Create Contact with Connectwise PSA API on New Inbound SES Emails from AWS API

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New Inbound SES Emails from the AWS API

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Create Contact with the Connectwise PSA API

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Getting Started#

This integration creates a workflow with a AWS trigger and Connectwise PSA action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Inbound SES Emails trigger
1. Connect your AWS account
2. Select a AWS Region
3. Select a SES Domain
Configure the Create Contact action
1. Connect your Connectwise PSA account
2. Configure First Name
3. Configure Last Name
4. Optional- Configure Email
5. Select one or more Types
6. Optional- Select a Company
7. Optional- Select a Relationship
8. Optional- Select a Department
9. Optional- Configure Phone
10. Optional- Configure Address Line 1
11. Optional- Configure Address Line 2
12. Optional- Configure City
13. Optional- Configure State
14. Optional- Configure Zip
15. Optional- Select a Country
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Inbound SES Emails on AWS

Description:The source subscribes to all emails delivered to a specific domain configured in AWS SES. When an email is sent to any address at the domain, this event source emits that email as a formatted event. These events can trigger a Pipedream workflow and can be consumed via SSE or REST API.

Version:1.2.3

Key:aws-new-emails-sent-to-ses-catch-all-domain

View on GitHub

AWS Overview#

The AWS API unlocks endless possibilities for automation with Pipedream. With this powerful combo, you can manage your AWS services and resources, automate deployment workflows, process data, and react to events across your AWS infrastructure. Pipedream offers a serverless platform for creating workflows triggered by various events that can execute AWS SDK functions, making it an efficient tool to integrate, automate, and orchestrate tasks across AWS services and other apps.

Trigger Code#

import { v4 as uuid } from "uuid";
import base from "../common/ses.mjs";
import commonS3 from "../../common/common-s3.mjs";
import { toSingleLineString } from "../../common/utils.mjs";
import { simpleParser } from "mailparser";

export default {
  ...base,
  key: "aws-new-emails-sent-to-ses-catch-all-domain",
  name: "New Inbound SES Emails",
  description: toSingleLineString(`
    The source subscribes to all emails delivered to a
    specific domain configured in AWS SES.
    When an email is sent to any address at the domain,
    this event source emits that email as a formatted event.
    These events can trigger a Pipedream workflow and can be consumed via SSE or REST API.
  `),
  type: "source",
  version: "1.2.3",
  props: {
    ...base.props,
    domain: {
      label: "SES Domain",
      description: "The domain you'd like to configure a catch-all handler for",
      type: "string",
      async options() {
        const { Identities: identities } = await this.listIdentities();
        return identities;
      },
    },
  },
  methods: {
    ...base.methods,
    ...commonS3.methods,
    getReceiptRule(bucketName, topicArn) {
      const name = `pd-catchall-${uuid()}`;
      const rule = {
        Name: name,
        Enabled: true,
        Actions: [
          {
            S3Action: {
              TopicArn: topicArn,
              BucketName: bucketName,
            },
          },
        ],
        Recipients: [
          this.domain,
        ],
        ScanEnabled: true,
      };
      return {
        name,
        rule,
      };
    },
    async processEvent(event) {
      const { body } = event;
      const { Message: rawMessage } = body;
      if (!rawMessage) {
        console.log("No message present, exiting");
        return;
      }

      const { "x-amz-sns-message-id": id } = event.headers;
      const { Timestamp: ts } = event.body;
      const meta = {
        id,
        ts,
      };

      try {
        const message = JSON.parse(rawMessage);
        const {
          bucketName: Bucket,
          objectKey: Key,
        } = message.receipt.action;

        const { Body } = await this.getObject({
          Bucket,
          Key,
        });
        const parsed = await simpleParser(Body);
        for (const attachment of parsed.attachments || []) {
          if (!attachment.content) continue;
          attachment.content_b64 = attachment.content.toString("base64");
          delete attachment.content;
        }

        // Emit to the default channel
        this.$emit(parsed, {
          id,
          summary: parsed.subject,
          ts,
        });

        // and a channel specific to the email address
        const address = parsed.to?.[0]?.address;
        if (address) {
          this.$emit(parsed, {
            id,
            name: address,
            summary: parsed.subject,
            ts,
          });
        }
      } catch (err) {
        console.log(
          `Couldn't parse message. Emitting raw message. Error: ${err}`,
        );
        this.$emit({
          rawMessage,
        }, {
          ...meta,
          summary: "Couldn't parse message",
        });
      }
    },
  },
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
AWS	`aws`	`app`	This component uses the AWS app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
AWS Region	`region`	`string`	Select a value from the drop down menu.
SES Domain	`domain`	`string`	Select a value from the drop down menu.

Trigger Authentication#

AWS uses API keys for authentication. When you connect your AWS account, Pipedream securely stores the keys so you can easily authenticate to AWS APIs in both code and no-code steps.

Follow the AWS Instructions for creating an IAM user with an associated access and secret key.

