Create Person with Agendor 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 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 Events (Instant) trigger
1. Connect your Twilio SendGrid account
2. Select one or more Event Types
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 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 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,