Add Member To List with Klaviyo API on New Financial Report Released from EODHD APIs API

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New Financial Report Released from the EODHD APIs API

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Add Member To List with the Klaviyo API

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Getting Started#

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

Select this integration
Configure the New Financial Report Released trigger
1. Connect your EODHD APIs account
2. Configure Polling interval
3. Select a Exchange Code
4. Select a Ticker (Exchange Symbols)
Configure the Add Member To List action
1. Connect your Klaviyo account
2. Select a List
3. Select one or more Profile IDs
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 Financial Report Released on EODHD APIs

Description:Emit new event when historical stock prices for a specific symbol are updated.

Version:0.0.1

Key:eodhd_apis-financial-report-released

View on GitHub

EODHD APIs Overview#

EODHD API offers comprehensive financial data, including end-of-day stocks, ETFs, and mutual fund prices, dividends, splits, and more across multiple exchanges globally. On Pipedream, you can harness this treasure trove of financial information to automate market analysis, update data stores, or trigger notifications based on stock movements or financial news.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import moment from "moment";
import eodhdApis from "../../eodhd_apis.app.mjs";

export default {
  key: "eodhd_apis-financial-report-released",
  name: "New Financial Report Released",
  description: "Emit new event when historical stock prices for a specific symbol are updated.",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  props: {
    eodhdApis,
    db: "$.service.db",
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll the EODHD API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    exchangeCode: {
      propDefinition: [
        eodhdApis,
        "exchangeCode",
      ],
    },
    symbolCode: {
      propDefinition: [
        eodhdApis,
        "symbolCode",
        ({ exchangeCode }) => ({
          exchangeCode,
        }),
      ],
    },
  },
  methods: {
    _getLastDate() {
      return this.db.get("lastDate") || 0;
    },
    _setLastDate(lastDate) {
      this.db.set("lastDate", lastDate);
    },
    async startEvent(maxResults) {
      const lastDate = this._getLastDate();
      const responseArray = [];
      let tempLastDate = lastDate;
      const {
        eodhdApis,
        exchangeCode,
        symbolCode,
      } = this;

      const items = eodhdApis.paginate({
        fn: eodhdApis.listFinancialNews,
        params: {
          s: `${symbolCode}.${exchangeCode}`,
          from: moment(lastDate).format("YYYY-MM-DD"),
        },
        maxResults,
      });

      for await (const item of items) {
        const newLastDate = moment(item.date);

        if (moment(newLastDate).isSameOrAfter(lastDate)) {
          if (moment(newLastDate).isAfter(tempLastDate)) {
            tempLastDate = newLastDate;
          }
          responseArray.push(item);
        } else {
          break;
        }
      }

      if (!moment(lastDate).isSame(tempLastDate))
        this._setLastDate(tempLastDate);

      for (const responseItem of responseArray.reverse()) {
        this.$emit(
          responseItem,
          {
            id: responseItem.date,
            summary: `A new report with title "${responseItem.title}" was created!`,
            ts: responseItem.date,
          },
        );
      }
    },
  },
  hooks: {
    async deploy() {
      await this.startEvent(25);
    },
  },
  async run() {
    await this.startEvent();
  },
};

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
EODHD APIs	`eodhdApis`	`app`	This component uses the EODHD APIs app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the EODHD API on this schedule
Exchange Code	`exchangeCode`	`string`	Select a value from the drop down menu.
Ticker (Exchange Symbols)	`symbolCode`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

About EODHD APIs#

Stock market fundamental and historical prices API for stocks, ETFs, mutual funds and bonds all over the world.

Action#

Add Member To List on Klaviyo

Description:Add member to a specific list. [See the documentation](https://developers.klaviyo.com/en/reference/add_profiles_to_list)

Version:1.0.3

Key:klaviyo-add-member-to-list

View on GitHub

Klaviyo Overview#

The Klaviyo API grants you the power to automate and personalize your email marketing efforts. With it, you can manage lists, profiles, and campaigns, track event-driven communications, and analyze the results. By leveraging this API on Pipedream, you can create intricate, automated workflows that respond in real-time to your users' behavior, sync data across multiple platforms, and tailor your marketing strategies to improve engagement and conversion rates.

Action Code#

import { parseObject } from "../../common/utils.mjs";
import klaviyo from "../../klaviyo.app.mjs";

export default {
  key: "klaviyo-add-member-to-list",
  name: "Add Member To List",
  description: "Add member to a specific list. [See the documentation](https://developers.klaviyo.com/en/reference/add_profiles_to_list)",
  version: "1.0.3",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    klaviyo,
    list: {
      propDefinition: [
        klaviyo,
        "list",
      ],
    },
    profileIds: {
      propDefinition: [
        klaviyo,
        "profileIds",
      ],
    },
  },
  async run({ $ }) {
    const { response } = await this.klaviyo.subscribeProfiles({
      listId: this.list.value,
      data: parseObject(this.profileIds)?.map(({ value: id }) => ({
        type: "profile",
        id,
      })),
    });

    $.export("$summary", `Member(s) successfully added to "${this.list.label}"!`);
    return response.data;
  },
};

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
Klaviyo	`klaviyo`	`app`	This component uses the Klaviyo app.
List	`list`	`string`	Select a value from the drop down menu.
Profile IDs	`profileIds`	`string[]`	Select a value from the drop down menu.