← Clientary + Twilio SendGrid integrations

Add Email to Global Suppression with Twilio SendGrid API on New Estimate Created from Clientary API

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New Estimate Created from the Clientary 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 Clientary 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 Estimate Created trigger
    1. Connect your Clientary account
    2. Configure timer
  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 events when a new estimate was created. [See the docs](https://www.clientary.com/api/estimates)
Version:0.0.1
Key:clientary-new-estimate-created

Clientary Overview

The Clientary API allows you to automate and integrate Clientary's project management, time tracking, and invoicing functionalities within Pipedream. By leveraging this API, you can create custom workflows to streamline operations, such as syncing new invoices with accounting software, triggering notifications based on project updates, or automating time tracking entries. Pipedream acts as the glue, enabling you to connect Clientary with hundreds of other apps to create sophisticated, serverless workflows tailored to your business needs.

Trigger Code

import { defineSource } from "@pipedream/types";
import common from "../common/common.mjs";
export default defineSource({
    ...common,
    key: "clientary-new-estimate-created",
    name: "New Estimate Created",
    description: "Emit new events when a new estimate was created. [See the docs](https://www.clientary.com/api/estimates)",
    version: "0.0.1",
    type: "source",
    dedupe: "unique",
    methods: {
        ...common.methods,
        getConfig() {
            return {
                resourceFnName: "getEstimates",
                resourceName: "estimates",
                hasPaging: true,
            };
        },
        // eslint-disable-next-line @typescript-eslint/no-explicit-any
        getSummary(item) {
            return `New estimate ${item.total_cost}${item.currency_code} ID(${item.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.
LabelPropTypeDescription
ClientaryappappThis component uses the Clientary app.
timer$.interface.timer
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

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

To connect your Clientary account with Pipedream,

  1. Find your Clientary domain and paste it below. If the full URL is https://mygreatcompany.clientary.com, your domain is mygreatcompany.
  2. Go to your user profile page in Clientary. You can find this on the upper right corner after logging in.
  3. Click to "Generate API Token" to generate a unique token. Copy and paste that token below.

About Clientary

A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours, Payments, Contractors and Staff. The perfect solution to win clients and save time.

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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