Create Customer with Help Scout API on New Scheduled Tasks from AWS API

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New Scheduled Tasks from the AWS API

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Create Customer with the Help Scout API

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Getting Started#

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

Select this integration
Configure the New Scheduled Tasks trigger
1. Connect your AWS account
2. Select a AWS Region
3. Optional- Configure Secret
Configure the Create Customer action
1. Connect your Help Scout account
2. Optional- Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Phone
5. Optional- Configure Photo URL
6. Optional- Configure Job Title
7. Optional- Select a Photo Type
8. Optional- Configure Background
9. Optional- Configure Location
10. Optional- Configure Organization
11. Optional- Select a Gender
12. Optional- Configure Age
13. Optional- Configure Emails
14. Optional- Configure Phones
15. Optional- Configure Chats
16. Optional- Configure Social Profiles
17. Optional- Configure Websites
18. Optional- Configure Address City
19. Optional- Configure Address State
20. Optional- Configure Address Postal Code
21. Optional- Configure Address Country
22. Optional- Configure Address Lines
23. Optional- Configure Properties
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 Scheduled Tasks on AWS

Description:Creates a Step Function State Machine to publish a message to an SNS topic at a specific timestamp. The SNS topic delivers the message to this Pipedream source, and the source emits it as a new event.

Version:0.4.2

Key:aws-new-scheduled-tasks

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 base from "../common/scheduled.mjs";
import { toSingleLineString } from "../../common/utils.mjs";

export default {
  ...base,
  key: "aws-new-scheduled-tasks",
  name: "New Scheduled Tasks",
  description: toSingleLineString(`
    Creates a Step Function State Machine to publish a message
    to an SNS topic at a specific timestamp. The SNS topic delivers
    the message to this Pipedream source, and the source emits it as a new event.
  `),
  version: "0.4.2",
  type: "source",
  dedupe: "unique", // Dedupe on SNS message ID
  methods: {
    ...base.methods,
    getStateMachineDefinition() {
      const { PD_COMPONENT: componentId } = process.env;
      const topicArn = this.getTopicArn();
      return {
        Comment: `Task Scheduler for Pipedream component ${componentId}`,
        StartAt: "Wait",
        States: {
          Wait: {
            Comment: "Wait until specified timestamp",
            Type: "Wait",
            TimestampPath: "$.timestamp",
            Next: "SendMessageToSNS",
          },
          SendMessageToSNS: {
            Type: "Task",
            Resource: "arn:aws:states:::sns:publish",
            Parameters: {
              "TopicArn": topicArn,
              "Message.$": "$",
            },
            End: true,
          },
        },
      };
    },
    getStateMachinePermissions() {
      const topicArn = this.getTopicArn();
      const document = {
        Version: "2012-10-17",
        Statement: [
          {
            Effect: "Allow",
            Action: [
              "sns:Publish",
            ],
            Resource: [
              topicArn,
            ],
          },
        ],
      };
      const name = "publish-messages-to-pipedream-sns-topic";
      return {
        document,
        name,
      };
    },
  },
};

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.
Secret	`secret`	`string`	Optional but recommended: if you enter a secret here, you must pass this value in the `secret` parameter of each HTTP POST request

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 Customer on Help Scout

Description:Creates a new customer record in Help Scout. [See the documentation](https://developer.helpscout.com/mailbox-api/endpoints/customers/create/)

Version:0.0.1

Key:help_scout-create-customer

View on GitHub

Help Scout Overview#

The Help Scout API provides programmatic access to customer support functionalities, allowing the automation of ticketing, customer communication, and reporting tasks. With this API, you can read and send messages, manage conversations, work with mailboxes, create and update customers’ information, and generate reports. Utilizing the API on Pipedream, you can automate workflows that respond to events in Help Scout in real-time, integrate customer support data with other business tools, and streamline support operations.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import {
  GENDER_OPTIONS,
  PHOTO_TYPE_OPTIONS,
} from "../../common/constants.mjs";
import {
  cleanObject,
  parseObject,
} from "../../common/utils.mjs";
import helpScout from "../../help_scout.app.mjs";

