Create Card with Pipefy API on New Transcription from Twilio API

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Trigger workflow on

New Transcription from the Twilio API

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Create Card with the Pipefy API

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Getting Started#

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

Select this integration
Configure the New Transcription trigger
1. Connect your Twilio account
2. Configure Polling schedule
Configure the Create Card action
1. Connect your Pipefy account
2. Select a Organization
3. Select a Pipe
4. Select a Phase
5. Configure Title
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 Transcription on Twilio

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

Version:0.1.3

Key:twilio-new-transcription

View on GitHub

Twilio Overview#

With the Twilio API, you can build telephone applications that make and receive
phone calls, as well astext messaging applications that send and receive text
messages.

Some examples of applications you could build include:

A phone call application that allows you to make and receive phone calls over
the internet
A text messaging application that allows you to send and receive text
messages over the internet
A voicemail application that allows you to leave and receive voicemails over
the internet

Trigger Code#

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

export default {
  ...common,
  key: "twilio-new-transcription",
  name: "New Transcription",
  description: "Emit new event when a new call transcription is created",
  version: "0.1.3",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async listResults(...args) {
      return await this.twilio.listTranscriptions(...args);
    },
    generateMeta(transcription) {
      const {
        sid: id,
        dateCreated,
      } = transcription;
      return {
        id,
        summary: `New transcription ${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.

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,

First, create an API key in Twilio.

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

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

Visit your Twilio Dashboard. You'll see your Account SID listed near the top. Enter that in the AccountSid field below.

About Twilio#

Cloud communications platform for building SMS, Voice & Messaging applications on an API built for global scale

Action#

Create Card on Pipefy

Description:Create a new Card in a Pipe. [See the docs here](https://api-docs.pipefy.com/reference/mutations/createCard/)

Version:0.1.2

Key:pipefy-create-card

View on GitHub

Pipefy Overview#

Using the Pipefy API, it is possible to build powerful workflows that help to streamline the entire process of managing any given task or process. The API provides access to all of Pipefy’s features, allowing developers to create custom-built workflows that are tailored for their specific needs.

With Pipefy’s API, developers can take advantage of the following:

Create and manage customized pipelines
Automatically trigger events between different phases
Track progress and milestones
Establish custom notifications
Manage resources

Examples of what you can build with the Pipefy API:

A workflow to oversee the recruitment process, from applicant submission to onboarding.
A workflow to organize the marketing team’s daily, weekly and monthly tasks.
A workflow to oversee the development of software products, from planning to the release.
An automated system for processing customer requests and complaints.
A workflow to manage product releases from inception to launch.

Action Code#

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

export default {
  key: "pipefy-create-card",
  name: "Create Card",
  description: "Create a new Card in a Pipe. [See the docs here](https://api-docs.pipefy.com/reference/mutations/createCard/)",
  version: "0.1.2",
  type: "action",
  props: {
    pipefy,
    organization: {
      propDefinition: [
        pipefy,
        "organization",
      ],
    },
    pipe: {
      propDefinition: [
        pipefy,
        "pipe",
        (c) => ({
          orgId: c.organization,
        }),
      ],
      reloadProps: true,
    },
    phase: {
      propDefinition: [
        pipefy,
        "phase",
        (c) => ({
          pipeId: c.pipe,
        }),
      ],
      reloadProps: true,
    },
    title: {
      type: "string",
      label: "Title",
      description: "Title of the new card",
    },
  },
  async additionalProps() {
    const props = {};
    const startFields = this.pipe
      ? await this.pipefy.listPipeFields(this.pipe)
      : [];
    const fields = this.phase
      ? await this.pipefy.listPhaseFields(this.phase)
      : [];
    const allFields = [
      ...startFields,
      ...fields,
    ];
    for (const field of allFields) {
      props[field.id] = {
        type: "string",
        label: field.label,
        description: `Type: ${field.type}. ${field.description}`,
        optional: !field.required,
      };
      if (field.options.length > 0) {
        props[field.id].options = field.options;
      }
    }
    return props;
  },
  async run({ $ }) {
  /*
  Example query:

  mutation{
    createCard( input: {
      pipe_id: 219739
      fields_attributes: [
        {field_id: "assignee", field_value:[00000, 00001]}
        {field_id: "checklist_vertical", field_value: ["a", "b"]}
        {field_id: "email", field_value: "rocky.balboa@email.com"}
      ]
      parent_ids: ["2750027"]
    })
    { card { id title } }
  }
  */

    const fieldsAttributes = [];
    const startFields = await this.pipefy.listPipeFields(this.pipe);
    const fields = await this.pipefy.listPhaseFields(this.phase);
    const allFields = [
      ...startFields,
      ...fields,
    ];
    for (const field of allFields) {
      if (this[field.id]) {
        fieldsAttributes.push({
          field_id: field.id,
          field_value: this[field.id],
        });
      }
    }

    const variables = {
      pipeId: this.pipe,
      phaseId: this.phase,
      title: this.title,
      fieldsAttributes,
    };

    const response = await this.pipefy.createCard(variables);
    $.export("$summary", "Successfully created card");
    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
Pipefy	`pipefy`	`app`	This component uses the Pipefy app.
Organization	`organization`	`string`	Select a value from the drop down menu.
Pipe	`pipe`	`string`	Select a value from the drop down menu.
Phase	`phase`	`string`	Select a value from the drop down menu.
Title	`title`	`string`	Title of the new card

Action Authentication#

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

To authorize requests to the Pipefy API, you'll need to generate a Personal access token. In order to create Pipefy triggers in Pipedream, you will need to be a Pipefy administrator.

Go to https://app.pipefy.com/tokens
Click Generate new token and give the token a description
Click Save

About Pipefy#

Process Management, Workflow Management Software

More Ways to Connect Pipefy + Twilio#

Other Popular Integrations#

Create Card with Pipefy API on New Call (Instant) from Twilio API

Twilio + Pipefy

Create Card with Pipefy API on New Transcription from Twilio API

Pipedream makes it easy to connect APIs for Pipefy, Twilio and 1000+ other apps remarkably fast.

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

Developers ♥ Pipedream

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