Create Company with Connectwise PSA API on New Incoming SMS (Instant) from Twilio API

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New Incoming SMS (Instant) from the Twilio API

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Create Company with the Connectwise PSA API

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Getting Started#

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

Select this integration
Configure the New Incoming SMS (Instant) trigger
1. Connect your Twilio account
2. Select a Incoming Phone Number
3. Optional- Configure Response Message
Configure the Create Company action
1. Connect your Connectwise PSA account
2. Configure Company Name
3. Configure Identifier
4. Select one or more Types
5. Select a Status
6. Configure Site Name
7. Optional- Configure Address Line 1
8. Optional- Configure Address Line 2
9. Optional- Configure City
10. Optional- Configure State
11. Optional- Configure Zip
12. Optional- Select a Country
13. Optional- Configure Phone
14. Optional- Configure Website
15. Optional- Select a Market
16. Optional- Select a Territory
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 Incoming SMS (Instant) on Twilio

Description:Emit new event every time an SMS is sent to the phone number set. Configures a webhook in Twilio, tied to an incoming phone number.

Version:0.1.6

Key:twilio-new-incoming-sms

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 twilio from "twilio";
import common from "../common/common-webhook.mjs";
import constants from "../../common/constants.mjs";

const MessagingResponse = twilio.twiml.MessagingResponse;

export default {
  ...common,
  key: "twilio-new-incoming-sms",
  name: "New Incoming SMS (Instant)",
  description: "Emit new event every time an SMS is sent to the phone number set. Configures a webhook in Twilio, tied to an incoming phone number.",
  version: "0.1.6",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    responseMessage: {
      propDefinition: [
        common.props.twilio,
        "responseMessage",
      ],
    },
  },
  methods: {
    ...common.methods,
    getServiceType() {
      return constants.SERVICE_TYPE.SMS;
    },
    getResponseBody() {
      const twiml = new MessagingResponse();
      let responseBody = "<Response></Response>";
      if (this.responseMessage) {
        twiml.message(this.responseMessage);
        responseBody = twiml.toString();
      }
      return responseBody;
    },
    generateMeta(body, headers) {
      return {
        /** if Twilio retries a message, but we've already emitted, dedupe */
        id: headers["i-twilio-idempotency-token"],
        summary: body.Body,
        ts: Date.now(),
      };
    },
  },
};

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.
Incoming Phone Number	`incomingPhoneNumber`	`string`	Select a value from the drop down menu.
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.
Response Message	`responseMessage`	`string`	The message you want to send in response to incoming messages. Leave this blank if you don't need to issue a 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.

About Twilio#

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

Action#

Create Company on Connectwise PSA

Description:Creates a new company in Connectwise. [See the documentation](https://developer.connectwise.com/Products/ConnectWise_PSA/REST#/Companies/postCompanyCompanies)

Version:0.0.3

Key:connectwise_psa-create-company

View on GitHub

Connectwise PSA Overview#

ConnectWise PSA (Professional Services Automation) API offers a powerful avenue for managing business processes related to technology services. By integrating with ConnectWise PSA via Pipedream, developers can automate complex workflows, synchronize data across various platforms, and enhance operational efficiencies. This API allows for control over modules like service tickets, project management, and account management, essentially streamlining operations and making data management more effective.

Action Code#

import connectwise from "../../connectwise_psa.app.mjs";

export default {
  key: "connectwise_psa-create-company",
  name: "Create Company",
  description: "Creates a new company in Connectwise. [See the documentation](https://developer.connectwise.com/Products/ConnectWise_PSA/REST#/Companies/postCompanyCompanies)",
  version: "0.0.3",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    connectwise,
    name: {
      type: "string",
      label: "Company Name",
      description: "The name of the new company",
    },
    identifier: {
      type: "string",
      label: "Identifier",
      description: "A unique identifier for the company",
    },
    types: {
      propDefinition: [
        connectwise,
        "companyTypes",
      ],
    },
    status: {
      propDefinition: [
        connectwise,
        "status",
      ],
    },
    site: {
      type: "string",
      label: "Site Name",
      description: "The site name for the company",
    },
    address1: {
      type: "string",
      label: "Address Line 1",
      description: "First line of the company's address",
      optional: true,
    },
    address2: {
      type: "string",
      label: "Address Line 2",
      description: "Second line of the company's address",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the company",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State of the company",
      optional: true,
    },
    zip: {
      type: "string",
      label: "Zip",
      description: "Zip code of the company",
      optional: true,
    },
    country: {
      propDefinition: [
        connectwise,
        "country",
      ],
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the company",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "Website of the company",
      optional: true,
    },
    market: {
      propDefinition: [
        connectwise,
        "market",
      ],
    },
    territory: {
      propDefinition: [
        connectwise,
        "territory",
      ],
    },
  },
  async run({ $ }) {
    const types = this.types.map((type) => ({
      id: type,
    }));
    const response = await this.connectwise.createCompany({
      $,
      data: {
        name: this.name,
        identifier: this.identifier,
        types,
        status: {
          id: this.status,
        },
        site: {
          name: this.site,
        },
        addressLine1: this.address1,
        addressLine2: this.address2,
        city: this.city,
        state: this.state,
        zip: this.zip,
        country: this.country
          ? {
            id: this.country,
          }
          : undefined,
        phoneNumber: this.phone,
        website: this.website,
        market: this.market
          ? {
            id: this.market,
          }
          : undefined,
        territory: this.territory
          ? {
            id: this.territory,
          }
          : undefined,
      },
    });
    $.export("$summary", `Successfully created company with ID: ${response.id}`);
    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
Connectwise PSA	`connectwise`	`app`	This component uses the Connectwise PSA app.
Company Name	`name`	`string`	The name of the new company
Identifier	`identifier`	`string`	A unique identifier for the company
Types	`types`	`integer[]`	Select a value from the drop down menu.
Status	`status`	`integer`	Select a value from the drop down menu.
Site Name	`site`	`string`	The site name for the company
Address Line 1	`address1`	`string`	First line of the company's address
Address Line 2	`address2`	`string`	Second line of the company's address
City	`city`	`string`	City of the company
State	`state`	`string`	State of the company
Zip	`zip`	`string`	Zip code of the company
Country	`country`	`integer`	Select a value from the drop down menu.
Phone	`phone`	`string`	Phone number of the company
Website	`website`	`string`	Website of the company
Market	`market`	`integer`	Select a value from the drop down menu.
Territory	`territory`	`integer`	Select a value from the drop down menu.

Action Authentication#

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

About Connectwise PSA#

Streamline your business from end to end with ConnectWise PSA.

More Ways to Connect Connectwise PSA + Twilio#

Other Popular Integrations#

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Create Company with Connectwise PSA API on New Incoming SMS (Instant) from Twilio API

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

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

Developers ♥ Pipedream

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