Create Task with Firmao API on New Contact from Twilio SendGrid API

Pipedream makes it easy to connect APIs for Firmao, Twilio SendGrid and 2,400+ other apps remarkably fast.

Trigger workflow on

New Contact from the Twilio SendGrid API

Next, do this

Create Task with the Firmao API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Twilio SendGrid trigger and Firmao 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 Task action
1. Connect your Firmao account
2. Configure Name
3. Optional- Select a Priority
4. Optional- Select one or more Responsible Users
5. Optional- Configure Estimated Hours
6. Optional- Configure Description
7. Optional- Configure Planned Start Date
8. Optional- Configure Planned End Date
9. Optional- Configure Order Calculate From Gross
10. Optional- Configure Order VAT Percent
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 Task on Firmao

Description:Create a new task for the organization. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)

Version:0.0.1

Key:firmao-create-task

View on GitHub

Firmao Overview#

The Firmao API allows for the integration of Firmao's CRM and ERP features into Pipedream's serverless platform, enabling the automation of tasks such as managing contacts, projects, tasks, invoices, and timesheets. By leveraging Pipedream's capabilities, users can create custom workflows that respond to events in Firmao, or orchestrate actions between Firmao and other apps to streamline business processes.

Action Code#

import app from "../../firmao.app.mjs";
import constants from "../common/constants.mjs";

export default {
  key: "firmao-create-task",
  name: "Create Task",
  description: "Create a new task for the organization. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    name: {
      type: "string",
      label: "Name",
      description: "Name of the task",
    },
    priority: {
      type: "string",
      label: "Priority",
      description: "Priority of the task",
      options: constants.TASK_PRIORITY_OPTS,
      optional: true,
    },
    responsibleUsers: {
      propDefinition: [
        app,
        "responsibleUsers",
      ],
      optional: true,
    },
    estimatedHours: {
      type: "integer",
      label: "Estimated Hours",
      description: "Estimated hours to complete the task",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "Description of the task",
      optional: true,
    },
    plannedStartDate: {
      type: "string",
      label: "Planned Start Date",
      description: "Planned start date of the task. e.g `2012-07-17T00:00:00+02:00`",
      optional: true,
    },
    plannedEndDate: {
      type: "string",
      label: "Planned End Date",
      description: "Planned end date of the task. e.g `2012-07-17T00:00:00+02:00`",
      optional: true,
    },
    orderCalculateFromGross: {
      type: "boolean",
      label: "Order Calculate From Gross",
      description: "Flag to indicate if order calculation is from gross",
      optional: true,
    },
    orderVatPercent: {
      type: "integer",
      label: "Order VAT Percent",
      description: "VAT percent for the order",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      priority: this.priority,
      responsibleUsers: this.responsibleUsers?.map((id) => ({
        id,
      })),
      estimatedHours: this.estimatedHours,
      description: this.description,
      plannedStartDate: this.plannedStartDate,
      plannedEndDate: this.plannedEndDate,
      orderCalculateFromGross: this.orderCalculateFromGross,
      orderVatPercent: this.orderVatPercent,
      name: this.name,
    };

    const task = await this.app.createTask({
      $,
      data,
    });
    $.export("$summary", `Successfully created task "${this.name}"`);

    return task;
  },
};

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
Firmao	`app`	`app`	This component uses the Firmao app.
Name	`name`	`string`	Name of the task
Priority	`priority`	`string`	Select a value from the drop down menu:`{ "label": "Low priority", "value": "25" }{ "label": "Normal priority", "value": "100" }{ "label": "High priority", "value": "300" }{ "label": "Critical priority", "value": "1000" }`
Responsible Users	`responsibleUsers`	`string[]`	Select a value from the drop down menu.
Estimated Hours	`estimatedHours`	`integer`	Estimated hours to complete the task
Description	`description`	`string`	Description of the task
Planned Start Date	`plannedStartDate`	`string`	Planned start date of the task. e.g `2012-07-17T00:00:00+02:00`
Planned End Date	`plannedEndDate`	`string`	Planned end date of the task. e.g `2012-07-17T00:00:00+02:00`
Order Calculate From Gross	`orderCalculateFromGross`	`boolean`	Flag to indicate if order calculation is from gross
Order VAT Percent	`orderVatPercent`	`integer`	VAT percent for the order

Action Authentication#

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

To retrieve your API Login and Password,

Navigate to your Firmao account and sign in
Click the User menu on the top right
Go to “Company Settings” > “Integrations” > “API”

Your Organization ID is 1234 if your Firmao login URL after you login is https://system.firmao.net/1234

Create Task with Firmao API on New Contact from Twilio SendGrid API

Pipedream makes it easy to connect APIs for Firmao, Twilio SendGrid and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular