Create or Update a Person with Ortto API on New Events (Instant) from Twilio SendGrid API

Pipedream makes it easy to connect APIs for Ortto , Twilio SendGrid and 2,900+ other apps remarkably fast.

Trigger workflow on

New Events (Instant) from the Twilio SendGrid API

Next, do this

Create or Update a Person with the Ortto API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the New Events (Instant) trigger
1. Connect your Twilio SendGrid account
2. Select one or more Event Types
Configure the Create or Update a Person action
1. Connect your Ortto account
2. Optional- Configure First Name
3. Optional- Configure Last Name
4. Configure Phone
5. Configure Email
6. Optional- Configure City
7. Optional- Configure Country
8. Optional- Configure Region
9. Optional- Configure Birthday
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 Events (Instant) on Twilio SendGrid

Description:Emit new event when any of the specified SendGrid events is received

Version:0.0.7

Key:sendgrid-events

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 common from "../common/http-based.mjs";
import deliveryEventTypes from "./delivery-event-types.mjs";
import engagementEventTypes from "./engagement-event-types.mjs";

export default {
  ...common,
  key: "sendgrid-events",
  name: "New Events (Instant)",
  description: "Emit new event when any of the specified SendGrid events is received",
  version: "0.0.7",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    eventTypes: {
      type: "string[]",
      label: "Event Types",
      description: "The type of events to listen to",
      options(context) {
        const { page } = context;
        if (page !== 0) {
          return {
            options: [],
          };
        }

        const options = [
          ...deliveryEventTypes,
          ...engagementEventTypes,
        ];
        return {
          options,
        };
      },
    },
  },
  methods: {
    ...common.methods,
    baseWebhookSettings() {
      // The list of events that a webhook can listen to. This method returns an
      // exhaustive list of all such flags disabled, and each event source can
      // then override the flags that are relevant to the event they handle.
      //
      // See the docs for more information:
      // https://sendgrid.com/docs/api-reference/
      const eventTypesData = [
        ...deliveryEventTypes,
        ...engagementEventTypes,
      ];
      return eventTypesData.reduce((accum, eventTypeData) => ({
        ...accum,
        [eventTypeData.value]: false,
      }), {});
    },
    webhookEventFlags() {
      return this.eventTypes.reduce((accum, eventType) => ({
        ...accum,
        [eventType]: true,
      }), {});
    },
    generateMeta(data) {
      const {
        event: eventType,
        sg_event_id: id,
        timestamp: ts,
      } = data;
      const summary = `New event: ${eventType}`;
      return {
        id,
        summary,
        ts,
      };
    },
  },
};

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.
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.
Event Types	`eventTypes`	`string[]`	Select a value from the drop down menu.

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 or Update a Person on Ortto

Description:Create or update a preexisting person in the Ortto account. [See the documentation](https://help.ortto.com/a-250-api-reference)

Version:0.0.2

Key:ortto-create-person

View on GitHub

Ortto Overview#

The Ortto API unleashes the power to streamline customer relationship management by automating personalized customer journeys, tracking user actions, and integrating with a variety of services to enhance marketing and sales strategies. With Ortto on Pipedream, you can create intricate workflows that respond dynamically to customer interactions, update CRM records, send targeted communications, and much more, building a rich, automated system that nurtures leads and cultivates customer loyalty.

Action Code#

import { clearObj } from "../../common/utils.mjs";
import ortto from "../../ortto.app.mjs";

export default {
  key: "ortto-create-person",
  name: "Create or Update a Person",
  description: "Create or update a preexisting person in the Ortto account. [See the documentation](https://help.ortto.com/a-250-api-reference)",
  version: "0.0.2",
  annotations: {
    destructiveHint: true,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    ortto,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The person's first name.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The person's last name.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The person's phone number.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The person's email address.",
    },
    city: {
      type: "string",
      label: "City",
      description: "The person's address city.",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "The person's address country.",
      optional: true,
    },
    region: {
      type: "string",
      label: "Region",
      description: "The person's address region.",
      optional: true,
    },
    birthday: {
      type: "string",
      label: "Birthday",
      description: "The person's birth date.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      ortto,
      ...props
    } = this;

    const birthday = {};
    if (props.birthday) {
      const date = new Date(props.birthday);
      birthday.day = date.getDate();
      birthday.month = date.getMonth() + 1;
      birthday.year = date.getFullYear();
    }

    const response = await ortto.createPerson({
      data: {
        people: [
          {
            fields: clearObj({
              "str::first": props.firstName,
              "str::last": props.lastName,
              "phn::phone": {
                "phone": props.phone,
                "parse_with_country_code": true,
              },
              "str::email": props.email,
              "geo::city": {
                name: props.city,
              },
              "geo::country": {
                name: props.country,
              },
              "geo::region": {
                name: props.region,
              },
              "dtz::b": birthday,
            }),
          },
        ],
        async: false,
        merge_by: [
          "str::email",
        ],
        find_strategy: 0,
      },
    });
    $.export("$summary", "Person successfully initialized or updated!");
    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
Ortto	`ortto`	`app`	This component uses the Ortto app.
First Name	`firstName`	`string`	The person's first name.
Last Name	`lastName`	`string`	The person's last name.
Phone	`phone`	`string`	The person's phone number.
Email	`email`	`string`	The person's email address.
City	`city`	`string`	The person's address city.
Country	`country`	`string`	The person's address country.
Region	`region`	`string`	The person's address region.
Birthday	`birthday`	`string`	The person's birth date.

Action Authentication#

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

To create your API key,

Navigate to your Ortto account and sign in
On the lefthand sidebar, click "CDP" > "Data sources" > "New data source" > "Custom API"
Copy your Private API Key below.