Create Customer with Chargify API on Donation Succeeded from Raisely API

Pipedream makes it easy to connect APIs for Chargify, Raisely and 2,900+ other apps remarkably fast.

Trigger workflow on

Donation Succeeded from the Raisely API

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Create Customer with the Chargify API

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Getting Started#

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

Select this integration
Configure the Donation Succeeded trigger
1. Connect your Raisely account
2. Configure timer
3. Optional- Select a Campaign
Configure the Create Customer action
1. Connect your Chargify account
2. Configure First Name
3. Configure Last Name
4. Configure Email
5. Optional- Configure Organization
6. Optional- Configure Street Address
7. Optional- Configure Street Address (line 2)
8. Optional- Configure City
9. Optional- Configure State
10. Optional- Configure Zip
11. Optional- Configure Country
12. Optional- Configure Phone
13. Optional- Configure Tax Exempt
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#

Donation Succeeded on Raisely

Description:Emit new event when a donation has succeeded.

Version:0.0.1

Key:raisely-donation-succeeded

View on GitHub

Raisely Overview#

The Raisely API lets you manage and automate interactions with your fundraising campaigns. It can be used for retrieving campaign data, updating donor records, or triggering communications. When paired with Pipedream, these capabilities grow exponentially, allowing for integration with countless other services for enhanced automation and data flow. For example, syncing donor information with a CRM, sending custom thank you emails, or posting updates to social media platforms.

Trigger Code#

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

export default {
  ...common,
  key: "raisely-donation-succeeded",
  name: "Donation Succeeded",
  description: "Emit new event when a donation has succeeded.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    campaignId: {
      propDefinition: [
        common.props.raisely,
        "campaignId",
      ],
    },
  },
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.raisely.listDonations;
    },
    getParams() {
      return {
        campaign: this.campaignId,
      };
    },
    getTsField() {
      return "updatedAt";
    },
    isRelevant(donation) {
      return (donation.status === "OK") && (!this.campaignId || (this.campaignId === donation.campaignUuid));
    },
    generateMeta(donation) {
      return {
        id: donation.uuid,
        summary: `New Donation Succeeded "${donation.uuid}"`,
        ts: Date.parse(donation[this.getTsField()]),
      };
    },
  },
};

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
Raisely	`raisely`	`app`	This component uses the Raisely app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Campaign	`campaignId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

To retrieve your API Key,

Navigate to your Raisely account and sign in
Select one of your Campaigns
Go to “API” > “API & Webhooks”

About Raisely#

Simple online fundraising for the worlds’ most ambitious campaigns 💜

Action#

Create Customer on Chargify

Description:Creates a new customer in Chargify. [See the documentation](https://developers.maxio.com/http/advanced-billing-api/api-endpoints/customers/create-customer)

Version:0.0.2

Key:chargify-create-customer

View on GitHub

Chargify Overview#

The Chargify API enables seamless integration of subscription billing, management, and reporting functionalities. With Chargify, you can automate the creation and management of customer subscriptions, handle invoicing, apply taxes, and track analytics related to your billing processes. It's a powerful tool for businesses with recurring revenue models to keep their billing systems in sync with other business operations, reducing manual workload and increasing efficiency.

Action Code#

import chargify from "../../chargify.app.mjs";

export default {
  key: "chargify-create-customer",
  name: "Create Customer",
  description: "Creates a new customer in Chargify. [See the documentation](https://developers.maxio.com/http/advanced-billing-api/api-endpoints/customers/create-customer)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    chargify,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the customer",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the customer",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the customer",
    },
    organization: {
      type: "string",
      label: "Organization",
      description: "The organization of the customer",
      optional: true,
    },
    address: {
      type: "string",
      label: "Street Address",
      description: "Street address of the customer (line 1)",
      optional: true,
    },
    address2: {
      type: "string",
      label: "Street Address (line 2)",
      description: "Street address of the customer (line 2)",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the customer",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State/Region of the customer",
      optional: true,
    },
    zip: {
      type: "string",
      label: "Zip",
      description: "Zip code of the customer",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "The country code of the customer. Example: `US`",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the customer",
      optional: true,
    },
    taxExempt: {
      type: "boolean",
      label: "Tax Exempt",
      description: "Set to `true` if the customer is tax exempt.",
      optional: true,
    },
  },
  async run({ $ }) {
    const { customer } = await this.chargify.createCustomer({
      $,
      data: {
        customer: {
          first_name: this.firstName,
          last_name: this.lastName,
          email: this.email,
          organization: this.organization,
          address: this.address,
          address_2: this.address2,
          city: this.city,
          state: this.state,
          zip: this.zip,
          country: this.country,
          phone: this.phone,
          tax_exempt: this.taxExempt,
        },
      },
    });
    $.export("$summary", `Successfully created customer with ID ${customer.id}`);
    return customer;
  },
};

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
Chargify	`chargify`	`app`	This component uses the Chargify app.
First Name	`firstName`	`string`	The first name of the customer
Last Name	`lastName`	`string`	The last name of the customer
Email	`email`	`string`	The email of the customer
Organization	`organization`	`string`	The organization of the customer
Street Address	`address`	`string`	Street address of the customer (line 1)
Street Address (line 2)	`address2`	`string`	Street address of the customer (line 2)
City	`city`	`string`	City of the customer
State	`state`	`string`	State/Region of the customer
Zip	`zip`	`string`	Zip code of the customer
Country	`country`	`string`	The country code of the customer. Example: `US`
Phone	`phone`	`string`	Phone number of the customer
Tax Exempt	`taxExempt`	`boolean`	Set to `true` if the customer is tax exempt.

Create Customer with Chargify API on Donation Succeeded from Raisely API

Pipedream makes it easy to connect APIs for Chargify, Raisely and 2,900+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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