Get Company Financials with Polygon API on New Events (Instant) from Twilio SendGrid API

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New Events (Instant) from the Twilio SendGrid API

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Get Company Financials with the Polygon API

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Getting Started#

This integration creates a workflow with a Twilio SendGrid trigger and Polygon 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 Get Company Financials action
1. Connect your Polygon account
2. Select a Stock Ticker
3. Optional- Configure Filing Date
4. Optional- Configure Period Of Report Date
5. Optional- Select a Timeframe
6. Optional- Select a Order
7. Optional- Configure Limit
8. Optional- Select a Sort
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:0.0.6

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: "0.0.6",
  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#

Get Company Financials on Polygon

Description:Retrieves financial details for a specific company by stock ticker. [See the documentation](https://polygon.io/docs/stocks/get_vx_reference_financials).

Version:0.0.1

Key:polygon-get-company-financials

View on GitHub

Polygon Overview#

The Polygon API grants access to a wealth of financial data, including real-time and historical stock prices, trade data, and more. Within Pipedream's serverless integration platform, you can tap into Polygon to create powerful workflows. With Pipedream, you can easily connect Polygon to hundreds of other apps, automate financial data processing, send stock alerts, or synchronize market data with databases or spreadsheets, all in real-time.

Action Code#

import {
  SORT_HISTORICAL_OPTIONS,
  SORT_OPTIONS, TIMEFRAME_OPTIONS,
} from "../../common/constants.mjs";
import polygon from "../../polygon.app.mjs";

export default {
  key: "polygon-get-company-financials",
  name: "Get Company Financials",
  description: "Retrieves financial details for a specific company by stock ticker. [See the documentation](https://polygon.io/docs/stocks/get_vx_reference_financials).",
  version: "0.0.1",
  type: "action",
  props: {
    polygon,
    stockTicker: {
      propDefinition: [
        polygon,
        "stockTicker",
      ],
    },
    filingDate: {
      type: "string",
      label: "Filing Date",
      description: "Query by the date when the filing with financials data was filed in **YYYY-MM-DD** format.",
      optional: true,
    },
    periodOfReportDate: {
      type: "string",
      label: "Period Of Report Date",
      description: "The period of report for the filing with financials data in **YYYY-MM-DD** format.",
      optional: true,
    },
    timeframe: {
      type: "string",
      label: "Timeframe",
      description: "Query by timeframe. Annual financials originate from 10-K filings, and quarterly financials originate from 10-Q filings. Note: Most companies do not file quarterly reports for Q4 and instead include those financials in their annual report, so some companies my not return quarterly financials for Q4",
      options: TIMEFRAME_OPTIONS,
      optional: true,
    },
    order: {
      type: "string",
      label: "Order",
      description: "Order results based on the `Sort` field.",
      options: SORT_OPTIONS,
      optional: true,
    },
    limit: {
      type: "integer",
      label: "Limit",
      description: "Limit the number of results returned.",
      optional: true,
      min: 1,
      max: 100,
      default: 10,
    },
    sort: {
      type: "string",
      label: "Sort",
      description: "Sort field used for ordering",
      options: SORT_HISTORICAL_OPTIONS,
      optional: true,
    },
  },
  async run({ $ }) {
    const financialDetails = await this.polygon.getFinancialDetails({
      $,
      params: {
        ticker: this.stockTicker,
        filing_date: this.filingDate,
        period_of_report_date: this.periodOfReportDate,
        timeframe: this.timeframe,
        order: this.order,
        limit: this.limit,
        sort: this.sort,
      },
    });
    $.export("$summary", `Successfully retrieved financial details for ${this.stockTicker}`);
    return financialDetails;
  },
};

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
Polygon	`polygon`	`app`	This component uses the Polygon app.
Stock Ticker	`stockTicker`	`string`	Select a value from the drop down menu.
Filing Date	`filingDate`	`string`	Query by the date when the filing with financials data was filed in YYYY-MM-DD format.
Period Of Report Date	`periodOfReportDate`	`string`	The period of report for the filing with financials data in YYYY-MM-DD format.
Timeframe	`timeframe`	`string`	Select a value from the drop down menu:`annualquarterlyttm`
Order	`order`	`string`	Select a value from the drop down menu:`ascdesc`
Limit	`limit`	`integer`	Limit the number of results returned.
Sort	`sort`	`string`	Select a value from the drop down menu:`filing_dateperiod_of_report_date`

Get Company Financials with Polygon API on New Events (Instant) from Twilio SendGrid API

Pipedream makes it easy to connect APIs for Polygon, Twilio SendGrid and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

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