Add Contact with WATI API on New Invoice from Keap (Infusionsoft) API

Pipedream makes it easy to connect APIs for WATI, Keap (Infusionsoft) and 2,500+ other apps remarkably fast.

Trigger workflow on

New Invoice from the Keap (Infusionsoft) API

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Add Contact with the WATI API

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Getting Started#

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

Select this integration
Configure the New Invoice trigger
1. Connect your Keap (Infusionsoft) account
Configure the Add Contact action
1. Connect your WATI account
2. Configure WhatsApp Number
3. Optional- Configure Name
4. Optional- Configure Custom Params
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 Invoice on Keap (Infusionsoft)

Description:Emit new event for each new **invoice** [See docs here](https://developer.infusionsoft.com/docs/rest/#tag/REST-Hooks)

Version:0.0.1

Key:infusionsoft-new-invoice

View on GitHub

Keap (Infusionsoft) Overview#

The Keap (Infusionsoft) API is a powerful tool that unlocks advanced customer relationship management, marketing automation, and sales features. It allows you to manage contacts, create and update customer records, send emails, set up marketing campaigns, and more, automating and integrating these processes within your business workflows. With Pipedream's serverless execution environment, you can harness this API to craft custom automations, trigger sequences based on specific actions, and connect Keap to a multitude of other apps and services, streamlining your sales and marketing efforts.

Trigger Code#

import { defineSource } from "@pipedream/types";
import common from "../common.mjs";
export default defineSource({
    ...common,
    name: "New Invoice",
    description: "Emit new event for each new **invoice** [See docs here](https://developer.infusionsoft.com/docs/rest/#tag/REST-Hooks)",
    key: "infusionsoft-new-invoice",
    version: "0.0.1",
    type: "source",
    methods: {
        ...common.methods,
        getHookType() {
            return "invoice.add";
        },
        getSummary({ id }) {
            return `Invoice ID ${id}`;
        },
    },
});

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
Keap (Infusionsoft)	`infusionsoft`	`app`	This component uses the Keap (Infusionsoft) app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
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.

Trigger Authentication#

Keap (Infusionsoft) uses OAuth authentication. When you connect your Keap (Infusionsoft) account, Pipedream will open a popup window where you can sign into Keap (Infusionsoft) and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Keap (Infusionsoft) API.

Pipedream requests the following authorization scopes when you connect your account:

About Keap (Infusionsoft)#

CRM, sales & marketing platform

Action#

Add Contact on WATI

Description:Adds a new contact on the WATI platform. [See the documentation](https://docs.wati.io/reference/post_api-v1-addcontact-whatsappnumber)

Version:0.0.1

Key:wati-add-contact

View on GitHub

WATI Overview#

The WATI API allows you to power up your customer engagement by leveraging WhatsApp messaging. With Pipedream's capabilities, you can create serverless workflows that integrate WATI to automate personalized notifications, process inbound messages, and manage contacts. This can help scale your customer service, marketing campaigns, and streamline communications with WhatsApp's wide user base.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import wati from "../../wati.app.mjs";

export default {
  key: "wati-add-contact",
  name: "Add Contact",
  description: "Adds a new contact on the WATI platform. [See the documentation](https://docs.wati.io/reference/post_api-v1-addcontact-whatsappnumber)",
  version: "0.0.1",
  type: "action",
  props: {
    wati,
    whatsappNumber: {
      propDefinition: [
        wati,
        "whatsappNumber",
      ],
    },
    name: {
      type: "string",
      label: "Name",
      description: "The name of the contact",
      optional: true,
    },
    customParams: {
      propDefinition: [
        wati,
        "customParams",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.wati.addContact({
      $,
      whatsappNumber: this.whatsappNumber,
      data: {
        name: this.name,
        customParams: this.customParams && Object.entries(this.customParams).map(([
          key,
          value,
        ]) => ({
          name: key,
          value,
        })),
      },
    });
    if (!response.result) {
      throw new ConfigurationError(response.info);
    }
    $.export("$summary", `Successfully added contact with phone number: ${this.whatsappNumber}`);
    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
WATI	`wati`	`app`	This component uses the WATI app.
WhatsApp Number	`whatsappNumber`	`string`	Your WhatsApp number with country code.
Name	`name`	`string`	The name of the contact
Custom Params	`customParams`	`object`	An object with contact's custom fields.

Action Authentication#

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

To retrieve your Access Token and API Endpoint,

Navigate to your WATI account and sign in
Click the Navigation menu on top bar with the three horizontal lines icon
Go to “API Docs”

Copy and paste your Access Token and API Endpoint below.

Add Contact with WATI API on New Invoice from Keap (Infusionsoft) API

Pipedream makes it easy to connect APIs for WATI, Keap (Infusionsoft) and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

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