← Clio + Twilio SendGrid integrations

Add Email to Global Suppression with Twilio SendGrid API on New Document (Instant) from Clio API

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New Document (Instant) from the Clio API
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Add Email to Global Suppression with the Twilio SendGrid API
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Getting Started

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

  1. Select this integration
  2. Configure the New Document (Instant) trigger
    1. Connect your Clio account
    2. Select one or more Fields
  3. Configure the Add Email to Global Suppression action
    1. Connect your Twilio SendGrid account
    2. Configure Recipient Emails
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a new document is created. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)
Version:0.0.3
Key:clio-new-document-instant

Clio Overview

The Clio API offers a powerful way for law firms and legal professionals to automate and streamline their operations. By integrating with Pipedream, users can create custom workflows that leverage Clio's capabilities such as managing cases, tracking time, billing, and client communications. With Pipedream’s serverless platform, these automations can be triggered by a vast array of events and can connect Clio with other apps and services to enhance productivity and data consistency.

Trigger Code

import common from "../common/webhook.mjs";
import event from "../common/event.mjs";
import model from "../common/model.mjs";
import fields from "../common/document-fields.mjs";

export default {
  ...common,
  key: "clio-new-document-instant",
  name: "New Document (Instant)",
  description: "Emit new event when a new document is created. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)",
  version: "0.0.3",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    fields: {
      propDefinition: [
        common.props.app,
        "fields",
      ],
      options: fields,
    },
  },
  methods: {
    ...common.methods,
    getModel() {
      return model.DOCUMENT;
    },
    getEvents() {
      return [
        event.CREATED,
      ];
    },
    generateMeta(body) {
      const resource = body.data;
      return {
        id: resource.id,
        summary: `New Document: ${resource.id}`,
        ts: Date.parse(resource.created_at),
      };
    },
  },
};

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.
LabelPropTypeDescription
ClioappappThis component uses the Clio app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.
Fieldsfieldsstring[]Select a value from the drop down menu:idetagdeleted_attypelockednamereceived_atfilenamesizecontent_typeparentmattercontactdocument_categorycreatorlatest_document_versiongroupexternal_propertiesdocument_versions

Trigger Authentication

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

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

About Clio

Legal software

Action

Description:Allows you to add one or more email addresses to the global suppressions group. [See the docs here](https://sendgrid.api-docs.io/v3.0/suppressions-global-suppressions/add-recipient-addresses-to-the-global-suppression-group)
Version:0.0.4
Key:sendgrid-add-email-to-global-suppression

Twilio SendGrid Overview

The Twilio SendGrid API opens up a world of possibilities for email automation, enabling you to send emails efficiently and track their performance. With this API, you can programmatically create and send personalized email campaigns, manage contacts, and parse inbound emails for data extraction. When you harness the power of Pipedream, you can connect SendGrid to hundreds of other apps to automate workflows, such as triggering email notifications based on specific actions, syncing email stats with your analytics, or handling incoming emails to create tasks or tickets.

Action Code

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

export default {
  ...common,
  key: "sendgrid-add-email-to-global-suppression",
  name: "Add Email to Global Suppression",
  description: "Allows you to add one or more email addresses to the global suppressions group. [See the docs here](https://sendgrid.api-docs.io/v3.0/suppressions-global-suppressions/add-recipient-addresses-to-the-global-suppression-group)",
  version: "0.0.4",
  type: "action",
  props: {
    ...common.props,
    recipientEmails: {
      type: "string[]",
      label: "Recipient Emails",
      description: "An array of email addresses to be added to the global suppressions group. Example `[\"email1@example.com\",\"email2@example.com\"]`",
    },
  },
  async run({ $ }) {
    const resp = await this.sendgrid.addEmailToGlobalSuppression(this.recipientEmails);
    $.export("$summary", "Successfully added emails to global suppressions group");
    return resp;
  },
};

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.

LabelPropTypeDescription
Twilio SendGridsendgridappThis component uses the Twilio SendGrid app.
Recipient EmailsrecipientEmailsstring[]

An array of email addresses to be added to the global suppressions group. Example ["email1@example.com","email2@example.com"]

Action Authentication

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

About Twilio SendGrid

Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.

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