Create Template with Frontegg API on Customer Updated (Instant) from Customer Fields API

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Customer Updated (Instant) from the Customer Fields API

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Create Template with the Frontegg API

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Getting Started#

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

Select this integration
Configure the Customer Updated (Instant) trigger
1. Connect your Customer Fields account
Configure the Create Template action
1. Connect your Frontegg account
2. Select a Template Type
3. Optional- Configure Sender Email
4. Configure Redirect URL
5. Optional- Configure HTML Template
6. Optional- Configure Subject
7. Optional- Configure From Name
8. Optional- Configure Success Redirect URL
9. Optional- Configure Active
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#

Customer Updated (Instant) on Customer Fields

Description:Trigger when a profile of a customer has been updated or changed. [See the documentation](https://docs.customerfields.com/#0824dffa-8d67-4b90-828b-289f7fd46899).

Version:0.0.1

Key:customer_fields-customer-updated

View on GitHub

Customer Fields Overview#

The Customer Fields API provides a suite of tools for managing customer data in e-commerce platforms, including custom form fields and data automation. With it, you can efficiently tailor customer interactions, streamline data collection, and enhance the shopping experience. Integrating Customer Fields with Pipedream allows for seamless automation of tasks like syncing data to other platforms, triggering personalized communications, or managing customer segments based on custom field data.

Trigger Code#

import common from "../common/webhook.mjs";
import topics from "../common/topics.mjs";

export default {
  ...common,
  key: "customer_fields-customer-updated",
  name: "Customer Updated (Instant)",
  description: "Trigger when a profile of a customer has been updated or changed. [See the documentation](https://docs.customerfields.com/#0824dffa-8d67-4b90-828b-289f7fd46899).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourcesFn() {
      return this.app.listCustomers;
    },
    getResourcesFnArgs() {
      return {
        params: {
          sort_by: "updated_at",
          sort_order: "desc",
        },
      };
    },
    getResourcesName() {
      return "customers";
    },
    getTopicName() {
      return topics.CUSTOMERS_UPDATE;
    },
    generateMeta(resource) {
      const ts = Date.parse(resource.updated_at);
      return {
        id: `${resource.id}-${ts}`,
        summary: `Updated Customer: ${resource.id}`,
        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
Customer Fields	`app`	`app`	This component uses the Customer Fields app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
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.

Trigger Authentication#

Customer Fields uses OAuth authentication. When you connect your Customer Fields account, Pipedream will open a popup window where you can sign into Customer Fields and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Customer Fields API.

Pipedream requests the following authorization scopes when you connect your account:

readwrite

About Customer Fields#

Create customer sign-up forms as unique as your business, and save custom data to customer accounts.

Action#

Create Template on Frontegg

Description:Create an email template in Frontegg. [See the documentation](https://docs.frontegg.com/reference/mailv1controller_addorupdatetemplate-2)

Version:0.0.1

Key:frontegg-create-template

View on GitHub

Frontegg Overview#

The Frontegg API provides a suite of functionalities centered around user management, authentication, and security. It simplifies the integration of these essential features into any application. On Pipedream, you can tap into Frontegg's capabilities to automate and enhance user experience by crafting workflows that respond to events, manage user data, and enforce security protocols.

Action Code#

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

export default {
  key: "frontegg-create-template",
  name: "Create Template",
  description: "Create an email template in Frontegg. [See the documentation](https://docs.frontegg.com/reference/mailv1controller_addorupdatetemplate-2)",
  version: "0.0.1",
  type: "action",
  props: {
    frontegg,
    type: {
      propDefinition: [
        frontegg,
        "type",
      ],
    },
    senderEmail: {
      propDefinition: [
        frontegg,
        "senderEmail",
      ],
    },
    redirectURL: {
      propDefinition: [
        frontegg,
        "redirectURL",
      ],
      optional: false,
    },
    htmlTemplate: {
      propDefinition: [
        frontegg,
        "htmlTemplate",
      ],
    },
    subject: {
      propDefinition: [
        frontegg,
        "subject",
      ],
    },
    fromName: {
      propDefinition: [
        frontegg,
        "fromName",
      ],
    },
    successRedirectUrl: {
      propDefinition: [
        frontegg,
        "successRedirectUrl",
      ],
    },
    active: {
      propDefinition: [
        frontegg,
        "active",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.frontegg.createOrUpdateTemplate({
      $,
      data: {
        type: this.type,
        senderEmail: this.senderEmail,
        redirectURL: this.redirectURL,
        htmlTemplate: this.htmlTemplate,
        subject: this.subject,
        fromName: this.fromName,
        successRedirectUrl: this.successRedirectUrl,
        active: this.active,
      },
    });

    $.export("$summary", `Successfully created template 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
Frontegg	`frontegg`	`app`	This component uses the Frontegg app.
Template Type	`type`	`string`	Select a value from the drop down menu:`ResetPasswordActivateUserInviteToTenantPwnedPasswordMagicLinkOTCConnectNewDeviceUserUsedInvitationResetPhoneNumberBulkInvitesToTenantMFAEnrollMFAUnenrollNewMFAMethodMFARecoveryCodeRemoveMFAMethodEmailVerificationBruteForceProtectionSuspiciousIPMFAOTCImpossibleTravelBotDetectionSmsAuthenticationEnabled`
Sender Email	`senderEmail`	`string`	The email address of the sender.
Redirect URL	`redirectURL`	`string`	The URL where users will be redirected (required for specific template types).
HTML Template	`htmlTemplate`	`string`	The HTML content of the email template.
Subject	`subject`	`string`	The subject of the email.
From Name	`fromName`	`string`	The name that will appear as the sender of the email.
Success Redirect URL	`successRedirectUrl`	`string`	The URL where users will be redirected after a successful operation.
Active	`active`	`boolean`	Set the template status to active or inactive.

Action Authentication#

Frontegg uses OAuth authentication. When you connect your Frontegg account, Pipedream will open a popup window where you can sign into Frontegg and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Frontegg API.

Pipedream requests the following authorization scopes when you connect your account: