Add or Update Contact with Twilio SendGrid API on New Record from Zoho Creator API

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Trigger workflow on

New Record from the Zoho Creator 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 Zoho Creator 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 New Record trigger
1. Connect your Zoho Creator account
2. Configure Polling interval
3. Select a Application
4. Select a Report
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#

New Record on Zoho Creator

Description:Emit new records in a report. The `Added Time` field must be added as a **Grouping** field in the Zoho Creator *record properties* for the **Report** chosen in the dropdown below. See [the grouping help article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html) and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more information.

Version:0.0.3

Key:zoho_creator-new-record

View on GitHub

Zoho Creator Overview#

Zoho Creator is a low-code platform that enables the building of custom applications tailored to business needs without extensive coding knowledge. Via its API, you can automate processes, manage data, and integrate with other services. Pipedream amplifies this capability by offering a serverless platform where events from various apps trigger workflows. You can use Zoho Creator’s API on Pipedream to create, read, update, and delete records, automate data flows, and link your custom apps with a myriad of other services for efficient, automated workflows.

Trigger Code#

import common from "../common.mjs";
import utils from "../../common/utils.mjs";
import constants from "../../constants.mjs";
import { ConfigurationError } from "@pipedream/platform";

const { zohoCreator } = common.props;
const { toSingleLineString } = utils;

export default {
  ...common,
  key: "zoho_creator-new-record",
  description: toSingleLineString(`
    Emit new records in a report. The \`Added Time\` field must be added as a **Grouping** field
    in the Zoho Creator *record properties* for the **Report** chosen in the dropdown below. See
    [the grouping help
    article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html)
    and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more
    information.
  `),
  type: "source",
  name: "New Record",
  version: "0.0.3",
  dedupe: "unique",
  props: {
    ...common.props,
    reportLinkName: {
      propDefinition: [
        zohoCreator,
        "reportLinkName",
        ({ appLinkName }) => ({
          appLinkName,
        }),
      ],
      description: toSingleLineString(`
        The link name of the target report. The \`Added Time\` field must be added as a
        **Grouping** field in the Zoho Creator *record properties* for the chosen report. See [the
        grouping help
        article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html).
      `),
    },
  },
  methods: {
    ...common.methods,
    getMetadata(record) {
      return {
        id: record.ID,
        summary: JSON.stringify(record),
        ts: Date.parse(record[constants.ADDED_TIME_FIELD]),
      };
    },
    validateRecord(record) {
      if (!record[constants.ADDED_TIME_FIELD]) {
        throw new ConfigurationError("Record is missing the \"Added Time\" field. Add the \"Added Time\" Grouping field in the Zoho Creator record properties for the Report.");
      }
    },
    processEvent(record) {
      this.validateRecord(record);
      this.$emit(record, this.getMetadata(record));
      this.setLastTimestamp(record[constants.ADDED_TIME_FIELD]);
    },
  },
  async run() {
    const {
      appLinkName,
      reportLinkName,
    } = this;

    // If last timestamp is not set, use timestamp of 1 day ago
    // to avoid fetching all records on first run of the source
    const lastAddedTime =
      this.getLastTimestamp()
      ?? await this.zohoCreator.daysAgoString({
        appLinkName,
        days: 1,
      });

    const recordsStream =
      await this.zohoCreator.getRecordsStream({
        appLinkName,
        reportLinkName,
        addedTime: lastAddedTime,
      });

    for await (const record of recordsStream) {
      this.processEvent(record);
    }
  },
};

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
Zoho Creator	`zohoCreator`	`app`	This component uses the Zoho Creator app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	How often to poll the Zoho Creator API for resources
Application	`appLinkName`	`string`	Select a value from the drop down menu.
Report	`reportLinkName`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

ZohoCreator.form.CREATEZohoCreator.report.CREATEZohoCreator.report.READZohoCreator.report.UPDATEZohoCreator.report.DELETEZohoCreator.meta.form.READZohoCreator.meta.application.READZohoCreator.dashboard.READZohoCreator.bulk.CREATEZohoCreator.bulk.READ

About Zoho Creator#

Low-code platform

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

Action Authentication#

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

About Twilio SendGrid#

Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.

More Ways to Connect Twilio SendGrid + Zoho Creator#

Other Popular Integrations#

Add Email to Global Suppression with Twilio SendGrid API on New or Updated Record from Zoho Creator API