Create Or Update Contact with SegMetrics API on New Contact from Twilio SendGrid API

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New Contact from the Twilio SendGrid API

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Create Or Update Contact with the SegMetrics API

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Getting Started#

This integration creates a workflow with a Twilio SendGrid trigger and SegMetrics 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 Or Update Contact action
1. Connect your SegMetrics account
2. Configure Integration ID
3. Configure Contact's Email
4. Configure First Name
5. Configure Last Name
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 Or Update Contact on SegMetrics

Description:Create or update a contact. [See documentation here](https://developers.segmetrics.io/#contacts)

Version:0.0.4

Key:segmetrics-create-or-update-contact

View on GitHub

SegMetrics Overview#

The SegMetrics API grants programmatic access to SegMetrics data, allowing users to extract detailed insights about their marketing efforts. With it, you can automate the retrieval of conversion data, contact lists, tags, and more, to better understand your marketing funnel performance. Leveraging Pipedream's processing capabilities, you can create intricate workflows that respond to this data in real-time, running logic or actions contingent on the insights you gain from SegMetrics.

Action Code#

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

export default {
  name: "Create Or Update Contact",
  version: "0.0.4",
  key: "segmetrics-create-or-update-contact",
  description: "Create or update a contact. [See documentation here](https://developers.segmetrics.io/#contacts)",
  type: "action",
  props: {
    app,
    integrationId: {
      label: "Integration ID",
      type: "string",
      description: "The ID of the Custom CRM integration from your Account Integrations page. Click to configure your Custom CRM integration, then copy the ID from the URL of the configuration page. For example, if the URL of the configuration page is `https://app.segmetrics.io/XXX/integration/configure/1234`, the integration ID is `1234`.",
    },
    email: {
      type: "string",
      label: "Contact's Email",
      description: "Email address of the contact",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the contact",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the contact",
    },
  },
  async run({ $ }) {
    const response = await this.app.createOrUpdateContact({
      $,
      integrationId: this.integrationId,
      data: {
        email: this.email,
        first_name: this.firstName,
        last_name: this.lastName,
      },
    });

    if (response) {
      $.export("$summary", `Successfully created or updated contact with email ${response.contact.email}`);
    }

    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
SegMetrics	`app`	`app`	This component uses the SegMetrics app.
Integration ID	`integrationId`	`string`	The ID of the Custom CRM integration from your Account Integrations page. Click to configure your Custom CRM integration, then copy the ID from the URL of the configuration page. For example, if the URL of the configuration page is `https://app.segmetrics.io/XXX/integration/configure/1234`, the integration ID is `1234`.
Contact's Email	`email`	`string`	Email address of the contact
First Name	`firstName`	`string`	First name of the contact
Last Name	`lastName`	`string`	Last name of the contact

Action Authentication#

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

To get your Account ID and API Key