Create Expense with Remote API on New Contact from Twilio SendGrid API

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New Contact from the Twilio SendGrid API

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Create Expense with the Remote API

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Getting Started#

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

Select this integration
Configure the New Contact trigger
1. Connect your Twilio SendGrid account
2. Configure timer
Configure the Create Expense action
1. Connect your Remote account
2. Configure Amount
3. Select a Currency
4. Select a Employment ID
5. Select a Expense Category Slug
6. Configure Expense Date
7. Configure Receipt Content File Path
8. Configure Receipt File Name
9. Configure Reviewed At
10. Optional- Configure Tax Amount
11. Optional- Configure Timezone
12. Configure Title
13. Configure syncDir
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 Contact on Twilio SendGrid

Description:Emit new event when a new contact is created

Version:0.0.8

Key:sendgrid-new-contact

View on GitHub

Twilio SendGrid Overview#

The Twilio SendGrid API opens up a world of possibilities for email automation, enabling you to send emails efficiently and track their performance. With this API, you can programmatically create and send personalized email campaigns, manage contacts, and parse inbound emails for data extraction. When you harness the power of Pipedream, you can connect SendGrid to 3,000+ other apps to automate workflows, such as triggering email notifications based on specific actions, syncing email stats with your analytics, or handling incoming emails to create tasks or tickets.

Trigger Code#

import orderBy from "lodash/orderBy.js";
import common from "../common/timer-based.mjs";

export default {
  ...common,
  key: "sendgrid-new-contact",
  name: "New Contact",
  description: "Emit new event when a new contact is created",
  version: "0.0.8",
  type: "source",
  dedupe: "unique",
  hooks: {
    async activate() {
      const currentTimestamp = Date.now();
      const state = {
        processedItems: [],
        lowerTimestamp: currentTimestamp,
        upperTimestamp: currentTimestamp,
      };
      this.db.set("state", state);
    },
  },
  methods: {
    ...common.methods,
    _maxDelayTime() {
      // There is no report from SendGrid as to how much time it takes
      // for a contact to be created and appear in search results, so
      // we're using a rough estimate of 30 minutes here.
      return 30 * 60 * 1000;  // 30 minutes, in milliseconds
    },
    _addDelayOffset(timestamp) {
      return timestamp - this._maxDelayTime();
    },
    _cleanupOldProcessedItems(processedItems, currentTimestamp) {
      return processedItems
        .map((item) => ({
          // We just need to keep track of the record ID and
          // its creation date.
          id: item.id,
          created_at: item.created_at,
        }))
        .filter((item) => {
          const { created_at: createdAt } = item;
          const createdAtTimestamp = Date.parse(createdAt);
          const cutoffTimestamp = this._addDelayOffset(currentTimestamp);
          return createdAtTimestamp > cutoffTimestamp;
        });
    },
    _makeSearchQuery(processedItems, lowerTimestamp, upperTimestamp) {
      const idList = processedItems
        .map((item) => item.id)
        .map((id) => `'${id}'`)
        .join(", ")
      || "''";
      const startTimestamp = this._addDelayOffset(lowerTimestamp);
      const startDate = this.toISOString(startTimestamp);
      const endDate = this.toISOString(upperTimestamp);
      return `
        contact_id NOT IN (${idList}) AND
        created_at BETWEEN
          TIMESTAMP '${startDate}' AND
          TIMESTAMP '${endDate}'
      `;
    },
    generateMeta(data) {
      const {
        item,
        eventTimestamp: ts,
      } = data;
      const {
        id,
        email,
      } = item;
      const slugifiedEmail = this.slugifyEmail(email);
      const summary = `New contact: ${slugifiedEmail}`;
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(event) {
      // Transform the timer timestamp to milliseconds
      // to be consistent with how Javascript handles timestamps.
      const eventTimestamp = event.timestamp * 1000;

