Add Member To List with Klaviyo API on New Transaction Created from Ramp API

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Trigger workflow on

New Transaction Created from the Ramp 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 Ramp 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 Transaction Created trigger
1. Connect your Ramp account
2. Configure timer
3. Optional- Select a Department ID
4. Optional- Select a Location ID
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 Transaction Created on Ramp

Description:Emit new event for each new transaction created in Ramp.

Version:0.0.2

Key:ramp-new-transaction-created

View on GitHub

Ramp Overview#

The Ramp API provides programmatic access to financial and accounting functionalities, allowing for the management of company cards, transactions, and reporting. By leveraging the Ramp API within Pipedream, you can automate intricate finance operations, synchronize transaction data with accounting software, trigger notifications based on spending activities, and analyze financial data in real-time, integrating with other services for enhanced financial workflows.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "ramp-new-transaction-created",
  name: "New Transaction Created",
  description: "Emit new event for each new transaction created in Ramp.",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    departmentId: {
      propDefinition: [
        common.props.ramp,
        "departmentId",
      ],
    },
    locationId: {
      propDefinition: [
        common.props.ramp,
        "locationId",
      ],
    },
  },
  methods: {
    ...common.methods,
    _getLatestTransactionId() {
      return this.db.get("latestTransactionId");
    },
    _setLatestTransactionId(id) {
      this.db.set("latestTransactionId", id);
    },
    getResourceFn() {
      return this.ramp.listTransactions;
    },
    getParams() {
      const latestTransactionId = this._getLatestTransactionId();
      const params = {
        order_by_date_asc: true,
        department_id: this.departmentId,
        location_id: this.locationId,
      };
      if (latestTransactionId) {
        params.start = latestTransactionId;
      }
      return params;
    },
    generateMeta(transaction) {
      return {
        id: transaction.id,
        summary: `New Transaction ID: ${transaction.id}`,
        ts: Date.parse(transaction.user_transaction_time),
      };
    },
    emitResults(results, max) {
      if (max && results.length > max) {
        results = results.slice(-1 * max);
      }
      this._setLatestTransactionId(results[results.length - 1].id);
      results.reverse().forEach((transaction) => {
        const meta = this.generateMeta(transaction);
        this.$emit(transaction, meta);
      });
    },
  },
  sampleEmit,
};

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
Ramp	`ramp`	`app`	This component uses the Ramp app.
	`timer`	`$.interface.timer`
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Department ID	`departmentId`	`string`	Select a value from the drop down menu.
Location ID	`locationId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

transactions:readcards:readcards:writespend_programs:readspend_programs:writeusers:readusers:writelocations:readlocations:writelimits:readlimits:writedepartments:readdepartments:writebusiness:readreceipts:readtransfers:readvendors:readmerchants:readaccounting:readreceipts:write

About Ramp#

The Corporate Card That Helps You Spend Less

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.