Add Member To List with Klaviyo API on New Agreement with Status from Concord API

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New Agreement with Status from the Concord API

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Add Member To List with the Klaviyo API

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Getting Started#

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

Select this integration
Configure the New Agreement with Status trigger
1. Connect your Concord account
2. Configure timer
3. Select a Organization ID
4. Optional- Select one or more Status(es)
5. Optional- Configure Filter by search pattern
Configure the Add Member To List action
1. Connect your Klaviyo account
2. Select a List
3. Configure Email
4. Optional- Configure Phone Number
5. Optional- Configure External Id
6. Optional- Configure Title
7. Optional- Configure Organization
8. Optional- Configure First Name
9. Optional- Configure Last Name
10. Optional- Configure Image
11. Optional- Configure Address 1
12. Optional- Configure Address 2
13. Optional- Configure City
14. Optional- Configure Country
15. Optional- Configure Latitude
16. Optional- Configure Longitude
17. Optional- Configure Region
18. Optional- Configure Zip
19. Optional- Configure Timezone
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 Agreement with Status on Concord

Description:Emit new event for new agreements with the specified status(es) [See the documentation](https://api.doc.concordnow.com/#tag/Agreement/operation/ListAgreements)

Version:0.0.1

Key:concord-new-agreement-with-status

View on GitHub

Concord Overview#

The Concord API provides access to a contract management platform that lets users automate the creation, negotiation, signing, and management of contracts. With the API, you can leverage Concord's features in a programmatic way, allowing for integration with external systems and automation of workflows. Using Pipedream, you can connect Concord's capabilities to a multitude of other services, trigger workflows based on events within Concord, or perform operations in Concord in response to triggers from other apps.

Trigger Code#

import app from "../../app/concord.app.mjs";
import { defineSource } from "@pipedream/types";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import { AGREEMENT_LIST_STATUSES } from "../../common/constants.mjs";
export default defineSource({
    key: "concord-new-agreement-with-status",
    name: "New Agreement with Status",
    description: "Emit new event for new agreements with the specified status(es) [See the documentation](https://api.doc.concordnow.com/#tag/Agreement/operation/ListAgreements)",
    version: "0.0.1",
    type: "source",
    props: {
        app,
        db: "$.service.db",
        timer: {
            type: "$.interface.timer",
            default: {
                intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
            },
        },
        organizationId: {
            propDefinition: [
                app,
                "organizationId",
            ],
        },
        statuses: {
            label: "Status(es)",
            description: "One or more statuses to emit events for. If none are selected, events will be emitted for all statuses.",
            type: "string[]",
            options: AGREEMENT_LIST_STATUSES,
            optional: true,
        },
        search: {
            label: "Filter by search pattern",
            description: "If set, events will only be emitted for agreement matching the specified pattern",
            type: "string",
            optional: true,
        },
    },
    hooks: {
        async deploy() {
            await this.getAndProcessData();
        },
    },
    methods: {
        getSavedIds() {
            return this.db.get("savedIds");
        },
        setSavedIds(data) {
            this.db.set("savedIds", data);
        },
        async getAndProcessData() {
            const { organizationId, search, statuses, } = this;
            const data = await this.app.listAgreements({
                organizationId,
                search,
                statuses,
            });
            if (data) {
                const savedIds = this.getSavedIds() ?? [];
                data
                    .filter(({ uuid }) => !savedIds.includes(uuid))
                    .reverse()
                    .forEach((obj) => {
                    this.emitEvent(obj);
                    savedIds.push(obj.uuid);
                });
                this.setSavedIds(savedIds);
            }
        },
        emitEvent(data) {
            const ts = Date.now();
            const { uuid: id } = data;
            this.$emit(data, {
                id,
                summary: `New Agreement (${data.status}): "${data.title}"`,
                ts,
            });
        },
    },
    async run() {
        await this.getAndProcessData();
    },
});

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
Concord	`app`	`app`	This component uses the Concord app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Organization ID	`organizationId`	`integer`	Select a value from the drop down menu.
Status(es)	`statuses`	`string[]`	Select a value from the drop down menu:`DRAFTVALIDATIONNEGOTIATIONSIGNINGUNKNOWN_CONTRACTFUTURE_CONTRACTCURRENT_CONTRACTCOMPLETED_CONTRACTCOMPLETED_CANCEL_CONTRACTCOMPLETED_CONTRACT_RENEWABLEBROKENNEGO_INVITETEMPLATETEMPLATE_AUTO`
Filter by search pattern	`search`	`string`	If set, events will only be emitted for agreement matching the specified pattern

Trigger Authentication#

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

To retrieve your API Key,

Navigate to your Concord account and sign in
Go to “Integrations” > “Concord API”

About Concord#

Take control of your contract lifecycle management with drafting, approvals, e-signature and storage — all in one place.

