Create Customer with Chargify API on Card Due Date Reminder from Pipedream API

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Card Due Date Reminder from the Pipedream API

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Create Customer with the Chargify API

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Getting Started#

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

Select this integration
Configure the Card Due Date Reminder trigger
1. Connect your Pipedream account
2. Connect your Pipedream account
3. Select a Board
4. Select a Time Before
Configure the Create Customer action
1. Connect your Chargify account
2. Configure First Name
3. Configure Last Name
4. Configure Email
5. Optional- Configure Organization
6. Optional- Configure Street Address
7. Optional- Configure Street Address (line 2)
8. Optional- Configure City
9. Optional- Configure State
10. Optional- Configure Zip
11. Optional- Configure Country
12. Optional- Configure Phone
13. Optional- Configure Tax Exempt
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#

Card Due Date Reminder on Pipedream

Description:Emit new event at a specified time before a card is due.

Version:0.1.1

Key:trello-card-due-date-reminder

View on GitHub

Pipedream Overview#

Pipedream is an API that allows you to build applications that can connect to
various data sources and processes them in real-time. You can use Pipedream to
create applications that can perform ETL (Extract, Transform, and Load) tasks,
as well as to create data-driven workflows.

Some examples of applications you can build using the Pipedream API include:

An application that can extract data from a database, transform it, and then
load it into another database.
An application that can monitor a data source for changes, and then trigger a
workflow in response to those changes.
An application that can poll an API for new data, and then process that data
in real-time.

Trigger Code#

import taskScheduler from "../../../pipedream/sources/new-scheduled-tasks/new-scheduled-tasks.mjs";
import trello from "../../trello.app.mjs";
import ms from "ms";
import constants from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "trello-card-due-date-reminder",
  name: "Card Due Date Reminder", /* eslint-disable-line pipedream/source-name */
  description: "Emit new event at a specified time before a card is due.",
  version: "0.1.1",
  type: "source",
  dedupe: "unique",
  props: {
    pipedream: taskScheduler.props.pipedream,
    trello,
    db: "$.service.db",
    http: "$.interface.http",
    board: {
      propDefinition: [
        trello,
        "board",
      ],
    },
    timeBefore: {
      type: "string",
      label: "Time Before",
      description: "How far before the due time the event should trigger. For example, `5 minutes`, `10 minutes`, `1 hour`.",
      default: "5 minutes",
      options: constants.NOTIFICATION_TIMES,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.timeBefore) {
      props.timer = {
        type: "$.interface.timer",
        description: "Poll the API to schedule alerts for any newly created events",
        default: {
          intervalSeconds: ms(this.timeBefore) / 1000,
        },
      };
    }
    return props;
  },
  hooks: {
    async deactivate() {
      const ids = this._getScheduledEventIds();
      if (!ids?.length) {
        return;
      }
      for (const id of ids) {
        if (await this.deleteEvent({
          body: {
            id,
          },
        })) {
          console.log("Cancelled scheduled event");
        }
      }
      this._setScheduledEventIds();
    },
  },
  methods: {
    ...taskScheduler.methods,
    generateMeta({
      id, name: summary,
    }, now) {
      return {
        id,
        summary,
        ts: now,
      };
    },
    _getScheduledEventIds() {
      return this.db.get("scheduledEventIds");
    },
    _setScheduledEventIds(ids) {
      this.db.set("scheduledEventIds", ids);
    },
    _getScheduledCardIds() {
      return this.db.get("scheduledCardIds");
    },
    _setScheduledCardIds(ids) {
      this.db.set("scheduledCardIds", ids);
    },
    _hasDeployed() {
      const result = this.db.get("hasDeployed");
      this.db.set("hasDeployed", true);
      return result;
    },
    emitEvent(card, now) {
      const meta = this.generateMeta(card, now);
      this.$emit(card, meta);
    },
  },
  async run(event) {
    const now = event.timestamp * 1000;

    // self subscribe only on the first time
    if (!this._hasDeployed()) {
      await this.selfSubscribe();
    }

    let scheduledEventIds = this._getScheduledEventIds() || [];

    // incoming scheduled event
    if (event.$channel === this.selfChannel()) {
      const remainingScheduledEventIds = scheduledEventIds.filter((id) => id !== event["$id"]);
      this._setScheduledEventIds(remainingScheduledEventIds);
      this.emitEvent(event, now);
      return;
    }

