Add Contact to Mailing List with Elastic Email API on New Task Completed from Clientify API

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Trigger workflow on

New Task Completed from the Clientify API

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Add Contact to Mailing List with the Elastic Email API

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Getting Started#

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

Select this integration
Configure the New Task Completed trigger
1. Connect your Clientify account
2. Configure Polling interval
Configure the Add Contact to Mailing List action
1. Connect your Elastic Email account
2. Configure Email
3. Optional- Select one or more List Names
4. Optional- Select a Status
5. Optional- Configure First Name
6. Optional- Configure Last Name
7. Optional- Configure Custom Fields
8. Optional- Configure Consent IP
9. Optional- Configure Consent Date
10. Optional- Select a Consent Tracking
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 Task Completed on Clientify

Description:Emit new event when a task is completed.

Version:0.0.1

Key:clientify-task-completed

View on GitHub

Clientify Overview#

The Clientify API enables automation and integration of Clientify's CRM functions within Pipedream. This API allows you to manage contacts, accounts, deals, and tasks, streamlining your customer relationship management. With Pipedream, you can harness these capabilities to create custom workflows that trigger actions within Clientify, respond to events, or connect with other apps to enhance productivity and data utilization.

Trigger Code#

import common from "../common/base.mjs";

export default {
  ...common,
  key: "clientify-task-completed",
  name: "New Task Completed",
  version: "0.0.1",
  description: "Emit new event when a task is completed.",
  type: "source",
  methods: {
    ...common.methods,
    getFunction() {
      return this.clientify.listTasks;
    },
    getSummary({ id }) {
      return `The task with id: "${id}" was completed!`;
    },
    getParams(lastDate) {
      return {
        "orderBy": "created",
        "created[gte]": lastDate,
        "status_id": 5,
      };
    },
  },
};

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
Clientify	`clientify`	`app`	This component uses the Clientify app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the Clientify on this schedule

Trigger Authentication#

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

About Clientify#

Clientify is a CRM tool that allows you to automate digital sales processes both by profiling customers as well as actions and tasks for users.

Action#

Add Contact to Mailing List on Elastic Email

Description:Adds a new contact to a mailing list. [See the documentation](https://elasticemail.com/developers/api-documentation/rest-api#operation/contactsPost)

Version:0.0.3

Key:elastic_email-add-contact

View on GitHub

Elastic Email Overview#

The Elastic Email API allows you to integrate a robust email sending platform into your Pipedream workflows. Use it to send emails, manage contacts, and track campaign statistics. With this API, you can automate email notifications, synchronize subscriber lists, or trigger marketing campaigns based on user actions.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import {
  CONSENT_TRACKING_OPTIONS,
  STATUS_OPTIONS,
} from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import app from "../../elastic_email.app.mjs";

export default {
  key: "elastic_email-add-contact",
  name: "Add Contact to Mailing List",
  description: "Adds a new contact to a mailing list. [See the documentation](https://elasticemail.com/developers/api-documentation/rest-api#operation/contactsPost)",
  version: "0.0.3",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    app,
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    listNames: {
      propDefinition: [
        app,
        "listNames",
      ],
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "The initial status of the contact.",
      options: STATUS_OPTIONS,
      optional: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The contact's first name.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The contact's last name.",
      optional: true,
    },
    customFields: {
      type: "object",
      label: "Custom Fields",
      description: "A key-value collection of custom contact fields which can be used in the system. Only already existing custom fields will be saved.",
      optional: true,
    },
    consentIP: {
      type: "string",
      label: "Consent IP",
      description: "IP address of consent to send this contact(s) your email. If not provided your current public IP address is used for consent.",
      optional: true,
    },
    consentDate: {
      type: "string",
      label: "Consent Date",
      description: "Date of consent to send this contact(s) your email. If not provided current date is used for consent.",
      optional: true,
    },
    consentTracking: {
      type: "string",
      label: "Consent Tracking",
      description: "Tracking of consent to send this contact(s) your email. Defaults to \"Unknown\".",
      options: CONSENT_TRACKING_OPTIONS,
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.app.addContact({
      $,
      params: {
        listnames: parseObject(this.listNames),
      },
      data: [
        {
          Email: this.email,
          Status: this.status,
          FirstName: this.firstName,
          LastName: this.lastName,
          CustomFields: parseObject(this.customFields),
          Consent: {
            ConsentIP: this.consentIP,
            ConsentDate: this.consentDate,
            ConsentTracking: this.consentTracking,
          },
        },
      ],
    });

    if (("success" in response) && response.success === "false") {
      throw new ConfigurationError(response.error);
    }

    $.export("$summary", `Successfully added contact ${this.email} to the mailing list`);
    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
Elastic Email	`app`	`app`	This component uses the Elastic Email app.
Email	`email`	`string`	The contact's email
List Names	`listNames`	`string[]`	Select a value from the drop down menu.
Status	`status`	`string`	Select a value from the drop down menu:`TransactionalEngagedActiveBouncedUnsubscribedAbuseInactiveStaleNotConfirmed`
First Name	`firstName`	`string`	The contact's first name.
Last Name	`lastName`	`string`	The contact's last name.
Custom Fields	`customFields`	`object`	A key-value collection of custom contact fields which can be used in the system. Only already existing custom fields will be saved.
Consent IP	`consentIP`	`string`	IP address of consent to send this contact(s) your email. If not provided your current public IP address is used for consent.
Consent Date	`consentDate`	`string`	Date of consent to send this contact(s) your email. If not provided current date is used for consent.
Consent Tracking	`consentTracking`	`string`	Select a value from the drop down menu:`UnknownAllowDeny`

Add Contact to Mailing List with Elastic Email API on New Task Completed from Clientify API

Pipedream makes it easy to connect APIs for Elastic Email, Clientify and 3,000+ other apps remarkably fast.

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

Developers ♥ Pipedream

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