks: pieces_framework_1.Property.Array({
+            displayName: 'Subtasks',
+            required: false,
+        }),
+        assignedTo: pieces_framework_1.Property.Array({
+            displayName: 'Assigned To',
+            required: false,
+            description: 'email addresses of users in the workspace.',
+        }),
+        customValues: pieces_framework_1.Property.Object({
+            displayName: 'Custom Values',
+            required: false,
+        }),
+    },
+    run({ auth, propsValue }) {
+        return tslib_1.__awaiter(this, void 0, void 0, function* () {
+            const { name, clientName, projectName, status, description, priority } = propsValue;
+            const dueDate = (0, common_1.reformatDate)(propsValue.dueDate);
+            const startDate = (0, common_1.reformatDate)(propsValue.startDate);
+            const tasks = propsValue.tasks || [];
+            const assignedTo = propsValue.assignedTo || [];
+            const customValues = propsValue.customValues || {};
+            const client = yield (0, common_1.makeClient)(auth);
+            return yield client.createTask({
+                name,
+                clientName,
+                projectName,
+                status,
+                description,
+                dueDate,
+                startDate,
+                priority,
+                tasks,
+                assignedTo,
+                customValues,
+            });
+        });
+    },
+});
+//# sourceMappingURL=create-task.js.map

package/src/lib/actions/create-task.js.map

@@ -0,0 +1 @@
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package/src/lib/common/client.d.ts

@@ -0,0 +1,16 @@
+import { HttpMethod, HttpMessageBody, HttpResponse, QueryParams } from '@activepieces/pieces-common';
+import { ContactCreateRequest, ClientCreateRequest, ClientListResponse, TaskCreateRequest, ProjectCreateRequest, ProjectSearchResponse, ProjectTaskStageListResponse } from './models';
+export declare class MoxieCRMClient {
+    private baseUrl;
+    private apiKey;
+    constructor(baseUrl: string, apiKey: string);
+    makeRequest<T extends HttpMessageBody>(method: HttpMethod, resourceUri: string, body?: any | undefined, query?: QueryParams): Promise<HttpResponse<T>>;
+    createContact(request: ContactCreateRequest): Promise<HttpMessageBody>;
+    createClient(request: ClientCreateRequest): Promise<HttpMessageBody>;
+    listClients(): Promise<ClientListResponse[]>;
+    listInvoiceTemplates(): Promise<string[]>;
+    createProject(request: ProjectCreateRequest): Promise<HttpMessageBody>;
+    createTask(request: TaskCreateRequest): Promise<HttpMessageBody>;
+    searchProjects(clientName: string): Promise<ProjectSearchResponse[]>;
+    listProjectTaskStages(): Promise<ProjectTaskStageListResponse[]>;
+}