Create or Update Person with Copper API on New Events (Instant) from Twilio SendGrid API

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New Events (Instant) from the Twilio SendGrid API

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Create or Update Person with the Copper API

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Getting Started#

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

Select this integration
Configure the New Events (Instant) trigger
1. Connect your Twilio SendGrid account
2. Select one or more Event Types
Configure the Create or Update Person action
1. Connect your Copper account
2. Configure Email
3. Optional- Configure Name
4. Optional- Configure Street Address
5. Optional- Configure City
6. Optional- Configure State
7. Optional- Configure Postal Code
8. Optional- Configure Country
9. 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#

New Events (Instant) on Twilio SendGrid

Description:Emit new event when any of the specified SendGrid events is received

Version:0.0.5

Key:sendgrid-events

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 common from "../common/http-based.mjs";
import deliveryEventTypes from "./delivery-event-types.mjs";
import engagementEventTypes from "./engagement-event-types.mjs";

export default {
  ...common,
  key: "sendgrid-events",
  name: "New Events (Instant)",
  description: "Emit new event when any of the specified SendGrid events is received",
  version: "0.0.5",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    eventTypes: {
      type: "string[]",
      label: "Event Types",
      description: "The type of events to listen to",
      options(context) {
        const { page } = context;
        if (page !== 0) {
          return {
            options: [],
          };
        }

        const options = [
          ...deliveryEventTypes,
          ...engagementEventTypes,
        ];
        return {
          options,
        };
      },
    },
  },
  methods: {
    ...common.methods,
    baseWebhookSettings() {
      // The list of events that a webhook can listen to. This method returns an
      // exhaustive list of all such flags disabled, and each event source can
      // then override the flags that are relevant to the event they handle.
      //
      // See the docs for more information:
      // https://sendgrid.com/docs/api-reference/
      const eventTypesData = [
        ...deliveryEventTypes,
        ...engagementEventTypes,
      ];
      return eventTypesData.reduce((accum, eventTypeData) => ({
        ...accum,
        [eventTypeData.value]: false,
      }), {});
    },
    webhookEventFlags() {
      return this.eventTypes.reduce((accum, eventType) => ({
        ...accum,
        [eventType]: true,
      }), {});
    },
    generateMeta(data) {
      const {
        event: eventType,
        sg_event_id: id,
        timestamp: ts,
      } = data;
      const summary = `New event: ${eventType}`;
      return {
        id,
        summary,
        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
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.
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 Types	`eventTypes`	`string[]`	Select a value from the drop down menu.

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 Person on Copper

Description:Creates a new person or updates an existing one based on email address. [See the documentation](https://developer.copper.com/people/create-a-new-person.html)

Version:0.0.1

Key:copper-create-update-person

View on GitHub

Copper Overview#

Copper CRM's API unlocks the potential to streamline customer relationship management through automation and integration. On Pipedream, this means you can leverage event-driven workflows to sync contacts, manage deals, and automate tasks. Think of it as connecting Copper's insights directly to other apps or databases, triggering events in real-time based on CRM updates or capturing fresh leads instantaneously.

Action Code#

import copper from "../../copper.app.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  key: "copper-create-update-person",
  name: "Create or Update Person",
  description: "Creates a new person or updates an existing one based on email address. [See the documentation](https://developer.copper.com/people/create-a-new-person.html)",
  version: "0.0.1",
  type: "action",
  props: {
    copper,
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the person. If email already exists, the person will be updated",
    },
    name: {
      type: "string",
      label: "Name",
      description: "Name of the contact. Required if creating a new person.",
      optional: true,
    },
    streetAddress: {
      type: "string",
      label: "Street Address",
      description: "Street address of the person",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City address of the person",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State address of the person",
      optional: true,
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "Postal code of the person",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "Country of the person",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the person",
      optional: true,
    },
  },
  async run({ $ }) {
    let response;
    const hasAddress = this.streetAddress
      || this.city
      || this.state
      || this.postalCode
      || this.country;
    const data = {
      emails: [
        {
          email: this.email,
          category: "work",
        },
      ],
      name: this.name,
      address: hasAddress && {
        street: this.streetAddress,
        city: this.city,
        state: this.state,
        postal_code: this.postalCode,
        country: this.country,
      },
      phone_numbers: this.phone && [
        {
          number: this.phone,
          category: "work",
        },
      ],
    };

    // search for the person
    const person = await this.copper.listObjects({
      $,
      objectType: "people",
      data: {
        emails: [
          this.email,
        ],
      },
    });

    if (!person?.length && !this.name) {
      throw new ConfigurationError(`Person with email ${this.email} not found. Name is required for creating a new person.`);
    }

    // create person if not found
    if (!person?.length) {
      response = await this.copper.createPerson({
        $,
        data,
      });
    }
    // update person if found
    else {
      response = await this.copper.updatePerson({
        $,
        personId: person[0].id,
        data,
      });
    }

    $.export("$summary", `Successfully ${person?.length
      ? "updated"
      : "created"} person with ID: ${response.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
Copper	`copper`	`app`	This component uses the Copper app.
Email	`email`	`string`	Email address of the person. If email already exists, the person will be updated
Name	`name`	`string`	Name of the contact. Required if creating a new person.
Street Address	`streetAddress`	`string`	Street address of the person
City	`city`	`string`	City address of the person
State	`state`	`string`	State address of the person
Postal Code	`postalCode`	`string`	Postal code of the person
Country	`country`	`string`	Country of the person
Phone	`phone`	`string`	Phone number of the person

Create or Update Person with Copper API on New Events (Instant) from Twilio SendGrid API

Pipedream makes it easy to connect APIs for Copper, Twilio SendGrid 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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