Create Customer with Retently API on Custom Interval from Schedule API

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Trigger workflow on

Custom Interval from the Schedule API

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Create Customer with the Retently API

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Getting Started#

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

Select this integration
Configure the Custom Interval trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Create Customer action
1. Connect your Retently account
2. Configure Email
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Company
6. Optional- Configure Tags
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#

Custom Interval on Schedule

Description:Trigger your workflow every N hours, minutes or seconds.

Version:0.0.2

Key:schedule-custom-interval

View on GitHub

Schedule Overview#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code#

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

export default {
  name: "Custom Interval",
  version: "0.0.2",
  key: "schedule-custom-interval",
  type: "source",
  description: "Trigger your workflow every N hours, minutes or seconds.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
    },
  },
};

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
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.interface.timer`	Enter a cron expression

Trigger Authentication#

The Schedule API does not require authentication.

About Schedule#

Trigger workflows on an interval or cron schedule.

Action#

Create Customer on Retently

Description:Creates a new customer. [See the documentation](https://www.retently.com/api/#api-create-or-update-customers-post)

Version:0.0.1

Key:retently-create-customer

View on GitHub

Retently Overview#

The Retently API offers a robust set of features for gathering and leveraging customer feedback. With it, you can automate the collection of NPS scores, follow up on customer surveys, and integrate customer sentiment data into other business tools. Pipedream makes these interactions smooth by triggering workflows from Retently events or sending data back to Retently, enabling you to synchronize your customer feedback with the rest of your tech stack effortlessly.

Action Code#

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

export default {
  key: "retently-create-customer",
  name: "Create Customer",
  description: "Creates a new customer. [See the documentation](https://www.retently.com/api/#api-create-or-update-customers-post)",
  version: "0.0.1",
  type: "action",
  props: {
    retently,
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the new customer",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the new customer",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the new customer",
      optional: true,
    },
    company: {
      type: "string",
      label: "Company",
      description: "Company of the new customer",
      optional: true,
    },
    tags: {
      propDefinition: [
        retently,
        "tags",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const { data } = await this.retently.createCustomer({
      data: {
        subscribers: [
          {
            email: this.email,
            first_name: this.firstName,
            last_name: this.lastName,
            company: this.company,
            tags: this.tags,
          },
        ],
      },
      $,
    });

    if (data[this.email].status === "failed" && data[this.email].reason === "exists") {
      throw new Error("Email address already exists.");
    }

    if (data[this.email].id) {
      $.export("$summary", `Successfully created customer with ID ${data[this.email].id}.`);
    }

    return data;
  },
};

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
Retently	`retently`	`app`	This component uses the Retently app.
Email	`email`	`string`	Email address of the new customer
First Name	`firstName`	`string`	First name of the new customer
Last Name	`lastName`	`string`	Last name of the new customer
Company	`company`	`string`	Company of the new customer
Tags	`tags`	`string[]`	Tags to add to the new customer