Create Contact with Nectar CRM API on New Events (Instant) from Twilio SendGrid API

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New Events (Instant) from the Twilio SendGrid API

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Create Contact with the Nectar CRM API

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Getting Started#

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

Select this integration
Configure the New Events (Instant) trigger
1. Connect your Twilio SendGrid account
2. Select one or more Event Types
Configure the Create Contact action
1. Connect your Nectar CRM account
2. Configure Name
3. Optional- Configure CNPJ
4. Optional- Configure Origin
5. Optional- Configure Category
6. Optional- Select a Type
7. Optional- Configure Observation
8. Optional- Configure Email
9. Optional- Configure Phone Number
10. Optional- Configure Active
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 Events (Instant) on Twilio SendGrid

Description:Emit new event when any of the specified SendGrid events is received

Version:0.0.5

Key:sendgrid-events

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.

Trigger Code#

import common from "../common/http-based.mjs";
import deliveryEventTypes from "./delivery-event-types.mjs";
import engagementEventTypes from "./engagement-event-types.mjs";

export default {
  ...common,
  key: "sendgrid-events",
  name: "New Events (Instant)",
  description: "Emit new event when any of the specified SendGrid events is received",
  version: "0.0.5",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    eventTypes: {
      type: "string[]",
      label: "Event Types",
      description: "The type of events to listen to",
      options(context) {
        const { page } = context;
        if (page !== 0) {
          return {
            options: [],
          };
        }

        const options = [
          ...deliveryEventTypes,
          ...engagementEventTypes,
        ];
        return {
          options,
        };
      },
    },
  },
  methods: {
    ...common.methods,
    baseWebhookSettings() {
      // The list of events that a webhook can listen to. This method returns an
      // exhaustive list of all such flags disabled, and each event source can
      // then override the flags that are relevant to the event they handle.
      //
      // See the docs for more information:
      // https://sendgrid.com/docs/api-reference/
      const eventTypesData = [
        ...deliveryEventTypes,
        ...engagementEventTypes,
      ];
      return eventTypesData.reduce((accum, eventTypeData) => ({
        ...accum,
        [eventTypeData.value]: false,
      }), {});
    },
    webhookEventFlags() {
      return this.eventTypes.reduce((accum, eventType) => ({
        ...accum,
        [eventType]: true,
      }), {});
    },
    generateMeta(data) {
      const {
        event: eventType,
        sg_event_id: id,
        timestamp: ts,
      } = data;
      const summary = `New event: ${eventType}`;
      return {
        id,
        summary,
        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
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Twilio SendGrid	`sendgrid`	`app`	This component uses the Twilio SendGrid app.
N/A	`http`	`$.interface.http`	This component uses `$.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.
Event Types	`eventTypes`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

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

About Twilio SendGrid#

Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.

Action#

Create Contact on Nectar CRM

Description:Created a new contact. [See docs here](https://nectarcrm.docs.apiary.io/#reference/0/contatos/criar)

Version:0.0.1

Key:nectar_crm-create-contact

View on GitHub

Nectar CRM Overview#

The Nectar CRM API enables users to streamline customer relationship management by automating tasks and syncing data across various platforms. With this API on Pipedream, you can perform actions like updating contact details, managing deals, tracking customer interactions, and generating reports. These capabilities can be leveraged to create custom, automated workflows that save time and keep your sales processes efficient.

Action Code#

import { defineAction } from "@pipedream/types";
import nectar_crm from "../../app/nectar_crm.app.mjs";
import constants from "../common/constants.mjs";
export default defineAction({
    key: "nectar_crm-create-contact",
    name: "Create Contact",
    description: "Created a new contact. [See docs here](https://nectarcrm.docs.apiary.io/#reference/0/contatos/criar)",
    version: "0.0.1",
    type: "action",
    props: {
        nectar_crm,
        name: {
            label: "Name",
            description: "The name of the contact",
            type: "string",
        },
        cnpj: {
            label: "CNPJ",
            description: "The CNPJ of the contact. E.g. `99.999.999/9999-99`",
            type: "string",
            optional: true,
        },
        origin: {
            label: "Origin",
            description: "The origin of the contact. E.g. `Email`",
            type: "string",
            optional: true,
        },
        category: {
            label: "Category",
            description: "The category of the contact. E.g. `Active Customer`",
            type: "string",
            optional: true,
        },
        type: {
            label: "Type",
            description: "The type of the contact.",
            type: "string",
            options: constants.CONTACT_TYPES,
            optional: true,
        },
        observation: {
            label: "Observation",
            description: "The Observation about the contact",
            type: "string",
            optional: true,
        },
        email: {
            label: "Email",
            description: "The email of the contact",
            type: "string",
            optional: true,
        },
        phoneNumber: {
            label: "Phone Number",
            description: "The phone number of the contact",
            type: "string",
            optional: true,
        },
        active: {
            label: "Active",
            description: "If the contact is active",
            type: "boolean",
            default: true,
            optional: true,
        },
    },
    async run({ $ }) {
        const response = await this.nectar_crm.createContact({
            $,
            data: {
                ativo: this.active,
                nome: this.name,
                cnpj: this.cnpj,
                origem: this.origin,
                categoria: this.category,
                constante: this.type,
                observacao: this.observation,
                emails: [
                    this.email,
                ],
                telefones: [
                    this.phoneNumber,
                ],
            },
        });
        $.export("$summary", `Successfully created contact with id ${response.id}`);
        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
Nectar CRM	`nectar_crm`	`app`	This component uses the Nectar CRM app.
Name	`name`	`string`	The name of the contact
CNPJ	`cnpj`	`string`	The CNPJ of the contact. E.g. `99.999.999/9999-99`
Origin	`origin`	`string`	The origin of the contact. E.g. `Email`
Category	`category`	`string`	The category of the contact. E.g. `Active Customer`
Type	`type`	`string`	Select a value from the drop down menu:`{ "label": "Customer", "value": "0" }{ "label": "Prospect", "value": "1" }{ "label": "Suspect", "value": "2" }{ "label": "Lead", "value": "3" }{ "label": "Discarded", "value": "4" }`
Observation	`observation`	`string`	The Observation about the contact
Email	`email`	`string`	The email of the contact
Phone Number	`phoneNumber`	`string`	The phone number of the contact
Active	`active`	`boolean`	If the contact is active

Action Authentication#

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

To retrieve your API key,