Create a PDF with APITemplate.io API on New Contact from Twilio SendGrid API

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Trigger workflow on

New Contact from the Twilio SendGrid API

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Create a PDF with the APITemplate.io API

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Getting Started#

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

Select this integration
Configure the New Contact trigger
1. Connect your Twilio SendGrid account
2. Configure timer
Configure the Create a PDF action
1. Connect your APITemplate.io account
2. Optional- Select a API Endpoints
3. Select a Template Id
4. Configure Data
5. Optional- Configure Expiration
6. Optional- Configure Meta
7. Optional- Select a Export Type
8. Optional- Configure Output HTML
9. Optional- Select a Output Format
10. Optional- Configure Filename
11. Optional- Configure Image Resample Res
12. Optional- Configure Is CMYK
13. Optional- Configure Async
14. Optional- Configure Webhook URL
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 Contact on Twilio SendGrid

Description:Emit new event when a new contact is created

Version:0.0.7

Key:sendgrid-new-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.

Trigger Code#

import orderBy from "lodash/orderBy.js";
import common from "../common/timer-based.mjs";

export default {
  ...common,
  key: "sendgrid-new-contact",
  name: "New Contact",
  description: "Emit new event when a new contact is created",
  version: "0.0.7",
  type: "source",
  dedupe: "unique",
  hooks: {
    async activate() {
      const currentTimestamp = Date.now();
      const state = {
        processedItems: [],
        lowerTimestamp: currentTimestamp,
        upperTimestamp: currentTimestamp,
      };
      this.db.set("state", state);
    },
  },
  methods: {
    ...common.methods,
    _maxDelayTime() {
      // There is no report from SendGrid as to how much time it takes
      // for a contact to be created and appear in search results, so
      // we're using a rough estimate of 30 minutes here.
      return 30 * 60 * 1000;  // 30 minutes, in milliseconds
    },
    _addDelayOffset(timestamp) {
      return timestamp - this._maxDelayTime();
    },
    _cleanupOldProcessedItems(processedItems, currentTimestamp) {
      return processedItems
        .map((item) => ({
          // We just need to keep track of the record ID and
          // its creation date.
          id: item.id,
          created_at: item.created_at,
        }))
        .filter((item) => {
          const { created_at: createdAt } = item;
          const createdAtTimestamp = Date.parse(createdAt);
          const cutoffTimestamp = this._addDelayOffset(currentTimestamp);
          return createdAtTimestamp > cutoffTimestamp;
        });
    },
    _makeSearchQuery(processedItems, lowerTimestamp, upperTimestamp) {
      const idList = processedItems
        .map((item) => item.id)
        .map((id) => `'${id}'`)
        .join(", ")
      || "''";
      const startTimestamp = this._addDelayOffset(lowerTimestamp);
      const startDate = this.toISOString(startTimestamp);
      const endDate = this.toISOString(upperTimestamp);
      return `
        contact_id NOT IN (${idList}) AND
        created_at BETWEEN
          TIMESTAMP '${startDate}' AND
          TIMESTAMP '${endDate}'
      `;
    },
    generateMeta(data) {
      const {
        item,
        eventTimestamp: ts,
      } = data;
      const {
        id,
        email,
      } = item;
      const slugifiedEmail = this.slugifyEmail(email);
      const summary = `New contact: ${slugifiedEmail}`;
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(event) {
      // Transform the timer timestamp to milliseconds
      // to be consistent with how Javascript handles timestamps.
      const eventTimestamp = event.timestamp * 1000;

      // Retrieve the current state of the component.
      const {
        processedItems,
        lowerTimestamp,
        upperTimestamp,
      } = this.db.get("state");

      // Search for contacts within a specific timeframe, excluding
      // items that have already been processed.
      const query = this._makeSearchQuery(processedItems, lowerTimestamp, upperTimestamp);
      const {
        result: items,
        contact_count: contactCount,
      } = await this.sendgrid.searchContacts(query);

