Create Person with Agendor API on New Transcript Created from Twilio API

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New Transcript Created from the Twilio API

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Create Person with the Agendor API

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Getting Started#

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

Select this integration
Configure the New Transcript Created trigger
1. Connect your Twilio account
2. Configure Polling schedule
3. Optional- Configure Include Transcript Text?
Configure the Create Person action
1. Connect your Agendor account
2. Configure Name
3. Optional- Configure Legal Document Number (CPF)
4. Optional- Select a Organization ID
5. Optional- Configure Role
6. Optional- Select a Ranking
7. Optional- Configure Description
8. Optional- Configure Birthday
9. Optional- Select a Owner User
10. Optional- Configure Contact
11. Optional- Configure Address
12. Optional- Select a Lead Origin
13. Optional- Select a Category
14. Optional- Select one or more Products
15. Optional- Select a Allowed Users
16. Optional- Configure Allow to All Users
17. Optional- Configure Custom Fields
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 Transcript Created on Twilio

Description:Emit new event when a new call transcript is created

Version:0.0.1

Key:twilio-new-transcript-created

View on GitHub

Twilio Overview#

Twilio's API on Pipedream opens up a multitude of communication capabilities, allowing you to build robust, scalable, and automated workflows. With Twilio, you can send and receive SMS and MMS messages, make voice calls, and perform other communication functions programmatically. Leveraging Pipedream's seamless integration, you can connect these communications features with hundreds of other services to automate notifications, streamline customer interactions, and enhance operational efficiency.

Trigger Code#

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

export default {
  ...common,
  key: "twilio-new-transcript-created",
  name: "New Transcript Created",
  description: "Emit new event when a new call transcript is created",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    includeTranscriptText: {
      propDefinition: [
        common.props.twilio,
        "includeTranscriptText",
      ],
    },
  },
  methods: {
    ...common.methods,
    async listResults(...args) {
      const results = await this.twilio.listTranscripts(...args);
      if (!this.includeTranscriptText) {
        return results;
      }
      const transcripts = [];
      for (const result of results) {
        const {
          sentences, transcript,
        } = await this.twilio.getSentences(result.sid);
        transcripts.push({
          ...result,
          sentences,
          transcript,
        });
      }
      return transcripts;
    },
    generateMeta(transcript) {
      const {
        sid: id,
        dateCreated,
      } = transcript;
      return {
        id,
        summary: `New transcript ${id}`,
        ts: Date.parse(dateCreated),
      };
    },
  },
};

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
Twilio	`twilio`	`app`	This component uses the Twilio app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	Pipedream polls Twilio for events on this schedule.
Include Transcript Text?	`includeTranscriptText`	`boolean`	Set to `true` to include the transcript sentences in the response

Trigger Authentication#

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

To connect your Twilio account to Pipedream,

API Key and API Key SID

First, create an API key in Twilio.

There are three types of keys: Main, Standard, and Restricted. You'll need a Main key to interact with certain API endpoints, like /Accounts.
If you don't need to interact with those endpoints, you can use a Standard or Restricted key.

After creating your key, you'll see fields for Sid and Secret. Enter those in the fields below.

Account SID and Auth Token

Visit your Twilio Dashboard. You'll see your Account SID and Auth Token under Account info.

About Twilio#

Twilio is a cloud communications platform for building SMS, Voice & Messaging applications on an API built for global scale.

Action#

Create Person on Agendor

Description:Create Person [See the documentation](https://api.agendor.com.br/docs/#operation/Create%20person).

Version:0.0.1

Key:agendor-create-person

View on GitHub

Agendor Overview#

The Agendor API allows for seamless integration with a CRM platform, enabling automation of sales processes, data synchronization, and enhanced analytics. By leveraging the Agendor API on Pipedream, you can orchestrate workflows that react to events in Agendor, manipulate and analyze sales data, and bridge your sales processes with other tools like email marketing services, customer support platforms, and cloud storage solutions.