      // Retrieve the current state of the component.
      const {
        processedItems,
        lowerTimestamp,
        upperTimestamp,
      } = this.db.get("state");

      // Search for contacts within a specific timeframe, excluding
      // items that have already been processed.
      const query = this._makeSearchQuery(processedItems, lowerTimestamp, upperTimestamp);
      const {
        result: items,
        contact_count: contactCount,
      } = await this.sendgrid.searchContacts(query);

      // If no contacts have been retrieved via the API,
      // move the time window forward to possibly capture newer contacts.
      if (contactCount === 0) {
        const newState = {
          processedItems: this._cleanupOldProcessedItems(processedItems, lowerTimestamp),
          lowerTimestamp: upperTimestamp,
          upperTimestamp: eventTimestamp,
        };
        this.db.set("state", newState);
        return;
      }

      // We process the searched records from oldest to newest.
      const itemsToProcess = orderBy(items, "created_at");
      itemsToProcess
        .forEach((item) => {
          const meta = this.generateMeta({
            item,
            eventTimestamp,
          });
          this.$emit(item, meta);
        });

      // Use the timestamp of the last processed record as a lower bound for
      // following searches. This bound will be subjected to an offset so in
      // case older records appear in future search results, but have not
      // appeared until now, can be processed. We only adjust it if it means
      // moving forward, not backwards. Otherwise, we might start retrieving
      // older and older records indefinitely (and we're all about *new*
      // records!)
      const newLowerTimestamp = Math.max(
        lowerTimestamp,
        Date.parse(itemsToProcess[0].created_at),
      );

      // If the total contact count is less than 100, it means that during the
      // next iteration the search results count will most likely be less than
      // 50. In that case, if we extend the upper bound of the search time range
      // we might be able to retrieve more records.
      const newUpperTimestamp = contactCount < 100
        ? eventTimestamp
        : upperTimestamp;

      // The list of processed items can grow indefinitely.
      // Since we don't want to keep track of every processed record
      // ever, we need to clean up this list, removing any records
      // that are no longer relevant.
      const newProcessedItems = this._cleanupOldProcessedItems(
        [
          ...processedItems,
          ...itemsToProcess,
        ],
        newLowerTimestamp,
      );

      // Update the state of the component to reflect the computations
      // made above.
      const newState = {
        processedItems: newProcessedItems,
        lowerTimestamp: newLowerTimestamp,
        upperTimestamp: newUpperTimestamp,
      };
      this.db.set("state", newState);
    },
  },
};

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
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Twilio SendGrid	`sendgrid`	`app`	This component uses the Twilio SendGrid app.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

About Twilio SendGrid#

Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.

Action#

Create Expense on Remote

Description:Create an expense in Remote. [See the documentation](https://developer.remote.com/reference/post_create_expense)

Version:0.0.1

Key:remote-create-expense

View on GitHub

Remote Overview#

The Remote API on Pipedream allows you to automate tasks related to global payroll, benefits, taxes, and compliance for a remote team. By integrating the Remote API with Pipedream’s serverless platform, you can create workflows that react to events within Remote, or from other sources. Automate employee onboarding, offboarding, and data sync between Remote and your HR systems. Effectively, you can connect Remote to 3,000+ other apps to streamline HR processes, gather insights, and maintain up-to-date records across all your platforms.

Action Code#

import { getFileStreamAndMetadata } from "@pipedream/platform";
import remote from "../../remote.app.mjs";

