Add or Update Contact with Twilio SendGrid API on New Transaction from GoCardless Bank Account Data (formerly Nordigen) API

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Trigger workflow on

New Transaction from the GoCardless Bank Account Data (formerly Nordigen) API

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Add or Update Contact with the Twilio SendGrid API

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Getting Started#

This integration creates a workflow with a GoCardless Bank Account Data (formerly Nordigen) trigger and Twilio SendGrid action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Transaction trigger
1. Connect your GoCardless Bank Account Data (formerly Nordigen) account
2. Configure Timer
3. Select a Requisition Id
4. Select a AccountId
Configure the Add or Update Contact action
1. Connect your Twilio SendGrid account
2. Optional- Select one or more List Ids
3. Select a Email
4. Optional- Configure First Name
5. Optional- Configure Last Name
6. Optional- Configure Address Line 1
7. Optional- Configure Address Line 2
8. Optional- Configure Alternate Emails
9. Optional- Configure City
10. Optional- Configure Country
11. Optional- Configure Postal Code
12. Optional- Configure State Province Region
13. Optional- Configure Custom Fields
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 Transaction on GoCardless Bank Account Data (formerly Nordigen)

Description:Emit new event when a transaction occurs

Version:1.0.0

Key:nordigen-new-transaction

View on GitHub

GoCardless Bank Account Data (formerly Nordigen) Overview#

The GoCardless Bank Account Data API furnishes you with the ability to access enriched banking data, enabling the creation of financial insights and streamlining customer verification processes. By integrating this API with Pipedream, you can automate various tasks involving bank account transactions and customer data analysis. For instance, you might set up workflows to monitor transactions for accounting purposes, verify customer account details for KYC compliance, or aggregate financial data to provide personalized financial advice.

Trigger Code#

import nordigen from "../../nordigen.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "nordigen-new-transaction",
  name: "New Transaction",
  description: "Emit new event when a transaction occurs",
  version: "1.0.0",
  type: "source",
  dedupe: "unique",
  props: {
    db: "$.service.db",
    nordigen,
    timer: {
      type: "$.interface.timer",
      label: "Timer",
      description: "When should the source check for a new event",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    requisitionId: {
      propDefinition: [
        nordigen,
        "requisitionId",
      ],
    },
    accountId: {
      propDefinition: [
        nordigen,
        "accountId",
        (c) => ({
          requisitionId: c.requisitionId,
        }),
      ],
    },
  },
  methods: {
    _getLastTransactionDate() {
      return this.db.get("lastTransactionDate");
    },
    _setLastTransactionDate(lastTransactionDate) {
      this.db.set("lastTransactionDate", lastTransactionDate);
    },
  },
  async run() {
    let lastTransactionDate = this._getLastTransactionDate();
    const args = lastTransactionDate
      ? {
        params: {
          date_from: lastTransactionDate,
        },
      }
      : {};
    const transactions = await this.nordigen.listTransactions(this.accountId, args);

    transactions.forEach((transaction) => {
      if (!lastTransactionDate
        || Date.parse(transaction.bookingDate) > Date.parse(lastTransactionDate)) {
        lastTransactionDate = transaction.bookingDate;
      }
      this.$emit(transaction, {
        summary: `${transaction.transactionAmount.amount} ${transaction.transactionAmount.currency} - ${transaction.valueDate}`,
        id: transaction.transactionId,
        ts: new Date(),
      });
    });

    this._setLastTransactionDate(lastTransactionDate);
  },
};

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
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
GoCardless Bank Account Data (formerly Nordigen)	`nordigen`	`app`	This component uses the GoCardless Bank Account Data (formerly Nordigen) app.
Timer	`timer`	`$.interface.timer`	When should the source check for a new event
Requisition Id	`requisitionId`	`string`	Select a value from the drop down menu.
AccountId	`accountId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

GoCardless Bank Account Data (formerly Nordigen) uses OAuth authentication. When you connect your GoCardless Bank Account Data (formerly Nordigen) account, Pipedream will open a popup window where you can sign into GoCardless Bank Account Data (formerly Nordigen) and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any GoCardless Bank Account Data (formerly Nordigen) API.

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

About GoCardless Bank Account Data (formerly Nordigen)#

The Nordigen product has now been relaunched as GoCardless Bank Account Data.

