Create Email Template with Amazon SES API on New Deal Lost from Overloop API

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New Deal Lost from the Overloop API

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Create Email Template with the Amazon SES API

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Getting Started#

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

Select this integration
Configure the New Deal Lost trigger
1. Connect your Overloop account
2. Configure timer
Configure the Create Email Template action
1. Connect your Amazon SES account
2. Select a AWS Region
3. Configure Template Name
4. Configure Subject
5. Optional- Configure HTML
6. Optional- Configure Text
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 Deal Lost on Overloop

Description:Emit new event each time a deal is lost. [See the docs](https://apidoc.overloop.com/#list-deals)

Version:0.0.1

Key:overloop-new-deal-lost

View on GitHub

Overloop Overview#

The Overloop API is a powerhouse for sales automation, enabling users to streamline their sales pipeline by automating repetitive tasks, syncing data across platforms, and enhancing lead management. With Pipedream, you can leverage Overloop's capabilities to create detailed, event-driven workflows that respond in real-time to changes in your sales environment. This integration can help maintain a healthy sales funnel, ensure timely follow-ups, and personalize communication at scale.

Trigger Code#

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

export default {
  ...common,
  key: "overloop-new-deal-lost",
  name: "New Deal Lost",
  description: "Emit new event each time a deal is lost. [See the docs](https://apidoc.overloop.com/#list-deals)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async emitHistoricalEvents({ limit }) {
      const results = await this.processEvent(this.overloop.listDeals, {
        sort: "-updated_at",
        filter: "status:lost",
      });
      results.slice(0, limit).forEach((result) => this.emitEvent(result));
    },
    getResultTs(deal) {
      return Date.parse(deal.attributes.closed_at);
    },
    generateMeta(deal) {
      const ts = this.getResultTs(deal);
      return {
        id: `${deal.id}${ts}`,
        summary: deal.attributes.title,
        ts,
      };
    },
  },
  async run() {
    const results = await this.processEvent(this.overloop.listDeals, {
      sort: "-updated_at",
      filter: "status:lost",
    });
    results.forEach((result) => this.emitEvent(result));
  },
};

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

Trigger Authentication#

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

To retrieve your API key,

Navigate to your Overloop account and sign in
Go to “Settings” > “API”

About Overloop#

All-in-one CRM & Sales Automation Platform

Action#

Create Email Template on Amazon SES

Description:Create a HTML or a plain text email template. [See the docs](https://docs.aws.amazon.com/AWSJavaScriptSDK/v3/latest/clients/client-sesv2/classes/createemailtemplatecommand.html)

Version:0.0.1

Key:amazon_ses-create-email-template

View on GitHub

Amazon SES Overview#

Amazon Simple Email Service (SES) is a powerful cloud-based email sending service designed to help digital marketers and application developers send marketing, notification, and transactional emails. With the SES API, you can reliably send emails at scale, manage sender reputations, view email sending statistics, and maintain a high deliverability rate. Leveraging Pipedream's capabilities, you can integrate SES seamlessly into serverless workflows, automate email responses based on triggers from other apps, and analyze the effectiveness of your email campaigns by connecting to data analytics platforms.

Action Code#

import base from "../common/base.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  key: "amazon_ses-create-email-template",
  name: "Create Email Template",
  description: "Create a HTML or a plain text email template. [See the docs](https://docs.aws.amazon.com/AWSJavaScriptSDK/v3/latest/clients/client-sesv2/classes/createemailtemplatecommand.html)",
  version: "0.0.1",
  type: "action",
  props: {
    ...base.props,
    TemplateName: {
      type: "string",
      label: "Template Name",
      description: "The email template name",
    },
    Subject: {
      propDefinition: [
        base.props.amazonSes,
        "Subject",
      ],
    },
    Html: {
      propDefinition: [
        base.props.amazonSes,
        "Html",
      ],
      optional: true,
    },
    Text: {
      propDefinition: [
        base.props.amazonSes,
        "Text",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.Html && !this.Text) {
      throw new ConfigurationError("Html or Text must be configured");
    }

    const params = {
      TemplateName: this.TemplateName,
      TemplateContent: {
        Subject: this.amazonSes.replaceCurlyBrackets(this.Subject),
        Html: this.amazonSes.replaceCurlyBrackets(this.Html),
        Text: this.amazonSes.replaceCurlyBrackets(this.Text),
      },
    };
    const response = await this.amazonSes.createEmailTemplate(this.region, params);
    $.export("$summary", "Successfully created email template");
    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
Amazon SES	`amazonSes`	`app`	This component uses the Amazon SES app.
AWS Region	`region`	`string`	Select a value from the drop down menu.
Template Name	`TemplateName`	`string`	The email template name
Subject	`Subject`	`string`	The email subject line. Use `\{\{` and `\}\}` to insert tags. Example: `This is a \{\{tagname\}\}`.
HTML	`Html`	`string`	The HTML email body. Use `\{\{` and `\}\}` to insert tags. Example: `This is a \{\{tagname\}\}`.
Text	`Text`	`string`	The email body that will be visible to recipients whose email clients do not display HTML. Use `\{\{` and `\}\}` to insert tags. Example: `This is a \{\{tagname\}\}`.

Action Authentication#

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

Follow the AWS Instructions for creating an IAM user with an associated access and secret key, with the minimum IAM permissions necessary to send email or hit the desired SES APIs from Pipedream.

Enter the access and secret key below.

Create Email Template with Amazon SES API on New Deal Lost from Overloop API

Pipedream makes it easy to connect APIs for Amazon SES, Overloop 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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