← Twilio + Pipefy integrations

Create Card with Pipefy API on New Incoming SMS (Instant) from Twilio API

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New Incoming SMS (Instant) from the Twilio API
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Create Card with the Pipefy API
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Getting Started

This integration creates a workflow with a Twilio trigger and Pipefy 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 Incoming SMS (Instant) trigger
    1. Connect your Twilio account
    2. Select a Incoming Phone Number
    3. Configure Twilio Auth Token
    4. Optional- Configure Response Message
  3. Configure the Create Card action
    1. Connect your Pipefy account
    2. Select a Organization
    3. Select a Pipe
    4. Select a Phase
    5. Configure Title
  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 every time an SMS is sent to the phone number set. Configures a webhook in Twilio, tied to an incoming phone number.
Version:0.1.2
Key:twilio-new-incoming-sms

Twilio Overview

With the Twilio API, you can build telephone applications that make and receive
phone calls, as well astext messaging applications that send and receive text
messages.

Some examples of applications you could build include:

  • A phone call application that allows you to make and receive phone calls over
    the internet
  • A text messaging application that allows you to send and receive text
    messages over the internet
  • A voicemail application that allows you to leave and receive voicemails over
    the internet

Trigger Code

import twilio from "twilio";
import common from "../common-webhook.mjs";
import constants from "../../common/constants.mjs";

const MessagingResponse = twilio.twiml.MessagingResponse;

export default {
  ...common,
  key: "twilio-new-incoming-sms",
  name: "New Incoming SMS (Instant)",
  description: "Emit new event every time an SMS is sent to the phone number set. Configures a webhook in Twilio, tied to an incoming phone number.",
  version: "0.1.2",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    responseMessage: {
      propDefinition: [
        common.props.twilio,
        "responseMessage",
      ],
    },
  },
  methods: {
    ...common.methods,
    getServiceType() {
      return constants.SERVICE_TYPE.SMS;
    },
    getResponseBody() {
      const twiml = new MessagingResponse();
      let responseBody = "<Response></Response>";
      if (this.responseMessage) {
        twiml.message(this.responseMessage);
        responseBody = twiml.toString();
      }
      return responseBody;
    },
    generateMeta(body, headers) {
      return {
        /** if Twilio retries a message, but we've already emitted, dedupe */
        id: headers["i-twilio-idempotency-token"],
        summary: body.Body,
        ts: Date.now(),
      };
    },
  },
};

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.
Incoming Phone NumberincomingPhoneNumberstringSelect a value from the drop down menu.
Twilio Auth TokenauthTokenstring

Your Twilio auth token, found in your Twilio console. Required for validating Twilio events.

N/Ahttp$.interface.httpThis 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.
Response MessageresponseMessagestring

The message you want to send in response to incoming messages. Leave this blank if you don't need to issue a 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,

First, create an API key in Twilio.

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

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

About Twilio

Cloud communications platform for building SMS, Voice & Messaging applications on an API built for global scale

Action

Description:Create a new Card in a Pipe. [See the docs here](https://api-docs.pipefy.com/reference/mutations/createCard/)
Version:0.1.2
Key:pipefy-create-card

Pipefy Overview

Using the Pipefy API, it is possible to build powerful workflows that help to streamline the entire process of managing any given task or process. The API provides access to all of Pipefy’s features, allowing developers to create custom-built workflows that are tailored for their specific needs.

With Pipefy’s API, developers can take advantage of the following:

  • Create and manage customized pipelines
  • Automatically trigger events between different phases
  • Track progress and milestones
  • Establish custom notifications
  • Manage resources

Examples of what you can build with the Pipefy API:

  • A workflow to oversee the recruitment process, from applicant submission to onboarding.
  • A workflow to organize the marketing team’s daily, weekly and monthly tasks.
  • A workflow to oversee the development of software products, from planning to the release.
  • An automated system for processing customer requests and complaints.
  • A workflow to manage product releases from inception to launch.

Action Code

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

export default {
  key: "pipefy-create-card",
  name: "Create Card",
  description: "Create a new Card in a Pipe. [See the docs here](https://api-docs.pipefy.com/reference/mutations/createCard/)",
  version: "0.1.2",
  type: "action",
  props: {
    pipefy,
    organization: {
      propDefinition: [
        pipefy,
        "organization",
      ],
    },
    pipe: {
      propDefinition: [
        pipefy,
        "pipe",
        (c) => ({
          orgId: c.organization,
        }),
      ],
      reloadProps: true,
    },
    phase: {
      propDefinition: [
        pipefy,
        "phase",
        (c) => ({
          pipeId: c.pipe,
        }),
      ],
      reloadProps: true,
    },
    title: {
      type: "string",
      label: "Title",
      description: "Title of the new card",
    },
  },
  async additionalProps() {
    const props = {};
    const startFields = this.pipe
      ? await this.pipefy.listPipeFields(this.pipe)
      : [];
    const fields = this.phase
      ? await this.pipefy.listPhaseFields(this.phase)
      : [];
    const allFields = [
      ...startFields,
      ...fields,
    ];
    for (const field of allFields) {
      props[field.id] = {
        type: "string",
        label: field.label,
        description: `Type: ${field.type}. ${field.description}`,
        optional: !field.required,
      };
      if (field.options.length > 0) {
        props[field.id].options = field.options;
      }
    }
    return props;
  },
  async run({ $ }) {
  /*
  Example query:

  mutation{
    createCard( input: {
      pipe_id: 219739
      fields_attributes: [
        {field_id: "assignee", field_value:[00000, 00001]}
        {field_id: "checklist_vertical", field_value: ["a", "b"]}
        {field_id: "email", field_value: "rocky.balboa@email.com"}
      ]
      parent_ids: ["2750027"]
    })
    { card { id title } }
  }
  */

    const fieldsAttributes = [];
    const startFields = await this.pipefy.listPipeFields(this.pipe);
    const fields = await this.pipefy.listPhaseFields(this.phase);
    const allFields = [
      ...startFields,
      ...fields,
    ];
    for (const field of allFields) {
      if (this[field.id]) {
        fieldsAttributes.push({
          field_id: field.id,
          field_value: this[field.id],
        });
      }
    }

    const variables = {
      pipeId: this.pipe,
      phaseId: this.phase,
      title: this.title,
      fieldsAttributes,
    };

    const response = await this.pipefy.createCard(variables);
    $.export("$summary", "Successfully created card");
    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
PipefypipefyappThis component uses the Pipefy app.
OrganizationorganizationstringSelect a value from the drop down menu.
PipepipestringSelect a value from the drop down menu.
PhasephasestringSelect a value from the drop down menu.
Titletitlestring

Title of the new card

Action Authentication

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

To authorize requests to the Pipefy API, you'll need to generate a Personal access token. In order to create Pipefy triggers in Pipedream, you will need to be a Pipefy administrator.

About Pipefy

Process Management, Workflow Management Software

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