← AWS + Help Scout integrations

Create Customer with Help Scout API on New DynamoDB Stream Event from AWS API

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New DynamoDB Stream Event from the AWS API
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Create Customer with the Help Scout API
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Getting Started

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

  1. Select this integration
  2. Configure the New DynamoDB Stream Event trigger
    1. Connect your AWS account
    2. Configure timer
    3. Select a AWS Region
    4. Select a Stream
  3. Configure the Create Customer action
    1. Connect your Help Scout account
    2. Optional- Configure First Name
    3. Optional- Configure Last Name
    4. Optional- Configure Phone
    5. Optional- Configure Photo URL
    6. Optional- Configure Job Title
    7. Optional- Select a Photo Type
    8. Optional- Configure Background
    9. Optional- Configure Location
    10. Optional- Configure Organization
    11. Optional- Select a Gender
    12. Optional- Configure Age
    13. Optional- Configure Emails
    14. Optional- Configure Phones
    15. Optional- Configure Chats
    16. Optional- Configure Social Profiles
    17. Optional- Configure Websites
    18. Optional- Configure Address City
    19. Optional- Configure Address State
    20. Optional- Configure Address Postal Code
    21. Optional- Configure Address Country
    22. Optional- Configure Address Lines
    23. Optional- Configure Properties
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a DynamoDB stream receives new events. [See the docs here](https://docs.aws.amazon.com/amazondynamodb/latest/APIReference/API_streams_GetRecords.html)
Version:0.0.2
Key:aws-new-dynamodb-stream-event

AWS Overview

The AWS API unlocks endless possibilities for automation with Pipedream. With this powerful combo, you can manage your AWS services and resources, automate deployment workflows, process data, and react to events across your AWS infrastructure. Pipedream offers a serverless platform for creating workflows triggered by various events that can execute AWS SDK functions, making it an efficient tool to integrate, automate, and orchestrate tasks across AWS services and other apps.

Trigger Code

import common from "../../common/common-dynamodb-streams.mjs";

export default {
  ...common,
  key: "aws-new-dynamodb-stream-event",
  name: "New DynamoDB Stream Event",
  description: "Emit new event when a DynamoDB stream receives new events. [See the docs here](https://docs.aws.amazon.com/amazondynamodb/latest/APIReference/API_streams_GetRecords.html)",
  type: "source",
  version: "0.0.2",
  dedupe: "unique",
  props: {
    ...common.props,
    stream: {
      type: "string",
      label: "Stream",
      description: "ARN of the Stream to watch for new events",
      async options({ prevContext }) {
        const {
          streams,
          lastEvaluatedStreamArn,
        } = await this.listEnabledStreams({
          ExclusiveStartStreamArn: prevContext.lastEvaluatedStreamArn,
        });
        const options = streams.map((stream) => ({
          label: `${stream.TableName} - Created ${stream.StreamLabel}`,
          value: stream.StreamArn,
        }));
        return {
          options,
          context: {
            lastEvaluatedStreamArn,
          },
        };
      },
    },
  },
  hooks: {
    async deploy() {
      const { StreamDescription: streamDescription } = await this.listShards({
        StreamArn: this.stream,
      });
      const shardId = streamDescription.Shards[streamDescription.Shards.length - 1].ShardId;
      const { ShardIterator: shardIterator } = await this.getShardIterator({
        ShardId: shardId,
        StreamArn: this.stream,
        ShardIteratorType: "LATEST",
      });
      this._setShardIterator(shardIterator);
    },
  },
  methods: {
    ...common.methods,
    _getShardIterator() {
      return this.db.get("shardIterator");
    },
    _setShardIterator(shardIterator) {
      this.db.set("shardIterator", shardIterator);
    },
    generateMeta({
      eventID, eventName, dynamodb,
    }) {
      return {
        id: eventID,
        summary: `New ${eventName} event`,
        ts: Date.parse(dynamodb.ApproximateCreationDateTime),
      };
    },
  },
  async run() {
    if (!(await this.isStreamEnabled(this.stream))) {
      throw new Error("Stream is no longer enabled.");
    }

    const shardIterator = this._getShardIterator();

    const {
      Records: records, NextShardIterator: nextShardIterator,
    } = await this.getRecords({
      ShardIterator: shardIterator,
    });

    for (const record of records) {
      const meta = this.generateMeta(record);
      this.$emit(record, meta);
    }

    this._setShardIterator(nextShardIterator);
  },
};

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.
LabelPropTypeDescription
AWSawsappThis component uses the AWS app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
AWS RegionregionstringSelect a value from the drop down menu.
StreamstreamstringSelect a value from the drop down menu.

Trigger Authentication

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

Follow the AWS Instructions for creating an IAM user with an associated access and secret key.

As a best practice, attach the minimum set of IAM permissions necessary to perform the specific task in Pipedream. If your workflow only needs to perform a single API call, you should create a user and associate an IAM group / policy with permission to do only that task. You can create as many linked AWS accounts in Pipedream as you'd like.

Enter your access and secret key below.

About AWS

Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.

Action

Description:Creates a new customer record in Help Scout. [See the documentation](https://developer.helpscout.com/mailbox-api/endpoints/customers/create/)
Version:0.0.1
Key:help_scout-create-customer

Help Scout Overview

The Help Scout API provides programmatic access to customer support functionalities, allowing the automation of ticketing, customer communication, and reporting tasks. With this API, you can read and send messages, manage conversations, work with mailboxes, create and update customers’ information, and generate reports. Utilizing the API on Pipedream, you can automate workflows that respond to events in Help Scout in real-time, integrate customer support data with other business tools, and streamline support operations.

Action Code

import { ConfigurationError } from "@pipedream/platform";
import {
  GENDER_OPTIONS,
  PHOTO_TYPE_OPTIONS,
} from "../../common/constants.mjs";
import {
  cleanObject,
  parseObject,
} from "../../common/utils.mjs";
import helpScout from "../../help_scout.app.mjs";

export default {
  key: "help_scout-create-customer",
  name: "Create Customer",
  description: "Creates a new customer record in Help Scout. [See the documentation](https://developer.helpscout.com/mailbox-api/endpoints/customers/create/)",
  version: "0.0.1",
  type: "action",
  props: {
    helpScout,
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the customer. When defined it must be between 1 and 40 characters.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the customer. When defined it must be between 1 and 40 characters.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The phone number that will be used when creating a new customer.",
      optional: true,
    },
    photoUrl: {
      type: "string",
      label: "Photo URL",
      description: "URL of the customer's photo. Max length 200 characters.",
      optional: true,
    },
    jobTitle: {
      type: "string",
      label: "Job Title",
      description: "Job title. Max length 60 characters.",
      optional: true,
    },
    photoType: {
      type: "string",
      label: "Photo Type",
      description: "The type of photo.",
      options: PHOTO_TYPE_OPTIONS,
      optional: true,
    },
    background: {
      type: "string",
      label: "Background",
      description: "This is the Notes field from the user interface. Max length 200 characters.",
      optional: true,
    },
    location: {
      type: "string",
      label: "Location",
      description: "Location of the customer. Max length 60 characters.",
      optional: true,
    },
    organization: {
      type: "string",
      label: "Organization",
      description: "Organization. Max length 60 characters.",
      optional: true,
    },
    gender: {
      type: "string",
      label: "Gender",
      description: "Gender of this customer.",
      options: GENDER_OPTIONS,
      optional: true,
    },
    age: {
      type: "string",
      label: "Age",
      description: "Customer's age.",
      optional: true,
    },
    emails: {
      type: "string[]",
      label: "Emails",
      description: "List of email entries. **Format: {\"type\":\"home\",\"value\":\"customer@email.com\"}**. see [Create Email](https://developer.helpscout.com/mailbox-api/endpoints/customers/emails/create) for the object documentation.",
      optional: true,
    },
    phones: {
      type: "string[]",
      label: "Phones",
      description: "List of phone entries. **Format: {\"type\":\"work\",\"value\":\"222-333-4444\"}**. see [Create Phone](https://developer.helpscout.com/mailbox-api/endpoints/customers/phones/create) for the object documentation.",
      optional: true,
    },
    chats: {
      type: "string[]",
      label: "Chats",
      description: "List of chat entries. **Format: {\"type\":\"aim\",\"value\":\"jsprout\"}**. see [Create Chat Handle](https://developer.helpscout.com/mailbox-api/endpoints/customers/chat_handles/create) for the object documentation.",
      optional: true,
    },
    socialProfiles: {
      type: "string[]",
      label: "Social Profiles",
      description: "List of social profile entries. **Format: {\"type\":\"googleplus\",\"value\":\"https://api.helpscout.net/+HelpscoutNet\"}**. see [Create Social Profile](https://developer.helpscout.com/mailbox-api/endpoints/customers/social_profiles/create) for the object documentation.",
      optional: true,
    },
    websites: {
      type: "string[]",
      label: "Websites",
      description: "List of websites entries. **Format: {\"value\":\"https://api.helpscout.net/\"}**. see [Create Website](https://developer.helpscout.com/mailbox-api/endpoints/customers/websites/create) for the object documentation.",
      optional: true,
    },
    addressCity: {
      type: "string",
      label: "Address City",
      description: "The city of the customer.",
      optional: true,
    },
    addressState: {
      type: "string",
      label: "Address State",
      description: "The state of the customer.",
      optional: true,
    },
    addressPostalCode: {
      type: "string",
      label: "Address Postal Code",
      description: "The postal code of the customer.",
      optional: true,
    },
    addressCountry: {
      type: "string",
      label: "Address Country",
      description: "The [ISO 3166 Alpha-2 code](https://www.iban.com/country-codes) country of the customer.",
      optional: true,
    },
    addressLines: {
      type: "string[]",
      label: "Address Lines",
      description: "A list of address lines.",
      optional: true,
    },
    properties: {
      type: "string[]",
      label: "Properties",
      description: "List of social profile entries. **Format: {\"type\":\"googleplus\",\"value\":\"https://api.helpscout.net/+HelpscoutNet\"}**. see [Create Social Profile](https://developer.helpscout.com/mailbox-api/endpoints/customers/social_profiles/create) for the object documentation.",
      optional: true,
    },
  },
  async run({ $ }) {
    const address = cleanObject({
      city: this.addressCity,
      state: this.addressState,
      postalCode: this.addressPostalCode,
      country: this.addressCountry,
      lines: parseObject(this.addressLines),
      properties: parseObject(this.properties),
    });

    let data = {};

    data = cleanObject({
      firstName: this.firstName,
      lastName: this.lastName,
      phone: this.phone,
      photoUrl: this.photoUrl,
      jobTitle: this.jobTitle,
      photoType: this.photoType,
      background: this.background,
      location: this.location,
      organization: this.organization,
      gender: this.gender,
      age: this.age,
      emails: parseObject(this.emails),
      phones: parseObject(this.phones),
      chats: parseObject(this.chats),
      socialProfiles: parseObject(this.socialProfiles),
      websites: parseObject(this.websites),
    });

    if (Object.keys(address).length) data.address = address;

    if (!Object.keys(data).length) {
      throw new ConfigurationError("At least one field or customer entry must be defined.");
    }

    try {
      const response = await this.helpScout.createCustomer({
        $,
        data,
      });

      $.export("$summary", "Successfully created the new customer.");
      return response;
    } catch ({ message }) {
      const error = JSON.parse(message)._embedded.errors[0];
      throw new ConfigurationError(`Path: ${error.path} - ${error.message}`);
    }
  },
};

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.

LabelPropTypeDescription
Help ScouthelpScoutappThis component uses the Help Scout app.
First NamefirstNamestring

First name of the customer. When defined it must be between 1 and 40 characters.

Last NamelastNamestring

Last name of the customer. When defined it must be between 1 and 40 characters.

Phonephonestring

The phone number that will be used when creating a new customer.

Photo URLphotoUrlstring

URL of the customer's photo. Max length 200 characters.

Job TitlejobTitlestring

Job title. Max length 60 characters.

Photo TypephotoTypestringSelect a value from the drop down menu:unknowngravatartwitterfacebookgoogleprofilegooglepluslinkedininstagram
Backgroundbackgroundstring

This is the Notes field from the user interface. Max length 200 characters.

Locationlocationstring

Location of the customer. Max length 60 characters.

Organizationorganizationstring

Organization. Max length 60 characters.

GendergenderstringSelect a value from the drop down menu:malefemaleunknown
Ageagestring

Customer's age.

Emailsemailsstring[]

List of email entries. Format: {"type":"home","value":"customer@email.com"}. see Create Email for the object documentation.

Phonesphonesstring[]

List of phone entries. Format: {"type":"work","value":"222-333-4444"}. see Create Phone for the object documentation.

Chatschatsstring[]

List of chat entries. Format: {"type":"aim","value":"jsprout"}. see Create Chat Handle for the object documentation.

Social ProfilessocialProfilesstring[]

List of social profile entries. Format: {"type":"googleplus","value":"https://api.helpscout.net/+HelpscoutNet"}. see Create Social Profile for the object documentation.

Websiteswebsitesstring[]

List of websites entries. Format: {"value":"https://api.helpscout.net/"}. see Create Website for the object documentation.

Address CityaddressCitystring

The city of the customer.

Address StateaddressStatestring

The state of the customer.

Address Postal CodeaddressPostalCodestring

The postal code of the customer.

Address CountryaddressCountrystring

The ISO 3166 Alpha-2 code country of the customer.

Address LinesaddressLinesstring[]

A list of address lines.

Propertiespropertiesstring[]

List of social profile entries. Format: {"type":"googleplus","value":"https://api.helpscout.net/+HelpscoutNet"}. see Create Social Profile for the object documentation.

Action Authentication

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

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

About Help Scout

Simple Customer Service Software and Education

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