Create Card with Pipefy API on New Transcript Created from Twilio API

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Trigger workflow on

New Transcript Created 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 Transcript Created trigger
1. Connect your Twilio account
2. Configure Polling schedule
3. Optional- Configure Include Transcript Text?
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 Transcript Created on Twilio

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

Version:0.0.2

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: "0.0.2",
  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 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#

Pipefy is a platform that empowers users to streamline complex processes and workflows without the need for technical skills. With the Pipefy API, you can automate various aspects of your Pipefy environment, such as creating cards, updating fields, and managing pipelines programmatically. Use Pipedream to connect Pipefy with hundreds of other apps and orchestrate workflows that can save time, reduce errors, and enhance efficiency.

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

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