← Twilio + Streak integrations

Create Box with Streak API on New Transcript Created from Twilio API

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New Transcript Created from the Twilio API
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Create Box with the Streak API
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Getting Started

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

  1. Select this integration
  2. Configure the New Transcript Created trigger
    1. Connect your Twilio account
    2. Configure Polling schedule
    3. Optional- Configure Include Transcript Text?
  3. Configure the Create Box action
    1. Connect your Streak account
    2. Select a Pipeline
    3. Configure Name
    4. Optional- Select a Stage
    5. Optional- Configure Notes
    6. Optional- Select a Team
    7. Optional- Select one or more Team Members
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a new call transcript is created
Version:0.0.1
Key:twilio-new-transcript-created

Twilio Overview

Twilio's API on Pipedream opens up a multitude of communication capabilities, allowing you to build robust, scalable, and automated workflows. With Twilio, you can send and receive SMS and MMS messages, make voice calls, and perform other communication functions programmatically. Leveraging Pipedream's seamless integration, you can connect these communications features with hundreds of other services to automate notifications, streamline customer interactions, and enhance operational efficiency.

Trigger Code

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

export default {
  ...common,
  key: "twilio-new-transcript-created",
  name: "New Transcript Created",
  description: "Emit new event when a new call transcript is created",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    includeTranscriptText: {
      propDefinition: [
        common.props.twilio,
        "includeTranscriptText",
      ],
    },
  },
  methods: {
    ...common.methods,
    async listResults(...args) {
      const results = await this.twilio.listTranscripts(...args);
      if (!this.includeTranscriptText) {
        return results;
      }
      const transcripts = [];
      for (const result of results) {
        const {
          sentences, transcript,
        } = await this.twilio.getSentences(result.sid);
        transcripts.push({
          ...result,
          sentences,
          transcript,
        });
      }
      return transcripts;
    },
    generateMeta(transcript) {
      const {
        sid: id,
        dateCreated,
      } = transcript;
      return {
        id,
        summary: `New transcript ${id}`,
        ts: Date.parse(dateCreated),
      };
    },
  },
};

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.
LabelPropTypeDescription
TwiliotwilioappThis component uses the Twilio app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling scheduletimer$.interface.timer

Pipedream polls Twilio for events on this schedule.

Include Transcript Text?includeTranscriptTextboolean

Set to true to include the transcript sentences in the response

Trigger Authentication

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

To connect your Twilio account to Pipedream,

API Key and API Key SID

First, create an API key in Twilio.

  • There are three types of keys: Main, Standard, and Restricted. You'll need a Main key to interact with certain API endpoints, like /Accounts.
  • If you don't need to interact with those endpoints, you can use a Standard or Restricted key.

After creating your key, you'll see fields for Sid and Secret. Enter those in the fields below.

Account SID and Auth Token

Visit your Twilio Dashboard. You'll see your Account SID and Auth Token under Account info.

About Twilio

Twilio is a cloud communications platform for building SMS, Voice & Messaging applications on an API built for global scale.

Action

Description:Create a new box in Streak. [See the docs](https://streak.readme.io/reference/create-a-box)
Version:0.0.1
Key:streak-create-box

Streak Overview

The Streak API taps into the core of Streak’s CRM functionality within Gmail, allowing users to automate interactions with pipeline data, such as leads, contacts, and sales opportunities. With Pipedream, you can harness this API to craft serverless workflows that react to events in Streak and connect with countless other services to streamline CRM tasks, sync data across platforms, or trigger communications based on pipeline changes.

Action Code

import streak from "../../streak.app.mjs";

const docLink = "https://streak.readme.io/reference/create-a-box";

export default {
  key: "streak-create-box",
  name: "Create Box",
  description: `Create a new box in Streak. [See the docs](${docLink})`,
  version: "0.0.1",
  type: "action",
  props: {
    streak,
    pipelineId: {
      propDefinition: [
        streak,
        "pipelineId",
      ],
      reloadProps: true,
    },
    name: {
      type: "string",
      label: "Name",
      description: "Name of the box",
    },
    stage: {
      propDefinition: [
        streak,
        "stage",
        (c) => ({
          pipelineId: c.pipelineId,
        }),
      ],
      optional: true,
    },
    notes: {
      type: "string",
      label: "Notes",
      description: "The notes on the box",
      optional: true,
    },
    teamId: {
      propDefinition: [
        streak,
        "teamId",
      ],
      optional: true,
    },
    assignees: {
      propDefinition: [
        streak,
        "teamMembers",
        (c) => ({
          teamId: c.teamId,
        }),
      ],
      description: "The member(s) of your team this box will be assigned to",
      optional: true,
    },
  },
  async additionalProps() {
    const props = {};
    const fields = await this.streak.listPipelineFields({
      pipelineId: this.pipelineId,
    });
    for (const field of fields) {
      props[`${this.pipelineId}_${field.key}`] = this.streak.customFieldToProp(field);
    }
    return props;
  },
  async run({ $ }) {
    const response = await this.streak.createBox({
      $,
      pipelineId: this.pipelineId,
      data: {
        name: this.name,
        stageKey: this.stage,
        notes: this.notes,
        assignedToSharingEntries: this.assignees?.map((assignee) => ({
          email: assignee,
        })),
      },
    });

    const updateCustomFields = Object.keys(this)
      .filter((k) => k.includes(`${this.pipelineId}_`))
      .map((k) => this.streak.updateFieldValue({
        boxId: response.boxKey,
        fieldId: k.split(`${this.pipelineId}_`)[1],
        value: this[k],
      }));
    await Promise.all(updateCustomFields);

    $.export("$summary", "Successfully created box");
    return response;
  },
};

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.

LabelPropTypeDescription
StreakstreakappThis component uses the Streak app.
PipelinepipelineIdstringSelect a value from the drop down menu.
Namenamestring

Name of the box

StagestagestringSelect a value from the drop down menu.
Notesnotesstring

The notes on the box

TeamteamIdstringSelect a value from the drop down menu.
Team Membersassigneesstring[]Select a value from the drop down menu.

Action Authentication

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

After completing installation of Streak CRM on your browser, navigate to Gmail, click on the Streak icon in the right sidebar, and select the Integrations button.

About Streak

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

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