As a best practice, attach the minimum set of IAM permissions necessary to perform the specific task in Pipedream. If your workflow only needs to perform a single API call, you should create a user and associate an IAM group / policy with permission to do only that task. You can create as many linked AWS accounts in Pipedream as you'd like.

Enter your access and secret key below.

About AWS#

Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.

Action#

Create Contact on Connectwise PSA

Description:Creates a new contact in Connectwise. [See the documentation](https://developer.connectwise.com/Products/ConnectWise_PSA/REST#/Contacts/postCompanyContacts)

Version:0.0.1

Key:connectwise_psa-create-contact

View on GitHub

Connectwise PSA Overview#

ConnectWise PSA (Professional Services Automation) API offers a powerful avenue for managing business processes related to technology services. By integrating with ConnectWise PSA via Pipedream, developers can automate complex workflows, synchronize data across various platforms, and enhance operational efficiencies. This API allows for control over modules like service tickets, project management, and account management, essentially streamlining operations and making data management more effective.

Action Code#

import connectwise from "../../connectwise_psa.app.mjs";

export default {
  key: "connectwise_psa-create-contact",
  name: "Create Contact",
  description: "Creates a new contact in Connectwise. [See the documentation](https://developer.connectwise.com/Products/ConnectWise_PSA/REST#/Contacts/postCompanyContacts)",
  version: "0.0.1",
  type: "action",
  props: {
    connectwise,
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the contact",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the contact",
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the contact",
      optional: true,
    },
    types: {
      propDefinition: [
        connectwise,
        "contactTypes",
      ],
    },
    company: {
      propDefinition: [
        connectwise,
        "company",
      ],
      optional: true,
    },
    relationship: {
      propDefinition: [
        connectwise,
        "relationship",
      ],
    },
    department: {
      propDefinition: [
        connectwise,
        "department",
      ],
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the contact",
      optional: true,
    },
    address1: {
      type: "string",
      label: "Address Line 1",
      description: "First line of the contact's address",
      optional: true,
    },
    address2: {
      type: "string",
      label: "Address Line 2",
      description: "Second line of the contact's address",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the contact",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State of the contact",
      optional: true,
    },
    zip: {
      type: "string",
      label: "Zip",
      description: "Zip code of the contact",
      optional: true,
    },
    country: {
      propDefinition: [
        connectwise,
        "country",
      ],
    },
  },
  async run({ $ }) {
    const communicationItems = [];
    if (this.email) {
      communicationItems.push({
        value: this.email,
        type: {
          id: 1, // email
        },
      });
    }
    if (this.phone) {
      communicationItems.push({
        value: this.phone,
        type: {
          id: 2, // phone
        },
      });
    }
    const types = this.types.map((type) => ({
      id: type,
    }));
    const response = await this.connectwise.createContact({
      $,
      data: {
        firstName: this.firstName,
        lastName: this.lastName,
        addressLine1: this.address1,
        addressLine2: this.address2,
        city: this.city,
        state: this.state,
        zip: this.zip,
        country: this.country
          ? {
            id: this.country,
          }
          : undefined,
        communicationItems,
        types,
        company: this.company
          ? {
            id: this.company,
          }
          : undefined,
        relationship: this.relationship
          ? {
            id: this.relationship,
          }
          : undefined,
        department: this.department
          ? {
            id: this.department,
          }
          : undefined,
      },
    });
    $.export("$summary", `Successfully created contact with ID: ${response.id}`);
    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Connectwise PSA	`connectwise`	`app`	This component uses the Connectwise PSA app.
First Name	`firstName`	`string`	First name of the contact
Last Name	`lastName`	`string`	Last name of the contact
Email	`email`	`string`	Email address of the contact
Types	`types`	`integer[]`	Select a value from the drop down menu.
Company	`company`	`integer`	Select a value from the drop down menu.
Relationship	`relationship`	`integer`	Select a value from the drop down menu.
Department	`department`	`integer`	Select a value from the drop down menu.
Phone	`phone`	`string`	Phone number of the contact
Address Line 1	`address1`	`string`	First line of the contact's address
Address Line 2	`address2`	`string`	Second line of the contact's address
City	`city`	`string`	City of the contact
State	`state`	`string`	State of the contact
Zip	`zip`	`string`	Zip code of the contact
Country	`country`	`integer`	Select a value from the drop down menu.

Action Authentication#

Connectwise PSA uses API keys for authentication. When you connect your Connectwise PSA account, Pipedream securely stores the keys so you can easily authenticate to Connectwise PSA APIs in both code and no-code steps.

To retrieve your Public and Private Keys,

Navigate to your Connectwise PSA account and sign in
Click the Member menu on the top right.
Go to “My Account” > “API Keys”
Click "+" to create a new Public and Private Key pair. They will be displayed after you hit "Save" icon.
For an alternative method, see the Developer Guide section "Obtaining your keys" > "API MEMBER Only *Recommended for 3rd parties".

About Connectwise PSA#

Streamline your business from end to end with ConnectWise PSA.

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Pipedream makes it easy to connect APIs for Connectwise PSA, AWS and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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