Send Email with Elastic Email API on New Invoice from Keap (Infusionsoft) API

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Trigger workflow on

New Invoice from the Keap (Infusionsoft) API

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Send Email with the Elastic Email API

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Getting Started#

This integration creates a workflow with a Keap (Infusionsoft) trigger and Elastic Email action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Invoice trigger
1. Connect your Keap (Infusionsoft) account
Configure the Send Email action
1. Connect your Elastic Email account
2. Configure Recipients
3. Configure From
4. Optional- Select a Body Content Type
5. Optional- Configure Body Content
6. Optional- Configure Merge
7. Optional- Configure Reply To
8. Optional- Configure Subject
9. Optional- Select a Template Name
10. Optional- Configure Time Offset
11. Optional- Configure Pool Name
12. Optional- Configure Channel Name
13. Optional- Select a Encoding
14. Optional- Configure Track Opens
15. Optional- Configure Track Clicks
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 Invoice on Keap (Infusionsoft)

Description:Emit new event for each new **invoice** [See docs here](https://developer.infusionsoft.com/docs/rest/#tag/REST-Hooks)

Version:0.0.1

Key:infusionsoft-new-invoice

View on GitHub

Keap (Infusionsoft) Overview#

The Keap (Infusionsoft) API is a powerful tool that unlocks advanced customer relationship management, marketing automation, and sales features. It allows you to manage contacts, create and update customer records, send emails, set up marketing campaigns, and more, automating and integrating these processes within your business workflows. With Pipedream's serverless execution environment, you can harness this API to craft custom automations, trigger sequences based on specific actions, and connect Keap to a multitude of other apps and services, streamlining your sales and marketing efforts.

Trigger Code#

import { defineSource } from "@pipedream/types";
import common from "../common.mjs";
export default defineSource({
    ...common,
    name: "New Invoice",
    description: "Emit new event for each new **invoice** [See docs here](https://developer.infusionsoft.com/docs/rest/#tag/REST-Hooks)",
    key: "infusionsoft-new-invoice",
    version: "0.0.1",
    type: "source",
    methods: {
        ...common.methods,
        getHookType() {
            return "invoice.add";
        },
        getSummary({ id }) {
            return `Invoice ID ${id}`;
        },
    },
});

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
Keap (Infusionsoft)	`infusionsoft`	`app`	This component uses the Keap (Infusionsoft) 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#

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

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

About Keap (Infusionsoft)#

CRM, sales & marketing platform

Action#

Send Email on Elastic Email

Description:Sends an email to one or more recipients. [See the documentation](https://elasticemail.com/developers/api-documentation/rest-api#operation/emailsPost)

Version:0.0.1

Key:elastic_email-send-email

View on GitHub

Elastic Email Overview#

The Elastic Email API allows you to integrate a robust email sending platform into your Pipedream workflows. Use it to send emails, manage contacts, and track campaign statistics. With this API, you can automate email notifications, synchronize subscriber lists, or trigger marketing campaigns based on user actions.

Action Code#

import {
  BODY_CONTENT_TYPE_OPTIONS,
  ENCODING_OPTIONS,
} from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import app from "../../elastic_email.app.mjs";