    // schedule new events
    const scheduledCardIds = this._getScheduledCardIds() || {};
    const cards = await this.trello.getCards({
      boardId: this.board,
    });

    for (const card of cards) {
      const dueDate = card.due
        ? new Date(card.due)
        : null;
      if (!dueDate || dueDate.getTime() < Date.now()) {
        delete scheduledCardIds[card.id];
        continue;
      }

      const later = new Date(dueDate.getTime() - ms(this.timeBefore));

      if (scheduledCardIds[card.id]) {
        // reschedule if card's due date has changed
        if (card.due !== scheduledCardIds[card.id].dueDate) {
          await this.deleteEvent({
            body: {
              id: scheduledCardIds[card.id].eventId,
            },
          });
          scheduledEventIds = scheduledEventIds
            .filter((id) => id !== scheduledCardIds[card.id].eventId);
        } else {
          continue;
        }
      }

      const scheduledEventId = this.emitScheduleEvent(card, later);
      scheduledEventIds.push(scheduledEventId);
      scheduledCardIds[card.id] = {
        eventId: scheduledEventId,
        dueDate: card.due,
      };
    }
    this._setScheduledEventIds(scheduledEventIds);
    this._setScheduledCardIds(scheduledCardIds);
  },
  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
Pipedream	`pipedream`	`app`	This component uses the Pipedream app.
Pipedream	`trello`	`app`	This component uses the Pipedream 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.
Board	`board`	`string`	Select a value from the drop down menu.
Time Before	`timeBefore`	`string`	Select a value from the drop down menu:`5 minutes10 minutes15 minutes30 minutes1 hour2 hours3 hours6 hours12 hours1 day2 days3 days1 week`

Trigger Authentication#

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

About Pipedream#

Integration platform for developers

Action#

Create Customer on Chargify

Description:Creates a new customer in Chargify. [See the documentation](https://developers.maxio.com/http/advanced-billing-api/api-endpoints/customers/create-customer)

Version:0.0.1

Key:chargify-create-customer

View on GitHub

Chargify Overview#

The Chargify API enables seamless integration of subscription billing, management, and reporting functionalities. With Chargify, you can automate the creation and management of customer subscriptions, handle invoicing, apply taxes, and track analytics related to your billing processes. It's a powerful tool for businesses with recurring revenue models to keep their billing systems in sync with other business operations, reducing manual workload and increasing efficiency.

Action Code#

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

export default {
  key: "chargify-create-customer",
  name: "Create Customer",
  description: "Creates a new customer in Chargify. [See the documentation](https://developers.maxio.com/http/advanced-billing-api/api-endpoints/customers/create-customer)",
  version: "0.0.1",
  type: "action",
  props: {
    chargify,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the customer",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the customer",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the customer",
    },
    organization: {
      type: "string",
      label: "Organization",
      description: "The organization of the customer",
      optional: true,
    },
    address: {
      type: "string",
      label: "Street Address",
      description: "Street address of the customer (line 1)",
      optional: true,
    },
    address2: {
      type: "string",
      label: "Street Address (line 2)",
      description: "Street address of the customer (line 2)",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the customer",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State/Region of the customer",
      optional: true,
    },
    zip: {
      type: "string",
      label: "Zip",
      description: "Zip code of the customer",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "The country code of the customer. Example: `US`",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the customer",
      optional: true,
    },
    taxExempt: {
      type: "boolean",
      label: "Tax Exempt",
      description: "Set to `true` if the customer is tax exempt.",
      optional: true,
    },
  },
  async run({ $ }) {
    const { customer } = await this.chargify.createCustomer({
      $,
      data: {
        customer: {
          first_name: this.firstName,
          last_name: this.lastName,
          email: this.email,
          organization: this.organization,
          address: this.address,
          address_2: this.address2,
          city: this.city,
          state: this.state,
          zip: this.zip,
          country: this.country,
          phone: this.phone,
          tax_exempt: this.taxExempt,
        },
      },
    });
    $.export("$summary", `Successfully created customer with ID ${customer.id}`);
    return customer;
  },
};

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
Chargify	`chargify`	`app`	This component uses the Chargify app.
First Name	`firstName`	`string`	The first name of the customer
Last Name	`lastName`	`string`	The last name of the customer
Email	`email`	`string`	The email of the customer
Organization	`organization`	`string`	The organization of the customer
Street Address	`address`	`string`	Street address of the customer (line 1)
Street Address (line 2)	`address2`	`string`	Street address of the customer (line 2)
City	`city`	`string`	City of the customer
State	`state`	`string`	State/Region of the customer
Zip	`zip`	`string`	Zip code of the customer
Country	`country`	`string`	The country code of the customer. Example: `US`
Phone	`phone`	`string`	Phone number of the customer
Tax Exempt	`taxExempt`	`boolean`	Set to `true` if the customer is tax exempt.

Action Authentication#

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

Refer to Chargify's API docs for more info

About Chargify#

Billing & Revenue Management for B2B SaaS

More Ways to Connect Chargify + Pipedream#

Other Popular Integrations#

Update Subscription with Chargify API on New Scheduled Tasks from Pipedream API

Pipedream + Chargify

Create Customer with Chargify API on Card Due Date Reminder from Pipedream API

Pipedream makes it easy to connect APIs for Chargify, Pipedream and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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