Send Message 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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Send Message 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.

Select this integration
Configure the New Transaction trigger
1. Connect your Mercury account
2. Configure timer
3. Select a Account
Configure the Send Message action
1. Connect your Twilio account
2. Select a From
3. Configure To
4. Configure Message Body
5. Optional- Configure Media URL
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 Transaction on Mercury

Description:Emit new event for each transaction in an account.

Version:0.0.3

Key:mercury-new-transaction

View on GitHub

Mercury Overview#

The Mercury API offers a window into banking tailored for startups. With it, you can automate your financial operations, sync transaction data with your accounting software, and monitor your business financial health programmatically. Creating workflows on Pipedream with Mercury's API allows you to connect your banking data with numerous other apps to streamline payments, reconcile transactions, and keep a pulse on your company's money matters.

Trigger Code#

import mercury from "../../mercury.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "mercury-new-transaction",
  name: "New Transaction",
  description: "Emit new event for each transaction in an account.",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    mercury,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    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({ $ }) {
    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({
        ctx: $,
        accountId: this.account,
        params,
      });
      const { transactions } = results;
      totalTransactions = transactions.length;
      for (const transaction of transactions) {
        this.$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.

Label	Prop	Type	Description
Mercury	`mercury`	`app`	This component uses the Mercury app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Account	`account`	`string`	Select 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.

About Mercury#

Bank

Action#

Send Message on Twilio

Description:Send an SMS text with optional media files. [See the documentation](https://www.twilio.com/docs/sms/api/message-resource#create-a-message-resource)

Version:0.0.2

Key:twilio-send-message

View on GitHub

Twilio Overview#

Twilio's API on Pipedream opens up a multitude of communication capabilities, allowing you to build robust, scalable, and automated workflows. With Twilio, you can send and receive SMS and MMS messages, make voice calls, and perform other communication functions programmatically. Leveraging Pipedream's seamless integration, you can connect these communications features with hundreds of other services to automate notifications, streamline customer interactions, and enhance operational efficiency.

Action Code#

import { phone } from "phone";
import twilio from "../../twilio.app.mjs";
import { messageToString } from "../../common/utils.mjs";

export default {
  key: "twilio-send-message",
  name: "Send Message",
  description: "Send an SMS text with optional media files. [See the documentation](https://www.twilio.com/docs/sms/api/message-resource#create-a-message-resource)",
  type: "action",
  version: "0.0.2",
  props: {
    twilio,
    from: {
      propDefinition: [
        twilio,
        "from",
      ],
    },
    to: {
      propDefinition: [
        twilio,
        "to",
      ],
    },
    body: {
      propDefinition: [
        twilio,
        "body",
      ],
    },
    mediaUrl: {
      propDefinition: [
        twilio,
        "mediaUrl",
      ],
    },
  },
  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);
    if (!toParsed || !toParsed.phoneNumber) {
      throw new Error(`Phone number ${this.to} could not be parsed as a valid number.`);
    }

    const fromParsed = phone(this.from);
    if (!fromParsed || !fromParsed.phoneNumber) {
      throw new Error(`Phone number ${this.from} could not be parsed as a valid number.`);
    }

    const data = {
      to: toParsed.phoneNumber,
      from: fromParsed.phoneNumber,
      body: this.body,
      mediaUrl: this.mediaUrl,
    };

    const resp = await this.twilio.getClient().messages.create(data);
    $.export("$summary", `Successfully sent a new message, "${messageToString(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.

Label	Prop	Type	Description
Twilio	`twilio`	`app`	This component uses the Twilio app.
From	`from`	`string`	Select a value from the drop down menu.
To	`to`	`string`	The destination phone number in E.164 format. Format with a `+` and country code (e.g., `+16175551212`).
Message Body	`body`	`string`	The text of the message you want to send, limited to 1600 characters.
Media URL	`mediaUrl`	`string[]`	The URL of the media you wish to send out with the message. The media size limit is `5MB`. You may provide up to 10 media URLs per message.

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.

To connect your Twilio account to Pipedream,

API Key and API Key SID

First, create an API key in Twilio

There are three types of keys: Main, Standard, and Restricted. You'll need a Main key to interact with certain API endpoints, like /Accounts.
If you don't need to interact with those endpoints, you can use a Standard or Restricted key.

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

Account SID and Auth Token

Visit your Twilio Dashboard. You'll see your Account SID and Auth Token under Account info.

About Twilio#

Twilio is a cloud communications platform for building SMS, Voice & Messaging applications on an API built for global scale.

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