Create Contact with Rex API on New Or Updated Custom Field from ManyChat API

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New Or Updated Custom Field from the ManyChat API

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Create Contact with the Rex API

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Getting Started#

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

Select this integration
Configure the New Or Updated Custom Field trigger
1. Connect your ManyChat account
2. Configure timer
3. Select a Custom Field Id
4. Configure Custom Field Value
Configure the Create Contact action
1. Connect your Rex account
2. Select a Type
3. Configure First Name
4. Configure Last Name
5. Optional- Configure Email
6. Optional- Configure Phone
7. Optional- Configure Address
8. Optional- Configure Address Postal
9. Optional- Configure Company Name
10. Optional- Configure Website URL
11. Optional- Configure Is DND?
12. Optional- Configure Name Legal
13. Optional- Configure Name Salutation
14. Optional- Configure Name Address
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 Or Updated Custom Field on ManyChat

Description:Emit new event when a selected custom field on a user profile is added or updated. [See the documentation](https://api.manychat.com/swagger)

Version:0.0.1

Key:manychat-new-or-updated-custom-field

View on GitHub

ManyChat Overview#

The ManyChat API lets you manage and automate conversations in your chatbot, giving you control over user data, tags, and messaging. Integrating ManyChat with Pipedream can supercharge your chatbot workflows, enabling you to connect your ManyChat bot to various apps and services, automate interactions based on triggers, and analyze chatbot data to improve user engagement.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import manychat from "../../manychat.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "manychat-new-or-updated-custom-field",
  name: "New Or Updated Custom Field",
  description: "Emit new event when a selected custom field on a user profile is added or updated. [See the documentation](https://api.manychat.com/swagger)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    manychat,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    customFieldId: {
      propDefinition: [
        manychat,
        "customFieldId",
      ],
    },
    customFieldValue: {
      propDefinition: [
        manychat,
        "customFieldValue",
      ],
    },
  },
  methods: {
    _setUserIds(userIds) {
      return this.db.set("userIds", userIds);
    },
    _getUserIds() {
      return this.db.get("userIds") || [];
    },
    _emitEvent(user) {
      const ts = Date.now();

      this.$emit(user, {
        id: user.id + ts,
        summary: `Custom field added or updated for user ${user.id}`,
        ts: ts,
      });
    },
    compareValues(user, userIds) {
      if (!userIds.includes(user.id)) {
        this._emitEvent(user);
      }
    },
  },
  async run() {
    const { data: users } = await this.manychat.findByCustomField({
      params: {
        field_id: this.customFieldId,
        field_value: this.customFieldValue,
      },
    });

    const userIds = this._getUserIds();
    users.forEach((user) => this.compareValues(user, userIds));

    const newUserIds = users.map((user) => user.id);
    this._setUserIds(newUserIds);
  },
  sampleEmit,
};

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
ManyChat	`manychat`	`app`	This component uses the ManyChat app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Custom Field Id	`customFieldId`	`string`	Select a value from the drop down menu.
Custom Field Value	`customFieldValue`	`string`	The value of the custom field to search for.

Trigger Authentication#

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

Please note that you must be on a Pro account or higher in order to create an API Key.

About ManyChat#

Grow your business with ChatMarketing today. Connect with customers via Messenger, SMS, Email, or IG using ManyChat.

Action#

Create Contact on Rex

Description:Creates a new contact in Rex. [See the documentation](https://api-docs.rexsoftware.com/service/contacts#operation/create)

Version:0.0.1

Key:rex-create-contact

View on GitHub

Rex Overview#

The Rex API allows for automation and integration of real estate CRM functionalities within the Pipedream platform. By leveraging Rex, you can streamline operations, synchronize data across various platforms, and trigger actions within the Rex ecosystem based on events from other apps or services. Whether you're managing listings, contacts, or marketing efforts, the Rex API on Pipedream can be a powerful tool to enhance productivity and customer engagement in real estate businesses.

