Create Constituent with Bloomerang API on New Saved Contact from Findymail API

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Trigger workflow on

New Saved Contact from the Findymail API

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Create Constituent with the Bloomerang API

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Getting Started#

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

Select this integration
Configure the New Saved Contact trigger
1. Connect your Findymail account
2. Configure timer
Configure the Create Constituent action
1. Connect your Bloomerang account
2. Select a Constituent Type
3. Optional- Select a Status
4. Configure Organization Name
5. Configure First Name
6. Configure Last Name
7. Optional- Configure Middle Name
8. Optional- Select a Title
9. Optional- Select a Suffix
10. Optional- Configure Job Title
11. Optional- Select a Gender
12. Optional- Configure Birthdate
13. Optional- Configure Employer
14. Optional- Configure Website
15. Optional- Configure Facebook
16. Optional- Configure Twitter ID
17. Optional- Configure LinkedIn
18. Optional- Select a Preferred Communication Channel
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 Saved Contact on Findymail

Description:Emit new event when a new contact is saved.

Version:0.0.1

Key:findymail-new-saved-contact

View on GitHub

Findymail Overview#

The Findymail API provides a way to enrich and validate email contacts. Leveraging Pipedream's capabilities, you can automate workflows that trigger on various events to lookup emails, auto-populate CRM fields, validate email data, or even enhance marketing lists with accurate contact information. Using Findymail's API in Pipedream, you can create intricate serverless workflows that react to various triggers, such as webhooks, scheduled timers, or actions from other apps, to integrate email data enrichment into your business processes.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import findymail from "../../findymail.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "findymail-new-saved-contact",
  name: "New Saved Contact",
  description: "Emit new event when a new contact is saved.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    findymail,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  methods: {
    _getLastDate() {
      return this.db.get("lastDate") || 0;
    },
    _setLastDate(createdAt) {
      this.db.set("lastDate", createdAt);
    },
    generateMeta(event) {
      return {
        id: event.id,
        summary: `New contact saved: ${event.email}`,
        ts: Date.parse(event.contact_created_at),
      };
    },
    async startEvent(maxResults = 0) {
      const lastDate = this._getLastDate();

      let { data } = await this.findymail.listContacts();

      data = data.filter(
        (item) => Date.parse(item.contact_created_at) > Date.parse(lastDate),
      ).reverse();

      if (maxResults && (data.length > maxResults)) data.length = maxResults;
      if (data.length) this._setLastDate(data[0].contact_created_at);

      for (const item of data.reverse()) {
        this.$emit(item, this.generateMeta(item));
      }
    },
  },
  hooks: {
    async deploy() {
      await this.startEvent(25);
    },
  },
  async run() {
    await this.startEvent();
  },
  sampleEmit,
};

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
Findymail	`findymail`	`app`	This component uses the Findymail app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

About Findymail#

The best B2B email finder on the market.

Action#

Create Constituent on Bloomerang

Description:Creates a new constituent in Bloomerang. [See the documentation](https://bloomerang.co/product/integrations-data-management/api/rest-api/#/Constituents/post_constituent)

Version:0.0.2

Key:bloomerang-create-constituent

View on GitHub

Action Code#

import bloomerang from "../../bloomerang.app.mjs";
import {
  COMMUNICATION_CHANNEL_OPTIONS,
  CONSTITUENT_GENDER_OPTIONS,
  CONSTITUENT_PREFIX_OPTIONS,
  CONSTITUENT_STATUS_OPTIONS,
  CONSTITUENT_SUFFIX_OPTIONS,
  CONSTITUENT_TYPE_OPTIONS,
} from "../../common/constants.mjs";