export default {
  key: "help_scout-create-customer",
  name: "Create Customer",
  description: "Creates a new customer record in Help Scout. [See the documentation](https://developer.helpscout.com/mailbox-api/endpoints/customers/create/)",
  version: "0.0.1",
  type: "action",
  props: {
    helpScout,
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the customer. When defined it must be between 1 and 40 characters.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the customer. When defined it must be between 1 and 40 characters.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The phone number that will be used when creating a new customer.",
      optional: true,
    },
    photoUrl: {
      type: "string",
      label: "Photo URL",
      description: "URL of the customer's photo. Max length 200 characters.",
      optional: true,
    },
    jobTitle: {
      type: "string",
      label: "Job Title",
      description: "Job title. Max length 60 characters.",
      optional: true,
    },
    photoType: {
      type: "string",
      label: "Photo Type",
      description: "The type of photo.",
      options: PHOTO_TYPE_OPTIONS,
      optional: true,
    },
    background: {
      type: "string",
      label: "Background",
      description: "This is the Notes field from the user interface. Max length 200 characters.",
      optional: true,
    },
    location: {
      type: "string",
      label: "Location",
      description: "Location of the customer. Max length 60 characters.",
      optional: true,
    },
    organization: {
      type: "string",
      label: "Organization",
      description: "Organization. Max length 60 characters.",
      optional: true,
    },
    gender: {
      type: "string",
      label: "Gender",
      description: "Gender of this customer.",
      options: GENDER_OPTIONS,
      optional: true,
    },
    age: {
      type: "string",
      label: "Age",
      description: "Customer's age.",
      optional: true,
    },
    emails: {
      type: "string[]",
      label: "Emails",
      description: "List of email entries. **Format: {\"type\":\"home\",\"value\":\"customer@email.com\"}**. see [Create Email](https://developer.helpscout.com/mailbox-api/endpoints/customers/emails/create) for the object documentation.",
      optional: true,
    },
    phones: {
      type: "string[]",
      label: "Phones",
      description: "List of phone entries. **Format: {\"type\":\"work\",\"value\":\"222-333-4444\"}**. see [Create Phone](https://developer.helpscout.com/mailbox-api/endpoints/customers/phones/create) for the object documentation.",
      optional: true,
    },
    chats: {
      type: "string[]",
      label: "Chats",
      description: "List of chat entries. **Format: {\"type\":\"aim\",\"value\":\"jsprout\"}**. see [Create Chat Handle](https://developer.helpscout.com/mailbox-api/endpoints/customers/chat_handles/create) for the object documentation.",
      optional: true,
    },
    socialProfiles: {
      type: "string[]",
      label: "Social Profiles",
      description: "List of social profile entries. **Format: {\"type\":\"googleplus\",\"value\":\"https://api.helpscout.net/+HelpscoutNet\"}**. see [Create Social Profile](https://developer.helpscout.com/mailbox-api/endpoints/customers/social_profiles/create) for the object documentation.",
      optional: true,
    },
    websites: {
      type: "string[]",
      label: "Websites",
      description: "List of websites entries. **Format: {\"value\":\"https://api.helpscout.net/\"}**. see [Create Website](https://developer.helpscout.com/mailbox-api/endpoints/customers/websites/create) for the object documentation.",
      optional: true,
    },
    addressCity: {
      type: "string",
      label: "Address City",
      description: "The city of the customer.",
      optional: true,
    },
    addressState: {
      type: "string",
      label: "Address State",
      description: "The state of the customer.",
      optional: true,
    },
    addressPostalCode: {
      type: "string",
      label: "Address Postal Code",
      description: "The postal code of the customer.",
      optional: true,
    },
    addressCountry: {
      type: "string",
      label: "Address Country",
      description: "The [ISO 3166 Alpha-2 code](https://www.iban.com/country-codes) country of the customer.",
      optional: true,
    },
    addressLines: {
      type: "string[]",
      label: "Address Lines",
      description: "A list of address lines.",
      optional: true,
    },
    properties: {
      type: "string[]",
      label: "Properties",
      description: "List of social profile entries. **Format: {\"type\":\"googleplus\",\"value\":\"https://api.helpscout.net/+HelpscoutNet\"}**. see [Create Social Profile](https://developer.helpscout.com/mailbox-api/endpoints/customers/social_profiles/create) for the object documentation.",
      optional: true,
    },
  },
  async run({ $ }) {
    const address = cleanObject({
      city: this.addressCity,
      state: this.addressState,
      postalCode: this.addressPostalCode,
      country: this.addressCountry,
      lines: parseObject(this.addressLines),
      properties: parseObject(this.properties),
    });

