Add Member To List with Klaviyo API on New or updated contact from Xero Accounting API

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Trigger workflow on

New or updated contact from the Xero Accounting 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 Xero Accounting 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 or updated contact trigger
1. Connect your Xero Accounting account
2. Select a Tenant ID
3. Configure Polling interval
Configure the Add Member To List action
1. Connect your Klaviyo account
2. Select a List
3. Select one or more Profile Ids
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 or updated contact on Xero Accounting

Description:Emit new notifications when you create a new or update existing contact

Version:0.0.3

Key:xero_accounting_api-new-updated-contact

View on GitHub

Xero Accounting Overview#

The Xero Accounting API offers a powerful gateway to access and manipulate financial data within Xero. Leveraging Pipedream's capabilities, developers can build custom workflows that streamline accounting processes, sync financial data with external systems, and trigger actions based on financial events. This API allows for the automation of tasks such as invoicing, bank reconciliation, bill payments, and reporting, which can lead to significant time savings and enhanced data accuracy.

Trigger Code#

import { formatJsonDate } from "../../common/util.mjs";
import xeroAccountingApi from "../../xero_accounting_api.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "xero_accounting_api-new-updated-contact",
  name: "New or updated contact",
  description: "Emit new notifications when you create a new or update existing contact",
  version: "0.0.3",
  type: "source",
  props: {
    xeroAccountingApi,
    tenantId: {
      propDefinition: [
        xeroAccountingApi,
        "tenantId",
      ],
    },
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll Xero accounting API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    db: "$.service.db",
  },
  dedupe: "unique",
  async run() {
    let lastDateChecked = this.xeroAccountingApi.getLastDateChecked(this.db);

    if (!lastDateChecked) {
      lastDateChecked = new Date().toISOString();
      this.xeroAccountingApi.setLastDateChecked(this.db, lastDateChecked);
    }
    const contacts = (
      await this.xeroAccountingApi.getContact(
        null,
        this.tenantId,
        null,
        lastDateChecked,
      )
    )?.Contacts;
    contacts && contacts.reverse().forEach((contact) => {
      const formattedDate = formatJsonDate(contact.UpdatedDateUTC);
      this.xeroAccountingApi.setLastDateChecked(this.db, formattedDate);
      this.$emit(contact,
        {
          id: `${contact.ContactID}D${formattedDate || ""}`,
          summary: contact.Name,
        });
    });
  },
};

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
Xero Accounting	`xeroAccountingApi`	`app`	This component uses the Xero Accounting app.
Tenant ID	`tenantId`	`string`	Select a value from the drop down menu.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll Xero accounting API on this schedule
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

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

offline_accessopenidprofileemailaccounting.transactionsaccounting.reports.readaccounting.settingsaccounting.settings.readaccounting.contactsaccounting.attachmentsaccounting.journals.read

About Xero Accounting#

Accounting Software

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:1.0.0

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 { parseObject } from "../../common/utils.mjs";
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: "1.0.0",
  type: "action",
  props: {
    klaviyo,
    list: {
      propDefinition: [
        klaviyo,
        "list",
      ],
    },
    profileIds: {
      propDefinition: [
        klaviyo,
        "profileIds",
      ],
    },
  },
  async run({ $ }) {
    const { response } = await this.klaviyo.subscribeProfiles({
      listId: this.list.value,
      data: parseObject(this.profileIds)?.map(({ value: id }) => ({
        type: "profile",
        id,
      })),
    });

    $.export("$summary", `${this.profileId} successfully added to "${this.list.label}"!`);
    return response.data;
  },
};

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.
Profile Ids	`profileIds`	`string[]`	Select a value from the drop down menu.