Create or Update Contact with Dex API on New Contact from Twilio SendGrid API

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New Contact from the Twilio SendGrid API

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Create or Update Contact with the Dex API

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Getting Started#

This integration creates a workflow with a Twilio SendGrid trigger and Dex 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 or Update Contact action
1. Connect your Dex account
2. Configure Email
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Phone Number
6. Optional- Configure Job Title
7. Optional- Configure Description
8. Optional- Configure Education
9. Optional- Configure Image URL
10. Optional- Configure LinkedIn
11. Optional- Configure Twitter
12. Optional- Configure Instagram
13. Optional- Configure Telegram
14. Optional- Configure Birthday Year
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:0.0.7

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 hundreds of 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: "0.0.7",
  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 or Update Contact on Dex

Description:Adds a new contact or updates an existing one if the email address already exists in the Dex system. [See the documentation](https://guide.getdex.com/dex-user-api/post-contact)

Version:0.0.1

Key:dex-create-update-contact

View on GitHub

Dex Overview#

The Dex API offers a path to streamline and automate your relationship management by allowing you to sync, update, and interact with your personal Dex CRM data programmatically. On Pipedream, you can leverage this API to create powerful automations that keep your network vibrant and your connections strong, without manual effort. By integrating Dex with other apps on Pipedream, you can tailor workflows that sync contact info, set reminders for follow-ups, or trigger personalized communications based on various criteria.

Action Code#

import dex from "../../dex.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "dex-create-update-contact",
  name: "Create or Update Contact",
  description: "Adds a new contact or updates an existing one if the email address already exists in the Dex system. [See the documentation](https://guide.getdex.com/dex-user-api/post-contact)",
  version: "0.0.1",
  type: "action",
  props: {
    dex,
    email: {
      type: "string",
      label: "Email",
      description: "The email of the contact",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the contact",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the contact",
      optional: true,
    },
    phoneNumber: {
      type: "string",
      label: "Phone Number",
      description: "The phone number of the contact",
      optional: true,
    },
    jobTitle: {
      type: "string",
      label: "Job Title",
      description: "Job title of the contact",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "Description of the contact",
      optional: true,
    },
    education: {
      type: "string",
      label: "Education",
      description: "Education of the contact",
      optional: true,
    },
    imageUrl: {
      type: "string",
      label: "Image URL",
      description: "Image URL of the contact",
      optional: true,
    },
    linkedin: {
      type: "string",
      label: "LinkedIn",
      description: "LinkedIn URL of the contact",
      optional: true,
    },
    twitter: {
      type: "string",
      label: "Twitter",
      description: "Twitter URL of the contact",
      optional: true,
    },
    instagram: {
      type: "string",
      label: "Instagram",
      description: "Instagram URL of the contact",
      optional: true,
    },
    telegram: {
      type: "string",
      label: "Telegram",
      description: "Telegram URL of the contact",
      optional: true,
    },
    birthdayYear: {
      type: "string",
      label: "Birthday Year",
      description: "Birthday year of the contact",
      optional: true,
    },
  },
  async run({ $ }) {
    const { search_contacts_by_exact_email: match } = await this.dex.getContact({
      $,
      params: {
        email: this.email,
      },
    });
    const data = utils.cleanObject({
      first_name: this.firstName,
      last_name: this.lastName,
      job_title: this.jobTitle,
      description: this.description,
      education: this.education,
      image_url: this.imageUrl,
      linkedin: this.linkedin,
      twitter: this.twitter,
      instagram: this.instagram,
      telegram: this.telegram,
      birthday_year: this.birthdayYear,
    });
    let response;
    if (match?.length) {
      const contact = match[0];
      response = await this.dex.updateContact({
        $,
        contactId: contact.id,
        data: utils.cleanObject({
          contactId: contact.id,
          changes: data,
          update_contact_phone_numbers: this.phoneNumber
            ? true
            : undefined,
          contact_phone_numbers: this.phoneNumber
            ? [
              {
                contact_id: contact.id,
                phone_number: this.phoneNumber,
              },
            ]
            : undefined,
        }),
      });
    } else {
      response = await this.dex.createContact({
        $,
        data: {
          contact: utils.cleanObject({
            ...data,
            contact_emails: {
              data: {
                email: this.email,
              },
            },
            contact_phone_numbers: this.phoneNumber
              ? {
                data: {
                  phone_number: this.phoneNumber,
                },
              }
              : undefined,
          }),
        },
      });
    }

    $.export("$summary", `Successfully ${match?.length
      ? "updated"
      : "created"} contact ${this.email}`);
    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
Dex	`dex`	`app`	This component uses the Dex app.
Email	`email`	`string`	The email of the contact
First Name	`firstName`	`string`	The first name of the contact
Last Name	`lastName`	`string`	The last name of the contact
Phone Number	`phoneNumber`	`string`	The phone number of the contact
Job Title	`jobTitle`	`string`	Job title of the contact
Description	`description`	`string`	Description of the contact
Education	`education`	`string`	Education of the contact
Image URL	`imageUrl`	`string`	Image URL of the contact
LinkedIn	`linkedin`	`string`	LinkedIn URL of the contact
Twitter	`twitter`	`string`	Twitter URL of the contact
Instagram	`instagram`	`string`	Instagram URL of the contact
Telegram	`telegram`	`string`	Telegram URL of the contact
Birthday Year	`birthdayYear`	`string`	Birthday year of the contact