    let data = {};

    data = cleanObject({
      firstName: this.firstName,
      lastName: this.lastName,
      phone: this.phone,
      photoUrl: this.photoUrl,
      jobTitle: this.jobTitle,
      photoType: this.photoType,
      background: this.background,
      location: this.location,
      organization: this.organization,
      gender: this.gender,
      age: this.age,
      emails: parseObject(this.emails),
      phones: parseObject(this.phones),
      chats: parseObject(this.chats),
      socialProfiles: parseObject(this.socialProfiles),
      websites: parseObject(this.websites),
    });

    if (Object.keys(address).length) data.address = address;

    if (!Object.keys(data).length) {
      throw new ConfigurationError("At least one field or customer entry must be defined.");
    }

    try {
      const response = await this.helpScout.createCustomer({
        $,
        data,
      });

      $.export("$summary", "Successfully created the new customer.");
      return response;
    } catch ({ message }) {
      const error = JSON.parse(message)._embedded.errors[0];
      throw new ConfigurationError(`Path: ${error.path} - ${error.message}`);
    }
  },
};

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
Help Scout	`helpScout`	`app`	This component uses the Help Scout app.
First Name	`firstName`	`string`	First name of the customer. When defined it must be between 1 and 40 characters.
Last Name	`lastName`	`string`	Last name of the customer. When defined it must be between 1 and 40 characters.
Phone	`phone`	`string`	The phone number that will be used when creating a new customer.
Photo URL	`photoUrl`	`string`	URL of the customer's photo. Max length 200 characters.
Job Title	`jobTitle`	`string`	Job title. Max length 60 characters.
Photo Type	`photoType`	`string`	Select a value from the drop down menu:`unknowngravatartwitterfacebookgoogleprofilegooglepluslinkedininstagram`
Background	`background`	`string`	This is the Notes field from the user interface. Max length 200 characters.
Location	`location`	`string`	Location of the customer. Max length 60 characters.
Organization	`organization`	`string`	Organization. Max length 60 characters.
Gender	`gender`	`string`	Select a value from the drop down menu:`malefemaleunknown`
Age	`age`	`string`	Customer's age.
Emails	`emails`	`string[]`	List of email entries. Format: {"type":"home","value":"customer@email.com"}. see Create Email for the object documentation.
Phones	`phones`	`string[]`	List of phone entries. Format: {"type":"work","value":"222-333-4444"}. see Create Phone for the object documentation.
Chats	`chats`	`string[]`	List of chat entries. Format: {"type":"aim","value":"jsprout"}. see Create Chat Handle for the object documentation.
Social Profiles	`socialProfiles`	`string[]`	List of social profile entries. Format: {"type":"googleplus","value":"https://api.helpscout.net/+HelpscoutNet"}. see Create Social Profile for the object documentation.
Websites	`websites`	`string[]`	List of websites entries. Format: {"value":"https://api.helpscout.net/"}. see Create Website for the object documentation.
Address City	`addressCity`	`string`	The city of the customer.
Address State	`addressState`	`string`	The state of the customer.
Address Postal Code	`addressPostalCode`	`string`	The postal code of the customer.
Address Country	`addressCountry`	`string`	The ISO 3166 Alpha-2 code country of the customer.
Address Lines	`addressLines`	`string[]`	A list of address lines.
Properties	`properties`	`string[]`	List of social profile entries. Format: {"type":"googleplus","value":"https://api.helpscout.net/+HelpscoutNet"}. see Create Social Profile for the object documentation.

Action Authentication#

Help Scout uses OAuth authentication. When you connect your Help Scout account, Pipedream will open a popup window where you can sign into Help Scout and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Help Scout API.

Pipedream requests the following authorization scopes when you connect your account:

About Help Scout#

Simple Customer Service Software and Education

More Ways to Connect Help Scout + AWS#

Other Popular Integrations#

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AWS + Help Scout

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Pipedream makes it easy to connect APIs for Help Scout, 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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