export default {
  key: "remote-create-expense",
  name: "Create Expense",
  description: "Create an expense in Remote. [See the documentation](https://developer.remote.com/reference/post_create_expense)",
  version: "0.0.1",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    remote,
    amount: {
      type: "integer",
      label: "Amount",
      description: "The amount of the expense",
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "The currency of the expense",
      options: [
        "USD",
        "EUR",
        "CAD",
      ],
    },
    employmentId: {
      propDefinition: [
        remote,
        "employmentId",
      ],
    },
    expenseCategorySlug: {
      propDefinition: [
        remote,
        "expenseCategorySlug",
        ({ employmentId }) => ({
          employmentId,
        }),
      ],
    },
    expenseDate: {
      type: "string",
      label: "Expense Date",
      description: "Date of the purchase, which must be in the past. **Format: YYYY-MM-DD**",
    },
    receiptContentFilePath: {
      type: "string",
      label: "Receipt Content File Path",
      description: "The file of the receipt. Provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.pdf`)",
    },
    receiptFileName: {
      type: "string",
      label: "Receipt File Name",
      description: "The file name",
    },
    reviewedAt: {
      type: "string",
      label: "Reviewed At",
      description: "The date and time that the expense was reviewed in ISO8601 format. If not provided, it defaults to the current datetime. **Format: YYYY-MM-DDTHH:MM:SS**",
    },
    taxAmount: {
      type: "integer",
      label: "Tax Amount",
      description: "The tax amount of the expense",
      optional: true,
    },
    timezone: {
      type: "string",
      label: "Timezone",
      description: "The timezone of the expense. [TZ identifier](https://www.iana.org/time-zones)",
      optional: true,
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the expense",
    },
    syncDir: {
      type: "dir",
      accessMode: "read",
      sync: true,
    },
  },
  methods: {
    async streamToBase64(stream) {
      return new Promise((resolve, reject) => {
        const chunks = [];

        stream.on("data", (chunk) => {
          chunks.push(chunk);
        });

        stream.on("end", () => {
          const buffer = Buffer.concat(chunks);
          resolve(buffer.toString("base64"));
        });

        stream.on("error", (err) => {
          reject(err);
        });
      });
    },
  },
  async run({ $ }) {
    const {
      stream, metadata,
    } = await getFileStreamAndMetadata(this.receiptContentFilePath);
    const base64String = await this.streamToBase64(stream);

    const response = await this.remote.createExpense({
      $,
      data: {
        amount: this.amount,
        currency: this.currency,
        employment_id: this.employmentId,
        expense_date: this.expenseDate,
        title: this.title,
        receipt: {
          content: `data:${metadata.contentType};base64,${base64String}`,
          name: this.receiptFileName,
        },
        expense_category_slug: this.expenseCategorySlug,
        reviewed_at: this.reviewedAt,
        tax_amount: this.taxAmount,
        timezone: this.timezone,
      },
    });

    $.export("$summary", `Successfully created expense with ID: ${response?.data?.expense?.id}`);
    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
Remote	`remote`	`app`	This component uses the Remote app.
Amount	`amount`	`integer`	The amount of the expense
Currency	`currency`	`string`	Select a value from the drop down menu:`USDEURCAD`
Employment ID	`employmentId`	`string`	Select a value from the drop down menu.
Expense Category Slug	`expenseCategorySlug`	`string`	Select a value from the drop down menu.
Expense Date	`expenseDate`	`string`	Date of the purchase, which must be in the past. Format: YYYY-MM-DD
Receipt Content File Path	`receiptContentFilePath`	`string`	The file of the receipt. Provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.pdf`)
Receipt File Name	`receiptFileName`	`string`	The file name
Reviewed At	`reviewedAt`	`string`	The date and time that the expense was reviewed in ISO8601 format. If not provided, it defaults to the current datetime. Format: YYYY-MM-DDTHH:MM:SS
Tax Amount	`taxAmount`	`integer`	The tax amount of the expense
Timezone	`timezone`	`string`	The timezone of the expense. TZ identifier
Title	`title`	`string`	The title of the expense
syncDir	`syncDir`	`dir`

Create Expense with Remote API on New Contact from Twilio SendGrid API

Pipedream makes it easy to connect APIs for Remote, Twilio SendGrid and 3,000+ other apps remarkably fast.

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

Developers ♥ Pipedream

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