Create Person with Agendor API on New Contact from Twilio SendGrid API

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New Contact from the Twilio SendGrid API

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Create Person with the Agendor API

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Getting Started#

This integration creates a workflow with a Twilio SendGrid trigger and Agendor 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 Person action
1. Connect your Agendor account
2. Configure Name
3. Optional- Configure Legal Document Number (CPF)
4. Optional- Select a Organization ID
5. Optional- Configure Role
6. Optional- Select a Ranking
7. Optional- Configure Description
8. Optional- Configure Birthday
9. Optional- Select a Owner User
10. Optional- Configure Contact
11. Optional- Configure Address
12. Optional- Select a Lead Origin
13. Optional- Select a Category
14. Optional- Select one or more Products
15. Optional- Select a Allowed Users
16. Optional- Configure Allow to All Users
17. Optional- Configure Custom Fields
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:0.0.6

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: "0.0.6",
  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 Person on Agendor

Description:Create Person [See the documentation](https://api.agendor.com.br/docs/#operation/Create%20person).

Version:0.0.1

Key:agendor-create-person

View on GitHub

Agendor Overview#

The Agendor API allows for seamless integration with a CRM platform, enabling automation of sales processes, data synchronization, and enhanced analytics. By leveraging the Agendor API on Pipedream, you can orchestrate workflows that react to events in Agendor, manipulate and analyze sales data, and bridge your sales processes with other tools like email marketing services, customer support platforms, and cloud storage solutions.

Action Code#

import app from "../../agendor.app.mjs";

export default {
  name: "Create Person",
  description: "Create Person [See the documentation](https://api.agendor.com.br/docs/#operation/Create%20person).",
  key: "agendor-create-person",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    name: {
      type: "string",
      label: "Name",
      description: "Name of this person.",
    },
    cpf: {
      type: "string",
      label: "Legal Document Number (CPF)",
      description: "Legal document number (CPF)",
      optional: true,
    },
    organizationId: {
      propDefinition: [
        app,
        "organizationId",
      ],
      optional: true,
    },
    role: {
      type: "string",
      label: "Role",
      description: "Person's role in their organization",
      optional: true,
    },
    ranking: {
      propDefinition: [
        app,
        "ranking",
      ],
    },
    description: {
      propDefinition: [
        app,
        "description",
      ],
      description: "Your description of this person.",
    },
    birthday: {
      type: "string",
      label: "Birthday",
      description: "Person's birthday with or without year (`YYYY-MM-DD` or `MM-DD`).",
      optional: true,
    },
    ownerUser: {
      propDefinition: [
        app,
        "userId",
      ],
      description: "User ID or email of the owner of this person.",
    },
    contact: {
      propDefinition: [
        app,
        "contact",
      ],
    },
    address: {
      propDefinition: [
        app,
        "address",
      ],
    },
    leadOrigin: {
      propDefinition: [
        app,
        "leadOrigin",
      ],
    },
    category: {
      propDefinition: [
        app,
        "category",
      ],
    },
    products: {
      propDefinition: [
        app,
        "product",
      ],
      type: "string[]",
      label: "Products",
    },
    allowedUsers: {
      propDefinition: [
        app,
        "userId",
      ],
      label: "Allowed Users",
      description: "Array of IDs of users that should be able to see this person.",
    },
    allowToAllUsers: {
      propDefinition: [
        app,
        "allowToAllUsers",
      ],
      description: "Set true if this person should be visible to all users.",
    },
    customFields: {
      propDefinition: [
        app,
        "customFields",
      ],
    },
  },
  async run({ $ }) {
    const {
      app,
      ...data
    } = this;
    const person = await app.createPerson(data);
    $.export("summary", `Person successfully created with id "${person.data.id}".`);
    return person;
  },
};

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
Agendor	`app`	`app`	This component uses the Agendor app.
Name	`name`	`string`	Name of this person.
Legal Document Number (CPF)	`cpf`	`string`	Legal document number (CPF)
Organization ID	`organizationId`	`string`	Select a value from the drop down menu.
Role	`role`	`string`	Person's role in their organization
Ranking	`ranking`	`string`	Select a value from the drop down menu:`012345`
Description	`description`	`string`	Your description of this person.
Birthday	`birthday`	`string`	Person's birthday with or without year (`YYYY-MM-DD` or `MM-DD`).
Owner User	`ownerUser`	`string`	Select a value from the drop down menu.
Contact	`contact`	`object`	Contact object can have the following properties: `email, work, mobile, fax, whatsapp, facbeook, twitter, instagram, linked_in, skype`. Please check the documentation in the description for more information.
Address	`address`	`object`	Address Object can have the following properties: `postal_code, country, district, state, street_name, street_number, additional_info, city`. Please check the documentation in the description for more information.
Lead Origin	`leadOrigin`	`string`	Select a value from the drop down menu.
Category	`category`	`string`	Select a value from the drop down menu.
Products	`products`	`string[]`	Select a value from the drop down menu.
Allowed Users	`allowedUsers`	`string`	Select a value from the drop down menu.
Allow to All Users	`allowToAllUsers`	`boolean`	Set true if this person should be visible to all users.
Custom Fields	`customFields`	`object`	Custom fields information.

Action Authentication#

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

To retrieve your API Token,