Add Member To List with Klaviyo API on New Task Completed from Clientify API

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Trigger workflow on

New Task Completed from the Clientify 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 Clientify 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 Task Completed trigger
1. Connect your Clientify account
2. 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 Task Completed on Clientify

Description:Emit new event when a task is completed.

Version:0.0.1

Key:clientify-task-completed

View on GitHub

Clientify Overview#

The Clientify API enables automation and integration of Clientify's CRM functions within Pipedream. This API allows you to manage contacts, accounts, deals, and tasks, streamlining your customer relationship management. With Pipedream, you can harness these capabilities to create custom workflows that trigger actions within Clientify, respond to events, or connect with other apps to enhance productivity and data utilization.

Trigger Code#

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

export default {
  ...common,
  key: "clientify-task-completed",
  name: "New Task Completed",
  version: "0.0.1",
  description: "Emit new event when a task is completed.",
  type: "source",
  methods: {
    ...common.methods,
    getFunction() {
      return this.clientify.listTasks;
    },
    getSummary({ id }) {
      return `The task with id: "${id}" was completed!`;
    },
    getParams(lastDate) {
      return {
        "orderBy": "created",
        "created[gte]": lastDate,
        "status_id": 5,
      };
    },
  },
};

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
Clientify	`clientify`	`app`	This component uses the Clientify app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the Clientify on this schedule

Trigger Authentication#

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

About Clientify#

Clientify is a CRM tool that allows you to automate digital sales processes both by profiling customers as well as actions and tasks for users.

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.