      // If no contacts have been retrieved via the API,
      // move the time window forward to possibly capture newer contacts.
      if (contactCount === 0) {
        const newState = {
          processedItems: this._cleanupOldProcessedItems(processedItems, lowerTimestamp),
          lowerTimestamp: upperTimestamp,
          upperTimestamp: eventTimestamp,
        };
        this.db.set("state", newState);
        return;
      }

      // We process the searched records from oldest to newest.
      const itemsToProcess = orderBy(items, "created_at");
      itemsToProcess
        .forEach((item) => {
          const meta = this.generateMeta({
            item,
            eventTimestamp,
          });
          this.$emit(item, meta);
        });

      // Use the timestamp of the last processed record as a lower bound for
      // following searches. This bound will be subjected to an offset so in
      // case older records appear in future search results, but have not
      // appeared until now, can be processed. We only adjust it if it means
      // moving forward, not backwards. Otherwise, we might start retrieving
      // older and older records indefinitely (and we're all about *new*
      // records!)
      const newLowerTimestamp = Math.max(
        lowerTimestamp,
        Date.parse(itemsToProcess[0].created_at),
      );

      // If the total contact count is less than 100, it means that during the
      // next iteration the search results count will most likely be less than
      // 50. In that case, if we extend the upper bound of the search time range
      // we might be able to retrieve more records.
      const newUpperTimestamp = contactCount < 100
        ? eventTimestamp
        : upperTimestamp;

      // The list of processed items can grow indefinitely.
      // Since we don't want to keep track of every processed record
      // ever, we need to clean up this list, removing any records
      // that are no longer relevant.
      const newProcessedItems = this._cleanupOldProcessedItems(
        [
          ...processedItems,
          ...itemsToProcess,
        ],
        newLowerTimestamp,
      );

      // Update the state of the component to reflect the computations
      // made above.
      const newState = {
        processedItems: newProcessedItems,
        lowerTimestamp: newLowerTimestamp,
        upperTimestamp: newUpperTimestamp,
      };
      this.db.set("state", newState);
    },
  },
};

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.
Twilio SendGrid	`sendgrid`	`app`	This component uses the Twilio SendGrid app.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

About Twilio SendGrid#

Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.

Action#

Create a PDF on APITemplate.io

Description:Create a PDF file with JSON data and your template. [See the docs](https://apitemplate.io/apiv2/#tag/API-Integration/operation/create-pdf) for more information

Version:0.0.1

Key:apitemplate_io-create-pdf

View on GitHub

APITemplate.io Overview#

APITemplate.io's API unleashes creative automation for generating images or PDFs from predefined templates. It's a powerful tool for creating custom visual content on-the-fly, ideal for marketers, developers, or content creators who need to personalize images or documents at scale. With Pipedream's integration capabilities, you can construct workflows that trigger custom media creation based on specific triggers or actions from a wide range of apps and services.

