← Twilio SendGrid + Slack integrations

Send Message to a Public Channel with Slack API on New Contact from Twilio SendGrid API

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New Contact from the Twilio SendGrid API
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Send Message to a Public Channel with the Slack API
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Getting Started

This integration creates a workflow with a Twilio SendGrid trigger and Slack 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 Contact trigger
    1. Connect your Twilio SendGrid account
    2. Configure timer
  3. Configure the Send Message to a Public Channel action
    1. Connect your Slack account
    2. Optional- Configure Send as User
    3. Optional- Configure Bot Username
    4. Optional- Select a Icon (emoji)
    5. Optional- Configure Icon (image URL)
    6. Optional- Configure Schedule message
    7. Optional- Configure Include link to workflow
    8. Optional- Configure Metadata Event Type
    9. Optional- Configure Metadata Event Payload
    10. Select a Channel ID
    11. Configure Text
    12. Optional- Configure Send text as Slack mrkdwn
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a new contact is created
Version:0.0.6
Key:sendgrid-new-contact

Twilio SendGrid Overview

With the Twilio SendGrid API, you can build a number of features into your
application to manage your SendGrid account and send emails. For example, you
can use the API to:

  • Create and manage SendGrid accounts
  • Send emails through SendGrid
  • Manage email templates
  • Get statistics on email sends
  • And more!

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: "0.0.6",
  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.
LabelPropTypeDescription
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Twilio SendGridsendgridappThis component uses the Twilio SendGrid app.
timer$.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.

Enter your Sendgrid API key below

About Twilio SendGrid

Delivering your transactional and marketing emails through the world's largest cloud-based email delivery platform. Send with confidence.

Action

Description:Send a message to a public channel and customize the name and avatar of the bot that posts the message. See [postMessage](https://api.slack.com/methods/chat.postMessage) or [scheduleMessage](https://api.slack.com/methods/chat.scheduleMessage) docs here
Version:0.2.14
Key:slack-send-message-public-channel

Slack Overview

The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. When you authorize the Pipedream app's access to your workspace, you can use Pipedream workflows to perform common Slack actions, or write your own code against the Slack API.

The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It just makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

Here are some examples of automations you can build with Pipedream on Slack:

  • Automate posting updates to your team channel
  • Create a bot to answer common questions
  • Integrate with your existing tools and services
  • Build a custom dashboard to track your team's progress
  • Create a bot to handle scheduling and meeting requests
  • And much more!

Should I use the Slack or Slack Bot app on Pipedream?

The Slack app is the easiest and most convienent option to get started. It installs the official Pipedream bot into your Slack workspace with just a few clicks.

However, if you'd like to use your own bot registered with the Slack API, you can use the Slack Bot app instead.

The Slack Bot requires a bot token to allow your Pipedream workflows to authenticate as your bot. The extra set up steps allow you to list your custom bot on the Slack Marketplace, or install the bot on other workspaces as your bot's name instead of as Pipedream.

Getting Started

You can install the Pipedream Slack app in the Accounts section of your account, or directly in a workflow

Accounts

  1. Visit https://pipedream.com/accounts.
  2. Click on the Click Here To Connect An App button in the top-right.
  3. Search for "Slack" among the list of apps, and select it.
  4. This will open a new window asking you to allow Pipedream access to your Slack workspace. Choose the right workspace where you'd like to install the app, then click Allow.
  5. That's it! You can now use this Slack account in any actions, or link it to any code step.

Within a workflow

  1. Create a new workflow.
  2. Select your trigger (HTTP, Cron, etc.).
  3. Click on the + button below the trigger step, and search for "Slack".
  4. Select the Send a Message action.
  5. Click the Connect Account button near the top of the step. This will prompt you to select any existing Slack accounts you've previously authenticated with Pipedream, or you can select a New account. Clicking New opens a new window asking you to allow Pipedream access to your Slack workspace. Choose the right workspace where you'd like to install the app, then click Allow.
  6. That's it! You can now connect to the Slack API using any of the Slack actions within a Pipedream workflow.

Troubleshooting

Please reach out to the Pipedream team with any technical issues or questions about the Slack integration. We're happy to help!

Action Code

import common from "../common/send-message.mjs";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  key: "slack-send-message-public-channel",
  name: "Send Message to a Public Channel",
  description: "Send a message to a public channel and customize the name and avatar of the bot that posts the message. See [postMessage](https://api.slack.com/methods/chat.postMessage) or [scheduleMessage](https://api.slack.com/methods/chat.scheduleMessage) docs here",
  version: "0.2.14",
  type: "action",
  props: {
    ...common.props,
    conversation: {
      propDefinition: [
        common.props.slack,
        "channelId",
        () => ({
          types: [
            constants.CHANNEL_TYPE.PUBLIC,
          ],
        }),
      ],
    },
    text: {
      propDefinition: [
        common.props.slack,
        "text",
      ],
    },
    mrkdwn: {
      propDefinition: [
        common.props.slack,
        "mrkdwn",
      ],
    },
    username: {
      propDefinition: [
        common.props.slack,
        "username",
      ],
      description: "Optionally customize your bot's username (default is `Pipedream`).",
    },
    icon_emoji: {
      propDefinition: [
        common.props.slack,
        "icon_emoji",
      ],
      description: "Optionally use an emoji as the bot icon for this message (e.g., `:fire:`). This value overrides `icon_url` if both are provided.",
    },
    icon_url: {
      propDefinition: [
        common.props.slack,
        "icon_url",
      ],
      description: "Optionally provide an image URL to use as the bot icon for this message.",
    },
  },
};

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
SlackslackappThis component uses the Slack app.
Send as Useras_userboolean

Optionally pass TRUE to post the message as the authed user, instead of as a bot. Defaults to FALSE.

Bot Usernameusernamestring

Optionally customize your bot's username (default is Pipedream).

Icon (emoji)icon_emojistringSelect a value from the drop down menu.
Icon (image URL)icon_urlstring

Optionally provide an image URL to use as the bot icon for this message.

Schedule messagepost_atinteger

Messages can only be scheduled up to 120 days in advance, and cannot be scheduled for the past. The datetime format should be a unix timestamp (e.g., 1650507616, see here for help with this format).

Include link to workflowinclude_sent_via_pipedream_flagboolean

Defaults to true, includes a link to the workflow at the end of your Slack message.

Metadata Event Typemetadata_event_typestring

The name of the metadata event

Metadata Event Payloadmetadata_event_payloadstring

The payload of the metadata event. Must be a JSON string e.g. {"key": "value"}

Channel IDconversationstringSelect a value from the drop down menu.
Texttextstring

Text of the message to send (see Slack's formatting docs). This field is usually necessary, unless you're providing only attachments instead.

Send text as Slack mrkdwnmrkdwnboolean

TRUE by default. Pass FALSE to disable Slack markup parsing. See docs here

Action Authentication

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

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

bookmarks:writecalls:readcalls:writechannels:historychannels:readchannels:writednd:readdnd:writeemoji:readfiles:readgroups:historygroups:readgroups:writeim:historyim:readim:writelinks:readlinks:writempim:historympim:readmpim:writepins:readpins:writereactions:readreactions:writereminders:readreminders:writeremote_files:readremote_files:sharestars:readstars:writeteam:readusergroups:readusergroups:writeusers:readusers:read.emailusers:writechat:write:botchat:write:usercommandsfiles:write:userusers.profile:writeusers.profile:readsearch:read

About Slack

Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.

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