Create Draft Campaign with Sendy API on New Person (Instant) from Pipedrive API

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New Person (Instant) from the Pipedrive API

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Create Draft Campaign with the Sendy API

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Getting Started#

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

Select this integration
Configure the New Person (Instant) trigger
1. Connect your Pipedrive account
Configure the Create Draft Campaign action
1. Connect your Sendy account
2. Configure From Name
3. Configure From Email
4. Configure Reply To
5. Configure Title
6. Configure Subject
7. Optional- Configure Plain Text
8. Configure HTML Text
9. Select a Brand ID
10. Optional- Select one or more List IDs
11. Optional- Configure Segment IDs
12. Optional- Select one or more Exclude List IDs
13. Optional- Configure Exclude Segment IDs
14. Optional- Configure Query String
15. Select a Track Opens
16. Select a Track Clicks
17. Optional- Configure Schedule Date Time
18. Optional- Configure Schedule Timezone
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 Person (Instant) on Pipedrive

Description:Emit new event when a new person is created.

Version:0.0.3

Key:pipedrive-new-person-instant

View on GitHub

Pipedrive Overview#

Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "pipedrive-new-person-instant",
  name: "New Person (Instant)",
  description: "Emit new event when a new person is created.",
  version: "0.0.3",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getExtraData() {
      return {
        event_action: "create",
        event_object: "person",
      };
    },
    getSummary(body) {
      return `New Person successfully created: ${body.data.id}`;
    },
  },
  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
Pipedrive	`pipedrive`	`app`	This component uses the Pipedrive app.
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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

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

About Pipedrive#

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

Action#

Create Draft Campaign on Sendy

Description:Creates a new draft campaign ready to be filled in with details. [See the documentation](https://sendy.co/api?app_path=https://sendy.email/dev2#create-send-campaigns)

Version:0.0.1

Key:sendy-create-draft-campaign

View on GitHub

Sendy Overview#

The Sendy API allows you to programmatically manage email campaigns, subscribers, and lists. With Pipedream's capabilities, you can leverage Sendy API to create custom workflows that respond to events, synchronize data across platforms, and automate email marketing tasks. Pipedream provides a serverless platform where you can connect Sendy with hundreds of other apps without writing complex code, harnessing the power of Sendy's features with event-driven programming and API integration.

Action Code#

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

export default {
  key: "sendy-create-draft-campaign",
  name: "Create Draft Campaign",
  description: "Creates a new draft campaign ready to be filled in with details. [See the documentation](https://sendy.co/api?app_path=https://sendy.email/dev2#create-send-campaigns)",
  version: "0.0.1",
  type: "action",
  props: {
    sendy,
    fromName: {
      type: "string",
      label: "From Name",
      description: "The 'From Name' of your campaign.",
    },
    fromEmail: {
      type: "string",
      label: "From Email",
      description: "The 'From Email' of your campaign.",
    },
    replyTo: {
      type: "string",
      label: "Reply To",
      description: "The 'Reply To' of your campaign.",
    },
    title: {
      type: "string",
      label: "Title",
      description: "The 'Title' of your campaign.",
    },
    subject: {
      type: "string",
      label: "Subject",
      description: "The 'Subject' of your campaign.",
    },
    plainText: {
      type: "string",
      label: "Plain Text",
      description: "The 'Plain text version' of your campaign.",
      optional: true,
    },
    htmlText: {
      type: "string",
      label: "HTML Text",
      description: "The 'HTML version' of your campaign.",
    },
    brandId: {
      propDefinition: [
        sendy,
        "brandId",
      ],
    },
    listIds: {
      propDefinition: [
        sendy,
        "listId",
        ({ brandId }) => ({
          brandId,
        }),
      ],
      type: "string[]",
      label: "List IDs",
      description: "A list of List IDs.",
      optional: true,
    },
    segmentIds: {
      type: "string[]",
      label: "Segment IDs",
      description: "A list of segment IDs. Segment ids can be found in the segments setup page.",
      optional: true,
    },
    excludeListIds: {
      propDefinition: [
        sendy,
        "listId",
        ({ brandId }) => ({
          brandId,
        }),
      ],
      type: "string[]",
      label: "Exclude List IDs",
      description: "Lists to exclude from your campaign.",
      optional: true,
    },
    excludeSegmentIds: {
      type: "string[]",
      label: "Exclude Segment IDs",
      description: "Segments to exclude from your campaign. Segment ids can be found in the segments setup page.",
      optional: true,
    },
    queryString: {
      type: "string",
      label: "Query String",
      description: "e.g., Google Analytics tags.",
      optional: true,
    },
    trackOpens: {
      type: "string",
      label: "Track Opens",
      description: "Open tracking behaviour.",
      options: [
        {
          label: "Disabled",
          value: "0",
        },
        {
          label: "Enabled",
          value: "1",
        },
        {
          label: "Anonymous",
          value: "2",
        },
      ],
    },
    trackClicks: {
      type: "string",
      label: "Track Clicks",
      description: "Click tracking behaviour.",
      options: [
        {
          label: "Disabled",
          value: "0",
        },
        {
          label: "Enabled",
          value: "1",
        },
        {
          label: "Anonymous",
          value: "2",
        },
      ],
    },
    scheduleDateTime: {
      type: "string",
      label: "Schedule Date Time",
      description: "Format: June 15, 2021 6:05pm. Minutes in increments of '5', eg. 6pm, 6:05pm, 6:10pm, 6:15pm..",
      optional: true,
    },
    scheduleTimezone: {
      type: "string",
      label: "Schedule Timezone",
      description: "e.g., 'America/New_York'. See the [list of PHP's supported timezones](https://www.php.net/manual/en/timezones.php). This parameter only applies if you're scheduling your campaign with 'Schedule Date Time' parameter. Sendy will use your default timezone if this parameter is empty.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.sendy.createDraftCampaign({
      $,
      data: {
        from_name: this.fromName,
        from_email: this.fromEmail,
        reply_to: this.replyTo,
        title: this.title,
        subject: this.subject,
        plain_text: this.plainText,
        html_text: this.htmlText,
        list_ids: this.listIds && parseObject(this.listIds),
        segment_ids: this.segmentIds && parseObject(this.segmentIds),
        exclude_list_ids: this.excludeListIds && parseObject(this.excludeListIds),
        exclude_segment_ids: this.excludeSegmentIds && parseObject(this.excludeSegmentIds),
        brand_id: this.brandId,
        query_string: this.queryString,
        track_opens: this.trackOpens,
        track_clicks: this.trackClicks,
        schedule_date_time: this.scheduleDateTime,
        schedule_timezone: this.scheduleTimezone,
      },
    });