export default {
  key: "bloomerang-create-constituent",
  name: "Create Constituent",
  description: "Creates a new constituent in Bloomerang. [See the documentation](https://bloomerang.co/product/integrations-data-management/api/rest-api/#/Constituents/post_constituent)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    bloomerang,
    type: {
      type: "string",
      label: "Constituent Type",
      description: "Filter constituents by type",
      options: CONSTITUENT_TYPE_OPTIONS,
      reloadProps: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "The status of the constituent",
      options: CONSTITUENT_STATUS_OPTIONS,
      optional: true,
    },
    fullName: {
      type: "string",
      label: "Organization Name",
      description: "The organization's name of the constituent",
      hidden: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the constituent",
      hidden: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the constituent",
      hidden: true,
    },
    middleName: {
      type: "string",
      label: "Middle Name",
      description: "The middle name of the constituent",
      optional: true,
    },
    prefix: {
      type: "string",
      label: "Title",
      description: "The prefix of the constituent",
      options: CONSTITUENT_PREFIX_OPTIONS,
      optional: true,
    },
    suffix: {
      type: "string",
      label: "Suffix",
      description: "The suffix of the constituent",
      options: CONSTITUENT_SUFFIX_OPTIONS,
      optional: true,
    },
    jobTitle: {
      type: "string",
      label: "Job Title",
      description: "The job title of the constituent",
      optional: true,
    },
    gender: {
      type: "string",
      label: "Gender",
      description: "The gender of the constituent",
      options: CONSTITUENT_GENDER_OPTIONS,
      optional: true,
    },
    birthdate: {
      type: "string",
      label: "Birthdate",
      description: "The birth date of the constituent",
      optional: true,
    },
    employer: {
      type: "string",
      label: "Employer",
      description: "The employer of the constituent",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "An website of the constituent",
      optional: true,
    },
    facebookId: {
      type: "string",
      label: "Facebook",
      description: "The constituent's facebook page",
      optional: true,
    },
    twitterId: {
      type: "string",
      label: "Twitter ID",
      description: "The constituent's twitter ID",
      optional: true,
    },
    linkedInId: {
      type: "string",
      label: "LinkedIn",
      description: "The constituent's linkedIn page",
      optional: true,
    },
    preferredCommunicationChannel: {
      type: "string",
      label: "Preferred Communication Channel",
      description: "The preferred comunication channel of the constituent",
      options: COMMUNICATION_CHANNEL_OPTIONS,
      optional: true,
    },
  },
  async additionalProps(props) {
    const isIndividual = this.type === "Individual";
    props.firstName.hidden = !isIndividual;
    props.lastName.hidden = !isIndividual;
    props.fullName.hidden = isIndividual;
    return {};
  },
  async run({ $ }) {
    const data = {
      Type: this.type,
      Status: this.status,
      Prefix: this.prefix,
      Suffix: this.suffix,
      JobTitle: this.jobTitle,
      Gender: this.gender,
      Birthdate: this.birthdate,
      Employer: this.employer,
      Website: this.website,
      FacebookId: this.facebookId,
      TwitterId: this.twitterId,
      LinkedInId: this.linkedInId,
      PreferredCommunicationChannel: this.preferredCommunicationChannel,
    };
    if (this.type === "Individual") {
      data.FirstName = this.firstName;
      data.LastName = this.lastName;
      data.MiddleName = this.middleName;
    } else {
      data.FullName = this.fullName;
    }

    const response = await this.bloomerang.createConstituent({
      $,
      data,
    });

    $.export("$summary", `Successfully created constituent 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
Bloomerang	`bloomerang`	`app`	This component uses the Bloomerang app.
Constituent Type	`type`	`string`	Select a value from the drop down menu:`IndividualOrganization`
Status	`status`	`string`	Select a value from the drop down menu:`ActiveInactiveDeceased`
Middle Name	`middleName`	`string`	The middle name of the constituent
Title	`prefix`	`string`	Select a value from the drop down menu:`Atty.CaptCmdrCoachColDr.Fr.GenGov.Hon.LtMajMasterMissMr.Mrs.Ms.Mx.PastorPres.Prof.PvtRabbiRep.Rev.Sen.SgtSirSr.`
Suffix	`suffix`	`string`	Select a value from the drop down menu:`DDSEsq.IIIIIIVJr.M.D.Ph.D.Sr.V`
Job Title	`jobTitle`	`string`	The job title of the constituent
Gender	`gender`	`string`	Select a value from the drop down menu:`MaleFemaleOther`
Birthdate	`birthdate`	`string`	The birth date of the constituent
Employer	`employer`	`string`	The employer of the constituent
Website	`website`	`string`	An website of the constituent
Facebook	`facebookId`	`string`	The constituent's facebook page
Twitter ID	`twitterId`	`string`	The constituent's twitter ID
LinkedIn	`linkedInId`	`string`	The constituent's linkedIn page
Preferred Communication Channel	`preferredCommunicationChannel`	`string`	Select a value from the drop down menu:`EmailPhoneText MessageMail`