Create Contact with Drift API on New Customer from Wave API

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Trigger workflow on

New Customer from the Wave API

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Create Contact with the Drift API

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Getting Started#

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

Select this integration
Configure the New Customer trigger
1. Connect your Wave account
2. Configure timer
3. Select a Business
Configure the Create Contact action
1. Connect your Drift account
2. Configure Email
3. Optional- Configure Name
4. Optional- Configure Phone
5. Optional- Configure Lead Source
6. Optional- Configure Custom Attributes
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 Customer on Wave

Description:Emit new event when an customer is created.

Version:0.0.1

Key:wave-new-customer

View on GitHub

Wave Overview#

Wave is a financial software that simplifies accounting, invoicing, and receipt scanning for small businesses. With the Wave API, you can automate various financial tasks directly within Pipedream. You can create invoices, manage customers, process payments, and extract financial reports. Integrating Wave with Pipedream allows you to connect your accounting workflow with other apps, triggering actions based on financial events or scheduling regular financial operations.

Trigger Code#

import commonSources from "../../common/sources.mjs";

export default {
  ...commonSources,
  type: "source",
  key: "wave-new-customer",
  name: "New Customer",
  version: "0.0.1",
  description: "Emit new event when an customer is created.",
  methods: {
    ...commonSources.methods,
    emitEvent(customer) {
      this.$emit(customer, {
        id: customer.id,
        summary: `${customer.name} <${customer.email ?? "<empty-email>"}>`,
        ts: customer.createdAt,
      });
    },
  },
  async run() {
    let page = 1;
    const eventsToEmit = [];
    const lastEventId = this.getLastEventId();

    loop1:
    while (true) {
      const res = await this.app.listCustomersByBusiness(
        this.businessId,
        page,
      );

      for (const customer of res.data.business.customers.edges) {
        // If we've already seen this customer (based on event ID), break out of the loop.
        if (lastEventId && customer.node.id === lastEventId) {
          break loop1;
        }
        eventsToEmit.unshift(customer);
      }

      const {
        currentPage,
        totalPages,
      } = res.data.business.customers.pageInfo;
      if (currentPage === totalPages) {
        break;
      }

      page++;
    }
    for (const customer of eventsToEmit) {
      this.emitEvent(customer.node);
    }

    if (eventsToEmit.length > 0) {
      this.setLastEventId(eventsToEmit[eventsToEmit.length - 1].node.id);
    }
  },
};

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

Trigger Authentication#

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

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

account:*business:*customer:*invoice:*product:*sales_tax:*transaction:*user:*vendor:*

About Wave#

One-stop money management software for your small business.

Action#

Create Contact on Drift

Description:Creates a contact in Drift. [See the documentation](https://devdocs.drift.com/docs/creating-a-contact).

Version:0.0.1

Key:drift-create-contact

View on GitHub

Drift Overview#

The Drift API, contrary to the customer messaging platform, is actually a geocoding service provided by Geocod.io. It allows you to convert physical addresses to geographic coordinates and vice versa, enrich addresses with detailed location data, and offers batch geocoding features for processing multiple addresses simultaneously. With Pipedream, you can harness this API for a variety of location-based automations, enriching customer data with geographical insights, automating logistics, or enhancing marketing campaigns with location targeting.

Action Code#

import drift from "../../drift.app.mjs";
import { removeNullEntries } from "../../common/utils.mjs";

export default {
  key: "drift-create-contact",
  name: "Create Contact",
  description: "Creates a contact in Drift. [See the documentation](https://devdocs.drift.com/docs/creating-a-contact).",
  version: "0.0.1",
  type: "action",
  props: {
    drift,
    email: {
      type: "string",
      label: "Email",
      description: "The contact's email address",
    },
    name: {
      type: "string",
      label: "Name",
      description: "The contact's full name",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The contact's phone number",
      optional: true,
    },
    source: {
      type: "string",
      label: "Lead Source",
      description: "The value of the 'lead_create_source' custom attribute to match (case-sensitive).",
      optional: true,
    },
    customAttributes: {
      type: "object",
      label: "Custom Attributes",
      description: "Additional custom attributes to store on the contact",
      optional: true,
    },
  },

  async run({ $ }) {

    const {
      drift, email, name, phone, source,
    } = this;

    const customAttributes = drift.parseIfJSONString(this.customAttributes);

    const attributes = removeNullEntries({
      email,
      name,
      phone,
      source,
      ...customAttributes,
    });

    const existingContact = await drift.getContactByEmail({
      $,
      params: {
        email,
      },
    });

    if (existingContact && existingContact.data.length > 0) {
      throw new Error (`Contact ${email} already exists`);
    };

    const response = await drift.createContact({
      $,
      data: {
        attributes,
      },
    });

    $.export("$summary", `Contact "${email}" has been created successfully.`);
    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.

Label	Prop	Type	Description
Drift	`drift`	`app`	This component uses the Drift app.
Email	`email`	`string`	The contact's email address
Name	`name`	`string`	The contact's full name
Phone	`phone`	`string`	The contact's phone number
Lead Source	`source`	`string`	The value of the 'lead_create_source' custom attribute to match (case-sensitive).
Custom Attributes	`customAttributes`	`object`	Additional custom attributes to store on the contact

Action Authentication#

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

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

contact_readcontact_writeall_contact_readconversation_writeconversation_readuser_writeuser_readaccount_readaccount_writeplaybook_read