Action Code#

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

export default {
  name: "Create Person",
  description: "Create Person [See the documentation](https://api.agendor.com.br/docs/#operation/Create%20person).",
  key: "agendor-create-person",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    name: {
      type: "string",
      label: "Name",
      description: "Name of this person.",
    },
    cpf: {
      type: "string",
      label: "Legal Document Number (CPF)",
      description: "Legal document number (CPF)",
      optional: true,
    },
    organizationId: {
      propDefinition: [
        app,
        "organizationId",
      ],
      optional: true,
    },
    role: {
      type: "string",
      label: "Role",
      description: "Person's role in their organization",
      optional: true,
    },
    ranking: {
      propDefinition: [
        app,
        "ranking",
      ],
    },
    description: {
      propDefinition: [
        app,
        "description",
      ],
      description: "Your description of this person.",
    },
    birthday: {
      type: "string",
      label: "Birthday",
      description: "Person's birthday with or without year (`YYYY-MM-DD` or `MM-DD`).",
      optional: true,
    },
    ownerUser: {
      propDefinition: [
        app,
        "userId",
      ],
      description: "User ID or email of the owner of this person.",
    },
    contact: {
      propDefinition: [
        app,
        "contact",
      ],
    },
    address: {
      propDefinition: [
        app,
        "address",
      ],
    },
    leadOrigin: {
      propDefinition: [
        app,
        "leadOrigin",
      ],
    },
    category: {
      propDefinition: [
        app,
        "category",
      ],
    },
    products: {
      propDefinition: [
        app,
        "product",
      ],
      type: "string[]",
      label: "Products",
    },
    allowedUsers: {
      propDefinition: [
        app,
        "userId",
      ],
      label: "Allowed Users",
      description: "Array of IDs of users that should be able to see this person.",
    },
    allowToAllUsers: {
      propDefinition: [
        app,
        "allowToAllUsers",
      ],
      description: "Set true if this person should be visible to all users.",
    },
    customFields: {
      propDefinition: [
        app,
        "customFields",
      ],
    },
  },
  async run({ $ }) {
    const {
      app,
      ...data
    } = this;
    const person = await app.createPerson(data);
    $.export("summary", `Person successfully created with id "${person.data.id}".`);
    return person;
  },
};

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
Agendor	`app`	`app`	This component uses the Agendor app.
Name	`name`	`string`	Name of this person.
Legal Document Number (CPF)	`cpf`	`string`	Legal document number (CPF)
Organization ID	`organizationId`	`string`	Select a value from the drop down menu.
Role	`role`	`string`	Person's role in their organization
Ranking	`ranking`	`string`	Select a value from the drop down menu:`012345`
Description	`description`	`string`	Your description of this person.
Birthday	`birthday`	`string`	Person's birthday with or without year (`YYYY-MM-DD` or `MM-DD`).
Owner User	`ownerUser`	`string`	Select a value from the drop down menu.
Contact	`contact`	`object`	Contact object can have the following properties: `email, work, mobile, fax, whatsapp, facbeook, twitter, instagram, linked_in, skype`. Please check the documentation in the description for more information.
Address	`address`	`object`	Address Object can have the following properties: `postal_code, country, district, state, street_name, street_number, additional_info, city`. Please check the documentation in the description for more information.
Lead Origin	`leadOrigin`	`string`	Select a value from the drop down menu.
Category	`category`	`string`	Select a value from the drop down menu.
Products	`products`	`string[]`	Select a value from the drop down menu.
Allowed Users	`allowedUsers`	`string`	Select a value from the drop down menu.
Allow to All Users	`allowToAllUsers`	`boolean`	Set true if this person should be visible to all users.
Custom Fields	`customFields`	`object`	Custom fields information.

Action Authentication#

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

To retrieve your API Token,

Navigate to your Agendor account and sign in
Go to “Menu” > “Integrations”

About Agendor#

Agendor is a sales improvement platform with web and mobile version designed for Brazilian companies with long sales cycles.

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Other Popular Integrations#

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