← Mercury + Twilio integrations

Make a Phone Call with Twilio API on New Transaction from Mercury API

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Trigger workflow on
New Transaction from the Mercury API
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Make a Phone Call with the Twilio API
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Getting Started

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

  1. Select this integration
  2. Configure the New Transaction trigger
    1. Connect your Mercury account
    2. Configure timer
    3. Select a Account
  3. Configure the Make a Phone Call action
    1. Connect your Twilio account
    2. Select a From
    3. Configure To
    4. Configure Text
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, open source 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

Description:Emits an event for each new transaction in an account.
Version:0.0.1
Key:mercury-new-transaction

Trigger Code

const mercury = require("../../mercury.app.js");

module.exports = {
  key: "mercury-new-transaction",
  name: "New Transaction",
  description: "Emits an event for each new transaction in an account.",
  version: "0.0.1",
  dedupe: "unique",
  props: {
    mercury,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: 60 * 15,
      },
    },
    account: { propDefinition: [mercury, "account"] },
  },
  methods: {
    getMeta(transaction) {
      const { id, counterpartyName: summary, postedAt } = transaction;
      const ts = new Date(postedAt).getTime();
      return { id, summary, ts };
    },
  },
  async run(event) {
    const lastRunTime = this.db.get("lastRunTime")
      ? new Date(this.db.get("lastRunTime"))
      : this.mercury.daysAgo(1);
    const params = {
      limit: 100,
      offset: 0,
      start: lastRunTime.toISOString().split("T")[0],
    };
    let totalTransactions = params.limit;
    while (totalTransactions == params.limit) {
      const results = await this.mercury.getTransactions(this.account, params);
      const { transactions } = results;
      totalTransactions = transactions.length;
      for (const transaction of transactions) {
        this.$emit(transaction, this.getMeta(transaction));
      }
      params.offset += params.limit;
    }
    this.db.set("lastRunTime", new Date());
  },
};

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.
LabelPropTypeDescription
MercurymercuryappThis component uses the Mercury app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between component invocations.
timer$.interface.timer
AccountaccountstringSelect a value from the drop down menu.

Trigger Authentication

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

In order to get Mercury's API key, log into your Mercury account and go to the Settings page to generate a new one.

Action

Description:Make a phone call, passing text that Twilio will speak to the recipient of the call. [See the docs](https://www.twilio.com/docs/voice/api/call-resource#create-a-call-resource) for more information
Version:0.0.7
Key:twilio-make-phone-call

Action Code

// Read the Twilio docs at https://www.twilio.com/docs/sms/api/message-resource#create-a-message-resource
import twilio from "../../twilio.app.mjs";
import { phone } from "phone";

export default {
  key: "twilio-make-phone-call",
  name: "Make a Phone Call",
  description: "Make a phone call, passing text that Twilio will speak to the recipient of the call. [See the docs](https://www.twilio.com/docs/voice/api/call-resource#create-a-call-resource) for more information",
  version: "0.0.7",
  type: "action",
  props: {
    twilio,
    from: {
      propDefinition: [
        twilio,
        "from",
      ],
    },
    to: {
      propDefinition: [
        twilio,
        "to",
      ],
    },
    text: {
      label: "Text",
      type: "string",
      description: "The text you'd like Twilio to speak to the user when they pick up the phone.",
    },
  },
  async run({ $ }) {
    // Parse the given number into its E.164 equivalent
    // The E.164 phone number will be included in the first element
    // of the array, but the array will be empty if parsing fails.
    // See https://www.npmjs.com/package/phone
    const toParsed = phone(this.to);
    console.log(toParsed);
    if (!toParsed || !toParsed.phoneNumber) {
      throw new Error(`Phone number ${this.to} couldn't be parsed as a valid number.`);
    }

    const data = {
      to: toParsed.phoneNumber,
      from: this.from,
      twiml: `<Response><Say>${this.text}</Say></Response>`,
    };

    const resp = await this.twilio.getClient().calls.create(data);
    $.export("$summary", `Successfully made a new phone call, "${this.twilio.callToString(resp)}"`);
    return resp;
  },
};

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.

LabelPropTypeDescription
TwiliotwilioappThis component uses the Twilio app.
FromfromstringSelect a value from the drop down menu.
Totostring

The destination phone number in E.164 format. Format with a + and country code (e.g., +16175551212).

Texttextstring

The text you'd like Twilio to speak to the user when they pick up the phone.

Action Authentication

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

  1. Create an API key in Twilio. There are two types of keys: Master and Standard. You'll need a Master key to interact with certain API endpoints, like /Accounts. If you don't need to interact with those endpoints, you can use a Standard key.

  2. After creating your key, you'll see an Sid and Secret. Enter those in the fields below.

  3. Visit your Twilio Dashboard. You'll see your Account SID listed near the top. Enter that in the AccountSid field below.

About Twilio

Cloud communications platform for building SMS, Voice & Messaging applications on an API built for global scale

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