export default {
  key: "elastic_email-send-email",
  name: "Send Email",
  description: "Sends an email to one or more recipients. [See the documentation](https://elasticemail.com/developers/api-documentation/rest-api#operation/emailsPost)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    recipients: {
      type: "string[]",
      label: "Recipients",
      description: "List of recipients",
    },
    from: {
      type: "string",
      label: "From",
      description: "Your e-mail with an optional name (e.g.: email@domain.com)",
    },
    bodyContentType: {
      type: "string",
      label: "Body Content Type",
      description: "Type of body part",
      options: BODY_CONTENT_TYPE_OPTIONS,
      optional: true,
    },
    bodyContent: {
      type: "string",
      label: "Body Content",
      description: "Actual content of the body part",
      optional: true,
    },
    merge: {
      type: "object",
      label: "Merge",
      description: "A key-value collection of custom merge fields, shared between recipients. Should be used in e-mail body like so: {firstname}, {lastname} etc.",
      optional: true,
    },
    replyTo: {
      type: "string",
      label: "Reply To",
      description: "To what address should the recipients reply to (e.g. email@domain.com)",
      optional: true,
    },
    subject: {
      type: "string",
      label: "Subject",
      description: "Default subject of email.",
      optional: true,
    },
    templateName: {
      propDefinition: [
        app,
        "templateName",
      ],
      optional: true,
    },
    timeOffset: {
      type: "integer",
      label: "Time Offset",
      description: "By how long should an e-mail be delayed (in minutes). Maximum is 35 days.",
      optional: true,
    },
    poolName: {
      type: "string",
      label: "Pool Name",
      description: "Name of your custom IP Pool to be used in the sending process",
      optional: true,
    },
    channelName: {
      type: "string",
      label: "Channel Name",
      description: "Name of selected channel.",
      optional: true,
    },
    encoding: {
      type: "string",
      label: "Encoding",
      description: "Encoding type for the email headers",
      options: ENCODING_OPTIONS,
      optional: true,
    },
    trackOpens: {
      type: "boolean",
      label: "Track Opens",
      description: "Should the opens be tracked? If no value has been provided, Account's default setting will be used.",
      optional: true,
    },
    trackClicks: {
      type: "boolean",
      label: "Track Clicks",
      description: "Should the clicks be tracked? If no value has been provided, Account's default setting will be used.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.app.sendBulkEmails({
      $,
      data: {
        Recipients: parseObject(this.recipients)?.map((item) => ({
          Email: item,
        })),
        Content: {
          From: this.from,
          Body: [
            {
              ContentType: this.bodyContentType,
              Body: this.bodyContent,
            },
          ],
          Merge: parseObject(this.merge),
          ReplyTo: this.replyTo,
          Subject: this.subject,
          TemplateName: this.templateName,
        },
        Options: {
          TimeOffset: this.timeOffset,
          PoolName: this.poolName,
          ChannelName: this.channelName,
          Encoding: this.encoding,
          TrackOpens: this.trackOpens,
          TrackClicks: this.trackClicks,
        },
      },
    });
    $.export("$summary", `Emails sent successfully to ${this.recipients.join(", ")}`);
    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
Elastic Email	`app`	`app`	This component uses the Elastic Email app.
Recipients	`recipients`	`string[]`	List of recipients
From	`from`	`string`	Your e-mail with an optional name (e.g.: email@domain.com)
Body Content Type	`bodyContentType`	`string`	Select a value from the drop down menu:`HTMLPlainTextAMPCSS`
Body Content	`bodyContent`	`string`	Actual content of the body part
Merge	`merge`	`object`	A key-value collection of custom merge fields, shared between recipients. Should be used in e-mail body like so: {firstname}, {lastname} etc.
Reply To	`replyTo`	`string`	To what address should the recipients reply to (e.g. email@domain.com)
Subject	`subject`	`string`	Default subject of email.
Template Name	`templateName`	`string`	Select a value from the drop down menu.
Time Offset	`timeOffset`	`integer`	By how long should an e-mail be delayed (in minutes). Maximum is 35 days.
Pool Name	`poolName`	`string`	Name of your custom IP Pool to be used in the sending process
Channel Name	`channelName`	`string`	Name of selected channel.
Encoding	`encoding`	`string`	Select a value from the drop down menu:`UserProvidedNoneRaw7bitRaw8bitQuotedPrintableBase64Uue`
Track Opens	`trackOpens`	`boolean`	Should the opens be tracked? If no value has been provided, Account's default setting will be used.
Track Clicks	`trackClicks`	`boolean`	Should the clicks be tracked? If no value has been provided, Account's default setting will be used.

Send Email with Elastic Email API on New Invoice from Keap (Infusionsoft) API

Pipedream makes it easy to connect APIs for Elastic Email, Keap (Infusionsoft) and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

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