Action#

Add Member To List on Klaviyo

Description:Add member to a specific list. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/add-members)

Version:0.0.1

Key:klaviyo-add-member-to-list

View on GitHub

Klaviyo Overview#

The Klaviyo API grants you the power to automate and personalize your email marketing efforts. With it, you can manage lists, profiles, and campaigns, track event-driven communications, and analyze the results. By leveraging this API on Pipedream, you can create intricate, automated workflows that respond in real-time to your users' behavior, sync data across multiple platforms, and tailor your marketing strategies to improve engagement and conversion rates.

Action Code#

import klaviyo from "../../klaviyo.app.mjs";

export default {
  key: "klaviyo-add-member-to-list",
  name: "Add Member To List",
  description: "Add member to a specific list. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/add-members)",
  version: "0.0.1",
  type: "action",
  props: {
    klaviyo,
    list: {
      propDefinition: [
        klaviyo,
        "list",
      ],
    },
    email: {
      propDefinition: [
        klaviyo,
        "email",
      ],
    },
    phone: {
      propDefinition: [
        klaviyo,
        "phone",
      ],
      optional: true,
    },
    externalId: {
      propDefinition: [
        klaviyo,
        "externalId",
      ],
      optional: true,
    },
    title: {
      propDefinition: [
        klaviyo,
        "title",
      ],
      optional: true,
    },
    organization: {
      propDefinition: [
        klaviyo,
        "organization",
      ],
      optional: true,
    },
    firstName: {
      propDefinition: [
        klaviyo,
        "firstName",
      ],
      optional: true,
    },
    lastName: {
      propDefinition: [
        klaviyo,
        "lastName",
      ],
      optional: true,
    },
    image: {
      propDefinition: [
        klaviyo,
        "image",
      ],
      optional: true,
    },
    address1: {
      propDefinition: [
        klaviyo,
        "address1",
      ],
      optional: true,
    },
    address2: {
      propDefinition: [
        klaviyo,
        "address2",
      ],
      optional: true,
    },
    city: {
      propDefinition: [
        klaviyo,
        "city",
      ],
      optional: true,
    },
    country: {
      propDefinition: [
        klaviyo,
        "country",
      ],
      optional: true,
    },
    latitude: {
      propDefinition: [
        klaviyo,
        "latitude",
      ],
      optional: true,
    },
    longitude: {
      propDefinition: [
        klaviyo,
        "longitude",
      ],
      optional: true,
    },
    region: {
      propDefinition: [
        klaviyo,
        "region",
      ],
      optional: true,
    },
    zip: {
      propDefinition: [
        klaviyo,
        "zip",
      ],
      optional: true,
    },
    timezone: {
      propDefinition: [
        klaviyo,
        "timezone",
      ],
      optional: true,
    },
  },
  methods: {
    getSummary() {
      return `${this.email || this.phone
       || this.externalId} successfully added to "${this.list.label}"!`;
    },
  },
  async run({ $ }) {
    const {
      list,
      email,
      phone,
      externalId,
      title,
      organization,
      firstName,
      lastName,
      image,
      address1,
      address2,
      city,
      country,
      latitude,
      longitude,
      region,
      zip,
      timezone,
    } = this;

    const opts = {
      email,
      id: externalId,
      title,
      organization,
      first_name: firstName,
      last_name: lastName,
      image,
      location: {
        address1,
        address2,
        city,
        country,
        latitude,
        longitude,
        region,
        zip,
        timezone,
      },
    };

    if (phone) opts.phone_number = phone;

    const [
      response,
    ] = await this.klaviyo.addMemberToList(list.value, {
      body: {
        profiles: [
          opts,
        ],
      },
    });

    $.export("$summary", response || this.getSummary(response));
    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
Klaviyo	`klaviyo`	`app`	This component uses the Klaviyo app.
List	`list`	`string`	Select a value from the drop down menu.
Email	`email`	`string`	The contact's email.
Phone Number	`phone`	`string`	The contact's phone number.
External Id	`externalId`	`string`	A unique external Id which identifies the profile.
Title	`title`	`string`	The member's title.
Organization	`organization`	`string`	The member's organization.
First Name	`firstName`	`string`	The member's first name.
Last Name	`lastName`	`string`	The member's last name.
Image	`image`	`string`	A URL image to member's profile.
Address 1	`address1`	`string`	The member's address.
Address 2	`address2`	`string`	The member's address 2.
City	`city`	`string`	The member's city.
Country	`country`	`string`	The member's country.
Latitude	`latitude`	`string`	The member's latitude.
Longitude	`longitude`	`string`	The member's longitude.
Region	`region`	`string`	The member's region.
Zip	`zip`	`string`	The member's zip.
Timezone	`timezone`	`string`	The member's timezone.

Action Authentication#

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