Add or Update Contact with Twilio SendGrid API on New Submission Recieved from GoCanvas API

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New Submission Recieved from the GoCanvas 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 GoCanvas 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 Submission Recieved trigger
1. Connect your GoCanvas account
2. Configure timer
3. Select a Form
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 Submission Recieved on GoCanvas

Description:Emit new event when a new submission is uploaded to GoCanvas.

Version:0.0.1

Key:gocanvas-new-submission-received

View on GitHub

GoCanvas Overview#

The GoCanvas API allows for the automation of document processing tasks, enabling data extraction from PDFs with ease, thus facilitating the seamless transfer of this data to other systems or databases. This proves particularly useful for businesses aiming to digitize paper-based processes, automate data entry, or integrate with other digital tools to enhance productivity and reduce manual errors.

Trigger Code#

import gocanvas from "../../gocanvas.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "gocanvas-new-submission-received",
  name: "New Submission Recieved",
  description: "Emit new event when a new submission is uploaded to GoCanvas.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    gocanvas,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    form: {
      propDefinition: [
        gocanvas,
        "form",
      ],
    },
  },
  hooks: {
    async deploy() {
      await this.processEvent(25);
    },
  },
  methods: {
    _getLastSubmissionDate() {
      return this.db.get("lastSubmissionDate");
    },
    _setLastSubmissionDate(lastSubmissionDate) {
      this.db.set("lastSubmissionDate", lastSubmissionDate);
    },
    generateMeta(submission) {
      return {
        id: submission.ResponseID,
        summary: `New Submission: ${submission.ResponseID}`,
        ts: Date.parse(submission.Date),
      };
    },
    currentDate() {
      const currentDate = new Date();
      return `${String(currentDate.getMonth() + 1)
        .padStart(2, "0")}/${String(currentDate.getDate())
        .padStart(2, "0")}/${currentDate.getFullYear()}`;
    },
    formatResponse(obj) {
      if (Array.isArray(obj) && obj.length === 1) {
        return this.formatResponse(obj[0]);
      } else if (typeof obj === "object" && obj !== null) {
        return Object.fromEntries(
          Object.entries(obj).map(([
            key,
            value,
          ]) => [
            key,
            this.formatResponse(value),
          ]),
        );
      } else {
        return obj;
      }
    },
    async processEvent(max) {
      let lastSubmissionDate = this._getLastSubmissionDate();

      const params = {
        form_name: this.form,
      };
      if (lastSubmissionDate) {
        params.begin_date = new Date(lastSubmissionDate).toLocaleDateString("en-US");
        params.end_date = this.currentDate();
      }

      const results = this.gocanvas.paginate({
        fn: this.gocanvas.listSubmissions,
        params,
        max,
      });

      for await (const result of results) {
        const submission = this.formatResponse(result);
        const meta = this.generateMeta(submission);
        this.$emit(submission, meta);

        if (!lastSubmissionDate
          || Date.parse(submission.Date) >= Date.parse(lastSubmissionDate)) {
          lastSubmissionDate = submission.Date;
        }
      }

      this._setLastSubmissionDate(lastSubmissionDate);
    },
  },
  async run() {
    await this.processEvent();
  },
};

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
GoCanvas	`gocanvas`	`app`	This component uses the GoCanvas app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Form	`form`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Go to Account > Account Settings. Scroll down to the Security Settings > API Keys and click Settings.
On this page, check the box to Enable API Keys and then click Create API Key.

For username, use your email address such as test_user@gocanvas.com. See docs.

About GoCanvas#

A simple, drag and drop tool for creating mobile forms.

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