Action Code#

import app from "../../app/apitemplate_io.app.mjs";
import { defineAction } from "@pipedream/types";
export default defineAction({
    name: "Create a PDF",
    description: "Create a PDF file with JSON data and your template. [See the docs](https://apitemplate.io/apiv2/#tag/API-Integration/operation/create-pdf) for more information",
    key: "apitemplate_io-create-pdf",
    version: "0.0.1",
    type: "action",
    props: {
        app,
        apiEndpoints: {
            propDefinition: [
                app,
                "apiEndpoints",
            ],
        },
        templateId: {
            propDefinition: [
                app,
                "templateId",
                () => ({
                    format: "PDF",
                }),
            ],
        },
        data: {
            propDefinition: [
                app,
                "data",
            ],
        },
        expiration: {
            propDefinition: [
                app,
                "expiration",
            ],
        },
        meta: {
            propDefinition: [
                app,
                "meta",
            ],
        },
        exportType: {
            propDefinition: [
                app,
                "exportType",
            ],
        },
        outputHtml: {
            propDefinition: [
                app,
                "outputHtml",
            ],
        },
        outputFormat: {
            propDefinition: [
                app,
                "outputFormat",
            ],
        },
        filename: {
            propDefinition: [
                app,
                "filename",
            ],
        },
        imageResampleRes: {
            propDefinition: [
                app,
                "imageResampleRes",
            ],
        },
        isCmyk: {
            propDefinition: [
                app,
                "isCmyk",
            ],
        },
        async: {
            propDefinition: [
                app,
                "async",
            ],
        },
        webhookUrl: {
            propDefinition: [
                app,
                "webhookUrl",
            ],
        },
    },
    methods: {
        boolToInt(prop) {
            if (typeof (prop) === "boolean") {
                if (prop) {
                    return 1;
                }
                return 0;
            }
            return prop;
        },
    },
    async run({ $ }) {
        const params = {
            template_id: this.templateId,
            expiration: this.expiration,
            meta: this.meta,
            export_type: this.exportType,
            output_html: this.boolToInt(this.outputHtml),
            output_format: this.outputFormat,
            filename: this.filename,
            image_resample_res: this.imageResampleRes,
            is_cmyk: this.boolToInt(this.isCmyk),
            async: this.boolToInt(this.async),
            webhook_url: this.webhookUrl,
        };
        const response = await this.app.createImage($, this.apiEndpoints, params, this.data);
        $.export("$summary", `Successfully created a new PDF: ${response.transaction_ref}`);
        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
APITemplate.io	`app`	`app`	This component uses the APITemplate.io app.
API Endpoints	`apiEndpoints`	`string`	Select a value from the drop down menu:`{ "label": "Default (Singapore)", "value": "https://rest.apitemplate.io" }{ "label": "Europe (Frankfurt)", "value": "https://rest-de.apitemplate.io" }{ "label": "US East (N. Virginia)", "value": "https://rest-us.apitemplate.io" }{ "label": "Australia (Sydney)", "value": "https://rest-au.apitemplate.io" }{ "label": "Alternative Default (Singapore)", "value": "https://rest-alt.apitemplate.io" }{ "label": "Alternative Europe (Frankfurt)", "value": "https://rest-alt-de.apitemplate.io" }{ "label": "Alternative US East (N. Virginia)", "value": "https://rest-alt-us.apitemplate.io" }`
Template Id	`templateId`	`string`	Select a value from the drop down menu.
Data	`data`	`any`	Object to replace values on the template, you can check here for the JSON example for your template.
Expiration	`expiration`	`integer`	Expiration of the generated image in minutes(default to `0`, store permanently).
Meta	`meta`	`string`	Specify an external reference ID for your own reference. It appears in the `list-objects` API.
Export Type	`exportType`	`string`	Select a value from the drop down menu:`jsonfile`
Output HTML	`outputHtml`	`boolean`	Whether it should output html or not
Output Format	`outputFormat`	`string`	Select a value from the drop down menu:`pdfhtml`
Filename	`filename`	`string`	Default to UUID (e.g 0c93bd9e-9ebb-4634-a70f-de9131848416.pdf). Use this to specify custom file name, it should end with `.pdf`
Image Resample Res	`imageResampleRes`	`integer`	We embed the original images by default, meaning large PDF file sizes. Specifying this option helps reduce the PDF file size. Common values are `72`, `96`, `150`, `300` and `600`.
Is CMYK	`isCmyk`	`boolean`	Use CMYK color profile, Default to `false`
Async	`async`	`boolean`	To generate PDF asynchronously, set the value to `true` and the API call returns immediately. Once the PDF document is generated, we will make a HTTP/HTTPS GET to your webhook and will retry for 3 times before giving up.
Webhook URL	`webhookUrl`	`string`	It is the URL of your webhook URL, it starts with `http://` or `https://` and has to be urlencoded.

Action Authentication#

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

To retrieve your API key,