    $.export("$summary", "Draft campaign created successfully");
    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
Sendy	`sendy`	`app`	This component uses the Sendy app.
From Name	`fromName`	`string`	The 'From Name' of your campaign.
From Email	`fromEmail`	`string`	The 'From Email' of your campaign.
Reply To	`replyTo`	`string`	The 'Reply To' of your campaign.
Title	`title`	`string`	The 'Title' of your campaign.
Subject	`subject`	`string`	The 'Subject' of your campaign.
Plain Text	`plainText`	`string`	The 'Plain text version' of your campaign.
HTML Text	`htmlText`	`string`	The 'HTML version' of your campaign.
Brand ID	`brandId`	`string`	Select a value from the drop down menu.
List IDs	`listIds`	`string[]`	Select a value from the drop down menu.
Segment IDs	`segmentIds`	`string[]`	A list of segment IDs. Segment ids can be found in the segments setup page.
Exclude List IDs	`excludeListIds`	`string[]`	Select a value from the drop down menu.
Exclude Segment IDs	`excludeSegmentIds`	`string[]`	Segments to exclude from your campaign. Segment ids can be found in the segments setup page.
Query String	`queryString`	`string`	e.g., Google Analytics tags.
Track Opens	`trackOpens`	`string`	Select a value from the drop down menu:`{ "label": "Disabled", "value": "0" }{ "label": "Enabled", "value": "1" }{ "label": "Anonymous", "value": "2" }`
Track Clicks	`trackClicks`	`string`	Select a value from the drop down menu:`{ "label": "Disabled", "value": "0" }{ "label": "Enabled", "value": "1" }{ "label": "Anonymous", "value": "2" }`
Schedule Date Time	`scheduleDateTime`	`string`	Format: June 15, 2021 6:05pm. Minutes in increments of '5', eg. 6pm, 6:05pm, 6:10pm, 6:15pm..
Schedule Timezone	`scheduleTimezone`	`string`	e.g., 'America/New_York'. See the list of PHP's supported timezones. This parameter only applies if you're scheduling your campaign with 'Schedule Date Time' parameter. Sendy will use your default timezone if this parameter is empty.

Action Authentication#

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

About Sendy#

Sendy is a self hosted newsletter app that lets you send newsletters 100x cheaper via Amazon SES.

More Ways to Connect Sendy + Pipedrive#

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Popular Triggers#

New Deal (Instant) from the Pipedrive API

Emit new event when a new deal is created.

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New Deal Update (Instant) from the Pipedrive API

Emit new event when a deal is updated.

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New Person (Instant) from the Pipedrive API

Emit new event when a new person is created.

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Updated Person (Instant) from the Pipedrive API

Emit new event when a person is updated.

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Popular Actions#

Add Activity with the Pipedrive API

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

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Add Deal with the Pipedrive API

Adds a new deal. See the Pipedrive API docs for Deals here

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Add Note with the Pipedrive API

Adds a new note. For info on adding an note in Pipedrive

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Add Organization with the Pipedrive API

Adds a new organization. See the Pipedrive API docs for Organizations here

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Add Person with the Pipedrive API

Adds a new person. See the Pipedrive API docs for People here