Action#

Add or Update Contact on Twilio SendGrid

Description:Adds or updates a contact. [See the docs here](https://docs.sendgrid.com/api-reference/contacts/add-or-update-a-contact)

Version:0.0.3

Key:sendgrid-add-or-update-contact

View on GitHub

Twilio SendGrid Overview#

The Twilio SendGrid API opens up a world of possibilities for email automation, enabling you to send emails efficiently and track their performance. With this API, you can programmatically create and send personalized email campaigns, manage contacts, and parse inbound emails for data extraction. When you harness the power of Pipedream, you can connect SendGrid to hundreds of other apps to automate workflows, such as triggering email notifications based on specific actions, syncing email stats with your analytics, or handling incoming emails to create tasks or tickets.

Action Code#

import validate from "validate.js";
import common from "../common/common.mjs";

export default {
  ...common,
  key: "sendgrid-add-or-update-contact",
  name: "Add or Update Contact",
  description: "Adds or updates a contact. [See the docs here](https://docs.sendgrid.com/api-reference/contacts/add-or-update-a-contact)",
  version: "0.0.3",
  type: "action",
  props: {
    ...common.props,
    listIds: {
      propDefinition: [
        common.props.sendgrid,
        "listIds",
      ],
    },
    email: {
      propDefinition: [
        common.props.sendgrid,
        "contactEmail",
      ],
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The contact's personal name",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The contact's family name",
      optional: true,
    },
    addressLine1: {
      type: "string",
      label: "Address Line 1",
      description: "The first line of the address",
      optional: true,
    },
    addressLine2: {
      type: "string",
      label: "Address Line 2",
      description: "An optional second line for the address",
      optional: true,
    },
    alternateEmails: {
      type: "string[]",
      label: "Alternate Emails",
      description: "Additional emails associated with the contact",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "The contact's city.",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description:
        "The contact's country. Can be a full name or an abbreviation",
      optional: true,
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "The contact's ZIP code or other postal code",
      optional: true,
    },
    stateProvinceRegion: {
      type: "string",
      label: "State Province Region",
      description: "The contact's state, province, or region",
      optional: true,
    },
    customFields: {
      type: "object",
      label: "Custom Fields",
      description: "Custom fields for the contact",
      optional: true,
    },
  },
  async run({ $ }) {
    validate.validators.arrayValidator = this.validateArray;
    const constraints = {
      email: {
        presence: true,
        email: true,
      },
    };
    if (this.listIds) {
      constraints.listIds = {
        type: "array",
      };
    }
    if (this.alternateEmails) {
      constraints.cc = {
        type: "array",
      };
    }
    const validationResult = validate(
      {
        email: this.email,
        listIds: this.listIds,
        alternateEmails: this.alternateEmails,
      },
      constraints,
    );
    this.checkValidationResults(validationResult);
    const contacts = [
      {
        email: this.email,
        address_line_1: this.addressLine1,
        address_line_2: this.addressLine2,
        alternate_emails: this.alternateEmails,
        city: this.city,
        country: this.country,
        first_name: this.firstName,
        last_name: this.lastName,
        postal_code: this.postalCode,
        state_province_region: this.stateProvinceRegion,
        custom_fields: this.customFields,
      },
    ];
    const config = this.omitEmptyStringValues({
      list_ids: this.listIds,
      contacts,
    });
    const resp = await this.sendgrid.addOrUpdateContacts(config);
    $.export("$summary", "Successfully added/updated contact");
    return resp;
  },
};

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
Twilio SendGrid	`sendgrid`	`app`	This component uses the Twilio SendGrid app.
List Ids	`listIds`	`string[]`	Select a value from the drop down menu.
Email	`email`	`string`	Select a value from the drop down menu.
First Name	`firstName`	`string`	The contact's personal name
Last Name	`lastName`	`string`	The contact's family name
Address Line 1	`addressLine1`	`string`	The first line of the address
Address Line 2	`addressLine2`	`string`	An optional second line for the address
Alternate Emails	`alternateEmails`	`string[]`	Additional emails associated with the contact
City	`city`	`string`	The contact's city.
Country	`country`	`string`	The contact's country. Can be a full name or an abbreviation
Postal Code	`postalCode`	`string`	The contact's ZIP code or other postal code
State Province Region	`stateProvinceRegion`	`string`	The contact's state, province, or region
Custom Fields	`customFields`	`object`	Custom fields for the contact