Add or Update Contact with Twilio SendGrid API on Customer Updated (Instant) from Customer Fields API

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Customer Updated (Instant) from the Customer Fields API

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Add or Update Contact with the Twilio SendGrid API

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Getting Started#

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

Select this integration
Configure the Customer Updated (Instant) trigger
1. Connect your Customer Fields account
Configure the Add or Update Contact action
1. Connect your Twilio SendGrid account
2. Optional- Select one or more List Ids
3. Select a Email
4. Optional- Configure First Name
5. Optional- Configure Last Name
6. Optional- Configure Address Line 1
7. Optional- Configure Address Line 2
8. Optional- Configure Alternate Emails
9. Optional- Configure City
10. Optional- Configure Country
11. Optional- Configure Postal Code
12. Optional- Configure State Province Region
13. Optional- Configure Custom Fields
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#

Customer Updated (Instant) on Customer Fields

Description:Trigger when a profile of a customer has been updated or changed. [See the documentation](https://docs.customerfields.com/#0824dffa-8d67-4b90-828b-289f7fd46899).

Version:0.0.1

Key:customer_fields-customer-updated

View on GitHub

Customer Fields Overview#

The Customer Fields API provides a suite of tools for managing customer data in e-commerce platforms, including custom form fields and data automation. With it, you can efficiently tailor customer interactions, streamline data collection, and enhance the shopping experience. Integrating Customer Fields with Pipedream allows for seamless automation of tasks like syncing data to other platforms, triggering personalized communications, or managing customer segments based on custom field data.

Trigger Code#

import common from "../common/webhook.mjs";
import topics from "../common/topics.mjs";

export default {
  ...common,
  key: "customer_fields-customer-updated",
  name: "Customer Updated (Instant)",
  description: "Trigger when a profile of a customer has been updated or changed. [See the documentation](https://docs.customerfields.com/#0824dffa-8d67-4b90-828b-289f7fd46899).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourcesFn() {
      return this.app.listCustomers;
    },
    getResourcesFnArgs() {
      return {
        params: {
          sort_by: "updated_at",
          sort_order: "desc",
        },
      };
    },
    getResourcesName() {
      return "customers";
    },
    getTopicName() {
      return topics.CUSTOMERS_UPDATE;
    },
    generateMeta(resource) {
      const ts = Date.parse(resource.updated_at);
      return {
        id: `${resource.id}-${ts}`,
        summary: `Updated Customer: ${resource.id}`,
        ts,
      };
    },
  },
};

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
Customer Fields	`app`	`app`	This component uses the Customer Fields app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.

Trigger Authentication#

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

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

readwrite

About Customer Fields#

Create customer sign-up forms as unique as your business, and save custom data to customer accounts.

Action#

Add or Update Contact on Twilio SendGrid

Description:Adds or updates a contact. [See the docs here](https://docs.sendgrid.com/api-reference/contacts/add-or-update-a-contact)

Version:0.0.3

Key:sendgrid-add-or-update-contact

View on GitHub

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 validate from "validate.js";
import common from "../common/common.mjs";

export default {
  ...common,
  key: "sendgrid-add-or-update-contact",
  name: "Add or Update Contact",
  description: "Adds or updates a contact. [See the docs here](https://docs.sendgrid.com/api-reference/contacts/add-or-update-a-contact)",
  version: "0.0.3",
  type: "action",
  props: {
    ...common.props,
    listIds: {
      propDefinition: [
        common.props.sendgrid,
        "listIds",
      ],
    },
    email: {
      propDefinition: [
        common.props.sendgrid,
        "contactEmail",
      ],
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The contact's personal name",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The contact's family name",
      optional: true,
    },
    addressLine1: {
      type: "string",
      label: "Address Line 1",
      description: "The first line of the address",
      optional: true,
    },
    addressLine2: {
      type: "string",
      label: "Address Line 2",
      description: "An optional second line for the address",
      optional: true,
    },
    alternateEmails: {
      type: "string[]",
      label: "Alternate Emails",
      description: "Additional emails associated with the contact",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "The contact's city.",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description:
        "The contact's country. Can be a full name or an abbreviation",
      optional: true,
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "The contact's ZIP code or other postal code",
      optional: true,
    },
    stateProvinceRegion: {
      type: "string",
      label: "State Province Region",
      description: "The contact's state, province, or region",
      optional: true,
    },
    customFields: {
      type: "object",
      label: "Custom Fields",
      description: "Custom fields for the contact",
      optional: true,
    },
  },
  async run({ $ }) {
    validate.validators.arrayValidator = this.validateArray;
    const constraints = {
      email: {
        presence: true,
        email: true,
      },
    };
    if (this.listIds) {
      constraints.listIds = {
        type: "array",
      };
    }
    if (this.alternateEmails) {
      constraints.cc = {
        type: "array",
      };
    }
    const validationResult = validate(
      {
        email: this.email,
        listIds: this.listIds,
        alternateEmails: this.alternateEmails,
      },
      constraints,
    );
    this.checkValidationResults(validationResult);
    const contacts = [
      {
        email: this.email,
        address_line_1: this.addressLine1,
        address_line_2: this.addressLine2,
        alternate_emails: this.alternateEmails,
        city: this.city,
        country: this.country,
        first_name: this.firstName,
        last_name: this.lastName,
        postal_code: this.postalCode,
        state_province_region: this.stateProvinceRegion,
        custom_fields: this.customFields,
      },
    ];
    const config = this.omitEmptyStringValues({
      list_ids: this.listIds,
      contacts,
    });
    const resp = await this.sendgrid.addOrUpdateContacts(config);
    $.export("$summary", "Successfully added/updated contact");
    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.

Label	Prop	Type	Description
Twilio SendGrid	`sendgrid`	`app`	This component uses the Twilio SendGrid app.
List Ids	`listIds`	`string[]`	Select a value from the drop down menu.
Email	`email`	`string`	Select a value from the drop down menu.
First Name	`firstName`	`string`	The contact's personal name
Last Name	`lastName`	`string`	The contact's family name
Address Line 1	`addressLine1`	`string`	The first line of the address
Address Line 2	`addressLine2`	`string`	An optional second line for the address
Alternate Emails	`alternateEmails`	`string[]`	Additional emails associated with the contact
City	`city`	`string`	The contact's city.
Country	`country`	`string`	The contact's country. Can be a full name or an abbreviation
Postal Code	`postalCode`	`string`	The contact's ZIP code or other postal code
State Province Region	`stateProvinceRegion`	`string`	The contact's state, province, or region
Custom Fields	`customFields`	`object`	Custom fields for the contact