Create Contact with Productive.io API on New Transfer Event (Instant) from Brex API

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New Transfer Event (Instant) from the Brex API

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Create Contact with the Productive.io API

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Getting Started#

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

Select this integration
Configure the New Transfer Event (Instant) trigger
1. Connect your Brex account
2. Select one or more Events
Configure the Create Contact action
1. Connect your Productive.io account
2. Select a Company ID
3. Configure Name
4. Configure Email
5. Optional- Configure Address
6. Optional- Configure Phone
7. Optional- Configure Website
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 Transfer Event (Instant) on Brex

Description:Emit new event for new failed or processed events

Version:0.1.0

Key:brex-new-transfer-event

View on GitHub

Brex Overview#

The Brex API offers a powerful avenue for automating financial operations, providing programmatic access to a company's Brex account. Through the API, you can manage cards, view transactions, and handle rewards programmatically. When combined with Pipedream, the API's capabilities expand, allowing users to integrate Brex data with other apps, trigger workflows based on financial events, and streamline financial reporting and reconciliation processes.

Trigger Code#

import common from "./common.mjs";
import brexApp from "../../brex.app.mjs";

export default {
  ...common,
  dedupe: "unique",
  type: "source",
  key: "brex-new-transfer-event",
  name: "New Transfer Event (Instant)",
  description: "Emit new event for new failed or processed events",
  version: "0.1.0",
  props: {
    brexApp,
    ...common.props,
  },
};

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
Brex	`brexApp`	`app`	This component uses the Brex app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
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.
Events	`events`	`string[]`	Select a value from the drop down menu:`TRANSFER_PROCESSEDTRANSFER_FAILED`

Trigger Authentication#

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

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

openidoffline_accessuserscardslocationsdepartmentsvendorstransactions.card.readonlytransactions.cash.readonlyaccounts.cash.readonlytransfershttps://onboarding.brexapis.com/referralsbudgets

About Brex#

Payments, Deposits, Cards

Action#

Create Contact on Productive.io

Description:Creates a new contact entry in Productive.io. [See the documentation](https://developer.productive.io/contact_entries.html#contact-entries-contact-entries-post)

Version:0.0.2

Key:productive_io-create-contact

View on GitHub

Productive.io Overview#

The Productive.io API enables you to automate and integrate your business operations managed within Productive.io. Whether it's syncing project data, managing resources, or tracking finances, the API allows you to streamline workflows by connecting with other services. On Pipedream, you can craft serverless workflows that react to events in Productive.io, or schedule tasks to manage your operations efficiently without leaving the platform.

Action Code#

import constants from "../../common/constants.mjs";
import app from "../../productive_io.app.mjs";

export default {
  key: "productive_io-create-contact",
  name: "Create Contact",
  description: "Creates a new contact entry in Productive.io. [See the documentation](https://developer.productive.io/contact_entries.html#contact-entries-contact-entries-post)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    app,
    companyId: {
      propDefinition: [
        app,
        "companyId",
      ],
    },
    name: {
      type: "string",
      label: "Name",
      description: "The name of the contact entry.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the contact entry.",
    },
    address: {
      type: "string",
      label: "Address",
      description: "The address of the contact entry.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The phone of the contact entry.",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "The website of the contact entry.",
      optional: true,
    },
  },
  methods: {
    createContact(args = {}) {
      return this.app.post({
        path: "/contact_entries",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createContact,
      companyId,
      name,
      email,
      address,
      phone,
      website,
    } = this;

    const response = await createContact({
      $,
      data: {
        data: {
          type: "contact_entries",
          attributes: {
            contactable_type: constants.CONTACTABLE_TYPE_OPTION.COMPANY.value,
            type: constants.CONTACT_TYPE_OPTION.EMAIL.value,
            name,
            email,
            address,
            phone,
            website,
          },
          relationships: {
            company: {
              data: {
                type: constants.CONTACTABLE_TYPE.company,
                id: companyId,
              },
            },
          },
        },
      },
    });

    $.export("$summary", `Successfully created contact with name: ${response.data?.attributes?.name}`);
    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
Productive.io	`app`	`app`	This component uses the Productive.io app.
Company ID	`companyId`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	The name of the contact entry.
Email	`email`	`string`	The email of the contact entry.
Address	`address`	`string`	The address of the contact entry.
Phone	`phone`	`string`	The phone of the contact entry.
Website	`website`	`string`	The website of the contact entry.

Action Authentication#

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

To retrieve your Auth Token and Organization ID,