Action Code#

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

export default {
  key: "rex-create-contact",
  name: "Create Contact",
  description: "Creates a new contact in Rex. [See the documentation](https://api-docs.rexsoftware.com/service/contacts#operation/create)",
  version: "0.0.1",
  type: "action",
  props: {
    rex,
    type: {
      type: "string",
      label: "Type",
      description: "Whether contact is person or company",
      options: constants.CONTACT_TYPE_OPTIONS,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "Contact's first name",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Contact's last name",
    },
    email: {
      type: "string",
      label: "Email",
      description: "Contact's email address",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Contact's phone number",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "Contact's address",
      optional: true,
    },
    addressPostal: {
      type: "string",
      label: "Address Postal",
      description: "Contact's postal address",
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Company name - company contact only",
      optional: true,
    },
    websiteUrl: {
      type: "string",
      label: "Website URL",
      description: "Company website URL - company contact only",
      optional: true,
    },
    isDnd: {
      type: "boolean",
      label: "Is DND?",
      description: "Whether contact can be contacted for marketing purposes",
      optional: true,
    },
    nameLegal: {
      type: "string",
      label: "Name Legal",
      description: "Contact's legal name",
      optional: true,
    },
    nameSalutation: {
      type: "string",
      label: "Name Salutation",
      description: "Contact's name as salutation",
      optional: true,
    },
    nameAddressee: {
      type: "string",
      label: "Name Address",
      description: "Contact's name as addressee",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      address: this.address,
      address_postal: this.addressPostal,
      company_name: this.companyName,
      website_url: this.websiteUrl,
      is_dnd: this.isDnd,
      type: this.type,
      name_legal: this.nameLegal,
      name_salutation: this.nameSalutation,
      name_addressee: this.nameAddressee,
      related: {
        contact_names: [
          {
            name_first: this.firstName,
            name_last: this.lastName,
          },
        ],
        contact_emails: this.email
          ? [
            {
              email_address: this.email,
            },
          ]
          : undefined,
        contact_phones: this.phone
          ? [
            {
              phone_number: this.phone,
            },
          ]
          : undefined,
      },
    };

    const { result } = await this.rex.createContact({
      data: {
        data,
      },
      $,
    });

    if (result?.id) {
      $.export("$summary", `Successfully created contact with ID ${result.id}.`);
    }

    return result;
  },
};

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
Rex	`rex`	`app`	This component uses the Rex app.
Type	`type`	`string`	Select a value from the drop down menu:`{ "value": "person", "label": "Person" }{ "value": "company", "label": "Company" }`
First Name	`firstName`	`string`	Contact's first name
Last Name	`lastName`	`string`	Contact's last name
Email	`email`	`string`	Contact's email address
Phone	`phone`	`string`	Contact's phone number
Address	`address`	`string`	Contact's address
Address Postal	`addressPostal`	`string`	Contact's postal address
Company Name	`companyName`	`string`	Company name - company contact only
Website URL	`websiteUrl`	`string`	Company website URL - company contact only
Is DND?	`isDnd`	`boolean`	Whether contact can be contacted for marketing purposes
Name Legal	`nameLegal`	`string`	Contact's legal name
Name Salutation	`nameSalutation`	`string`	Contact's name as salutation
Name Address	`nameAddressee`	`string`	Contact's name as addressee

Action Authentication#

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

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

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Popular Triggers#

New Or Updated Custom Field from the ManyChat API

Emit new event when a selected custom field on a user profile is added or updated. See the documentation

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New Contact Created (Instant) from the Rex API

Emit new event for each new contact created in Rex.

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New Lead Created (Instant) from the Rex API

Emit new event for each new lead created in Rex.

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Popular Actions#

Add Tag to User with the ManyChat API

Adds a specific tag to a user specified by their user ID. This action is essential to categorize and filter users based on business-specific parameters. See the documentation

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Find User by Custom Field with the ManyChat API

Locates a user based on a particular custom field's value. See the documentation

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Send Dynamic Message to User with the ManyChat API

Delivers a dynamic message to a particular user specified by their user ID. See the documentation

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Create Contact with the Rex API

Creates a new contact in Rex. See the documentation

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Create Lead with the Rex API

Creates a new lead in Rex. See the documentation