Associate an identified user with a group with Segment API on Account Updated from Apollo.io API

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Account Updated from the Apollo.io API

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Associate an identified user with a group with the Segment API

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Getting Started#

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

Select this integration
Configure the Account Updated trigger
1. Connect your Apollo.io account
2. Configure Polling schedule
3. Optional- Select one or more Account Stage IDs
Configure the Associate an identified user with a group action
1. Connect your Segment account
2. Optional- Configure Anonymous ID
3. Optional- Configure Context
4. Configure Group ID
5. Optional- Configure Integrations
6. Optional- Configure Timestamp
7. Optional- Configure Traits
8. Optional- Configure User ID
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#

Account Updated on Apollo.io

Description:Emit new event when an account is updated. [See the documentation](https://apolloio.github.io/apollo-api-docs/?shell#search-for-contacts)

Version:0.0.5

Key:apollo_io-account-updated

View on GitHub

Apollo.io Overview#

The Apollo.io API on Pipedream enables you to automate sales processes by giving you programmatic access to your Apollo.io data. Through this API, you can manage leads, contacts, and opportunities, or sync data with your CRM. Pipedream's serverless platform allows you to connect Apollo.io with hundreds of other apps to automate workflows like lead enrichment, data syncing between apps, and triggering personalized communication based on prospect actions.

Trigger Code#

import md5 from "md5";
import common from "../common/polling.mjs";

export default {
  ...common,
  key: "apollo_io-account-updated",
  name: "Account Updated",
  description: "Emit new event when an account is updated. [See the documentation](https://apolloio.github.io/apollo-api-docs/?shell#search-for-contacts)",
  type: "source",
  version: "0.0.5",
  dedupe: "unique",
  props: {
    ...common.props,
    accountStageIds: {
      propDefinition: [
        common.props.app,
        "accountStageId",
      ],
      type: "string[]",
      label: "Account Stage IDs",
      description: "Array of stage IDs to filter accounts by",
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    _getAccounts() {
      return this.db.get("accounts") || {};
    },
    _setAccounts(accounts) {
      this.db.set("accounts", accounts);
    },
    getResourceName() {
      return "accounts";
    },
    getResourceFn() {
      return this.app.searchAccounts;
    },
    getResourceFnArgs() {
      return {
        debug: true,
        params: {
          account_stage_ids: this.accountStageIds,
          sort_by_field: "account_last_activity_date",
          sort_ascending: false,
        },
      };
    },
    filterResources(resources) {
      const accounts = this._getAccounts();
      const updatedAccounts = [];
      for (const resource of resources) {
        const hash = md5(JSON.stringify(resource));
        if (accounts[resource.id] === hash) {
          continue;
        }
        updatedAccounts.push(resource);
        accounts[resource.id] = hash;
      }
      this._setAccounts(accounts);
      return updatedAccounts;
    },
    generateMeta(resource) {
      const ts = Date.now();
      return {
        id: `${resource.id}-${ts}`,
        summary: `Account Updated: ${resource.name}`,
        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
Apollo.io	`app`	`app`	This component uses the Apollo.io app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the API
Account Stage IDs	`accountStageIds`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

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

About Apollo.io#

The leading data-first sales acceleration platform.

Action#

Associate an identified user with a group on Segment

Description:Group lets you associate an identified user with a group (note requires userId or anonymousId). See the docs [here](https://segment.com/docs/connections/sources/catalog/libraries/server/http-api/#group)

Version:0.2.4

Key:segment-group

View on GitHub

Segment Overview#

The Segment API enables you to collect, manage, and route your customer analytics data to various tools for marketing, analytics, and data warehousing. By harnessing the Segment API on Pipedream, you can automate the ingestion and syncing of user events and properties to multiple destinations, allowing you to create seamless data pipelines without manual intervention. Pipedream's serverless platform empowers you to build custom workflows that react to events in real-time, enrich data, or trigger actions across your tech stack.

Action Code#

import segmentApp from "../../segment.app.mjs";

export default {
  key: "segment-group",
  name: "Associate an identified user with a group",
  description: "Group lets you associate an identified user with a group (note requires userId or anonymousId). See the docs [here](https://segment.com/docs/connections/sources/catalog/libraries/server/http-api/#group)",
  version: "0.2.4",
  type: "action",
  props: {
    segmentApp,
    anonymousId: {
      propDefinition: [
        segmentApp,
        "anonymousId",
      ],
    },
    context: {
      propDefinition: [
        segmentApp,
        "context",
      ],
    },
    groupId: {
      type: "string",
      label: "Group ID",
      description: "A unique identifier for the group in your database.",
    },
    integrations: {
      propDefinition: [
        segmentApp,
        "integrations",
      ],
    },
    timestamp: {
      propDefinition: [
        segmentApp,
        "timestamp",
      ],
    },
    traits: {
      type: "object",
      label: "Traits",
      description: "Free-form dictionary of traits of the group, like email or name.",
      optional: true,
    },
    userId: {
      propDefinition: [
        segmentApp,
        "userId",
      ],
    },
  },
  async run({ $ }) {
    return this.segmentApp.group({
      $,
      data: {
        anonymousId: this.anonymousId,
        context: this.context,
        groupId: this.groupId,
        integrations: this.integrations,
        timestamp: this.timestamp,
        traits: this.traits,
        userId: this.userId,
      },
    });
  },
};

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
Segment	`segmentApp`	`app`	This component uses the Segment app.
Anonymous ID	`anonymousId`	`string`	A pseudo-unique substitute for a User ID, for cases when you don't have an absolutely unique identifier. A User ID or an Anonymous ID is required.
Context	`context`	`object`	Dictionary of extra information that provides useful context about a message, but is not directly related to the API call like ip address or locale
Group ID	`groupId`	`string`	A unique identifier for the group in your database.
Integrations	`integrations`	`object`	Dictionary of destinations to either enable or disable
Timestamp	`timestamp`	`string`	Timestamp when the message itself took place, defaulted to the current time by the Segment Tracking API. It is an ISO-8601 date string. For example, `2022-04-08T17:32:11.318Z`
Traits	`traits`	`object`	Free-form dictionary of traits of the group, like email or name.
User ID	`userId`	`string`	Unique identifier for the user in your database., A User ID or an Anonymous ID is required.

Action Authentication#

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

Segment's APIs are accessed programmatically using access tokens, as well as write keys.

Access Token

Create access tokens via the Access Management page in your account: https://app.segment.com/{your-workspace-name}/settings/access-management. See "Get a Token" for more details. Please note, that you must be on a Team or Business plan to create an access token.

Write Key

You will also need to find your write key, which is a unique identifier for your Source. To find a write key, you first need to create a non-Cloud Source such as a website, server, or mobile source. (Cloud-sources do not have write keys, as they use a token or key from your account with that service.) Then, in the Source, go to “Settings’, and then go to “API Keys”. See "Locating Your Write Key" for more details.