Create or Update Contact and Push to Campaign with Reply.io API on Monthly Schedule from Schedule API

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Trigger workflow on

Monthly Schedule from the Schedule API

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Create or Update Contact and Push to Campaign with the Reply.io API

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Getting Started#

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

Select this integration
Configure the Monthly Schedule trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Create or Update Contact and Push to Campaign action
1. Connect your Reply.io account
2. Select a Campaign
3. Configure Email
4. Configure First Name
5. Optional- Configure Last Name
6. Optional- Configure Company
7. Optional- Configure City
8. Optional- Configure State
9. Optional- Configure Country
10. Optional- Configure Title
11. Optional- Configure Phone
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#

Monthly Schedule on Schedule

Description:Trigger your workflow on one or more days each month at a specific time (with timezone support).

Version:0.0.2

Key:schedule-monthly

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: "Monthly Schedule",
  version: "0.0.2",
  key: "schedule-monthly",
  type: "source",
  description: "Trigger your workflow on one or more days each month at a specific time (with timezone support).",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 10 1 * *",
      },
    },
  },
};

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 or Update Contact and Push to Campaign on Reply.io

Description:Create a new contact, or update if they already exist, and push contact to the selected campaign. [See the docs here](https://apidocs.reply.io/#67afb4b3-4291-4798-9734-ceaa275a90be)

Version:0.0.1

Key:reply_io-create-and-push-to-campaign

View on GitHub

Reply.io Overview#

The Reply.io API on Pipedream allows users to automate their sales engagement and follow-up processes efficiently. Leveraging this API, you can streamline communication by triggering personalized emails, managing contacts, and analyzing the performance of sales campaigns. Using Pipedream's serverless platform, you can create workflows that perform actions in Reply.io in response to events from other apps, schedule tasks, and process data in real-time.

Action Code#

import reply from "../../reply_io.app.mjs";
import {
  pickBy, pick,
} from "lodash-es";

export default {
  key: "reply_io-create-and-push-to-campaign",
  name: "Create or Update Contact and Push to Campaign",
  description: "Create a new contact, or update if they already exist, and push contact to the selected campaign. [See the docs here](https://apidocs.reply.io/#67afb4b3-4291-4798-9734-ceaa275a90be)",
  version: "0.0.1",
  type: "action",
  props: {
    reply,
    campaignId: {
      propDefinition: [
        reply,
        "campaignId",
      ],
    },
    email: {
      propDefinition: [
        reply,
        "email",
      ],
    },
    firstName: {
      propDefinition: [
        reply,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        reply,
        "lastName",
      ],
    },
    company: {
      propDefinition: [
        reply,
        "company",
      ],
    },
    city: {
      propDefinition: [
        reply,
        "city",
      ],
    },
    state: {
      propDefinition: [
        reply,
        "state",
      ],
    },
    country: {
      propDefinition: [
        reply,
        "country",
      ],
    },
    title: {
      propDefinition: [
        reply,
        "title",
      ],
    },
    phone: {
      propDefinition: [
        reply,
        "phone",
      ],
    },
  },
  async run({ $ }) {
    const data = pickBy(pick(this, [
      "campaignId",
      "email",
      "firstName",
      "lastName",
      "company",
      "city",
      "state",
      "country",
      "title",
      "phone",
    ]));
    try {
      await this.reply.createContactAndPushToCampaign({
        data,
        $,
      });
      $.export("$summary", `Successfully pushed contact to campaign with ID ${this.campaignId}`);
    } catch (e) {
      console.log(e.response.data);
    }
    // nothing to return;
  },
};

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
Reply.io	`reply`	`app`	This component uses the Reply.io app.
Campaign	`campaignId`	`string`	Select a value from the drop down menu.
Email	`email`	`string`	The contact's email address
First Name	`firstName`	`string`	The contact's first name
Last Name	`lastName`	`string`	The contact's last name
Company	`company`	`string`	The contact's company
City	`city`	`string`	The contact's city
State	`state`	`string`	The contact's state
Country	`country`	`string`	The contact's country
Title	`title`	`string`	The contact's title
Phone	`phone`	`string`	The contact's phone number

Action Authentication#

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

To retrieve your API key,

Navigate to your Reply.io account and sign in
Go to Settings > API Key

About Reply.io#

Reply is a sales engagement platform that automates email search, LinkedIn outreach, personal emails, SMS and WhatsApp messages, calls, and tasks.

More Ways to Connect Reply.io + Schedule#

Other Popular Integrations#

Create or Update Contact and Push to Campaign with Reply.io API on Daily schedule from Schedule API

Schedule + Reply.io

Create or Update Contact and Push to Campaign with Reply.io API on Monthly Schedule from Schedule API

Pipedream makes it easy to connect APIs for Reply.io, Schedule and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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