Create or Update a Person with Ortto API on New Customer Event (Instant) from WooCommerce API

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New Customer Event (Instant) from the WooCommerce API

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Create or Update a Person with the Ortto API

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Getting Started#

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

Select this integration
Configure the New Customer Event (Instant) trigger
1. Connect your WooCommerce account
2. Select one or more Event topics
Configure the Create or Update a Person action
1. Connect your Ortto account
2. Optional- Configure First Name
3. Optional- Configure Last Name
4. Configure Phone
5. Configure Email
6. Optional- Configure City
7. Optional- Configure Country
8. Optional- Configure Region
9. Optional- Configure Birthday
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 Customer Event (Instant) on WooCommerce

Description:Emit new event each time the specified customer event(s) occur

Version:0.0.3

Key:woocommerce-new-customer-event

View on GitHub

WooCommerce Overview#

WooCommerce is a customizable, open-source eCommerce platform built on WordPress. With the WooCommerce API, you can tap into the heart of your eCommerce store to read, create, update, and delete products, orders, and customers. On Pipedream, you can harness this API to automate routine tasks, sync data across platforms, and enhance customer experiences. By connecting WooCommerce to a wide array of apps and services, you can streamline operations, trigger personalized marketing, and analyze your sales data with greater ease.

Trigger Code#

import common from "../common/base.mjs";

export default {
  ...common,
  key: "woocommerce-new-customer-event",
  name: "New Customer Event (Instant)",
  description: "Emit new event each time the specified customer event(s) occur",
  version: "0.0.3",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getSampleEvents({ perPage }) {
      return this.woocommerce.listCustomers({
        per_page: perPage,
        orderby: "registered_date",
      });
    },
    getTopic(topicType) {
      return `customer.${topicType}`;
    },
    generateMeta(eventType, {
      id, username, date_modified: dateModified,
    }) {
      const ts = Date.parse(dateModified);
      return {
        id: `${id}${ts}`,
        summary: `Customer "${username || id}" ${eventType}`,
        ts,
      };
    },
  },
};

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
WooCommerce	`woocommerce`	`app`	This component uses the WooCommerce 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.
Event topics	`topics`	`string[]`	Select a value from the drop down menu:`createdupdateddeleted`

Trigger Authentication#

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

Find your API key at WooCommerce > Settings > Advanced > REST API. See the WooCommerce docs for more info. Enter the Key and Secret below.

About WooCommerce#

WooCommerce is the open-source ecommerce platform for WordPress.

Action#

Create or Update a Person on Ortto

Description:Create or update a preexisting person in the Ortto account. [See the documentation](https://help.ortto.com/a-250-api-reference)

Version:0.0.1

Key:ortto-create-person

View on GitHub

Ortto Overview#

The Ortto API unleashes the power to streamline customer relationship management by automating personalized customer journeys, tracking user actions, and integrating with a variety of services to enhance marketing and sales strategies. With Ortto on Pipedream, you can create intricate workflows that respond dynamically to customer interactions, update CRM records, send targeted communications, and much more, building a rich, automated system that nurtures leads and cultivates customer loyalty.

Action Code#

import { clearObj } from "../../common/utils.mjs";
import ortto from "../../ortto.app.mjs";

export default {
  key: "ortto-create-person",
  name: "Create or Update a Person",
  description: "Create or update a preexisting person in the Ortto account. [See the documentation](https://help.ortto.com/a-250-api-reference)",
  version: "0.0.1",
  type: "action",
  props: {
    ortto,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The person's first name.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The person's last name.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The person's phone number.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The person's email address.",
    },
    city: {
      type: "string",
      label: "City",
      description: "The person's address city.",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "The person's address country.",
      optional: true,
    },
    region: {
      type: "string",
      label: "Region",
      description: "The person's address region.",
      optional: true,
    },
    birthday: {
      type: "string",
      label: "Birthday",
      description: "The person's birth date.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      ortto,
      ...props
    } = this;

    const birthday = {};
    if (props.birthday) {
      const date = new Date(props.birthday);
      birthday.day = date.getDate();
      birthday.month = date.getMonth() + 1;
      birthday.year = date.getFullYear();
    }

    const response = await ortto.createPerson({
      data: {
        people: [
          {
            fields: clearObj({
              "str::first": props.firstName,
              "str::last": props.lastName,
              "phn::phone": {
                "phone": props.phone,
                "parse_with_country_code": true,
              },
              "str::email": props.email,
              "geo::city": {
                name: props.city,
              },
              "geo::country": {
                name: props.country,
              },
              "geo::region": {
                name: props.region,
              },
              "dtz::b": birthday,
            }),
          },
        ],
        async: false,
        merge_by: [
          "str::email",
        ],
        find_strategy: 0,
      },
    });
    $.export("$summary", "Person successfully initialized or updated!");
    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
Ortto	`ortto`	`app`	This component uses the Ortto app.
First Name	`firstName`	`string`	The person's first name.
Last Name	`lastName`	`string`	The person's last name.
Phone	`phone`	`string`	The person's phone number.
Email	`email`	`string`	The person's email address.
City	`city`	`string`	The person's address city.
Country	`country`	`string`	The person's address country.
Region	`region`	`string`	The person's address region.
Birthday	`birthday`	`string`	The person's birth date.

Action Authentication#

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

To create your API key,

Navigate to your Ortto account and sign in
On the lefthand sidebar, click "CDP" > "Data sources" > "New data source" > "Custom API"
Copy your Private API Key below.

Create or Update a Person with Ortto API on New Customer Event (Instant) from WooCommerce API

Pipedream makes it easy to connect APIs for Ortto , WooCommerce 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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