← Procore + Twilio integrations

Send Message with Twilio API on Budget Snapshot Event (Instant) from Procore API

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Budget Snapshot Event (Instant) from the Procore API
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Send Message with the Twilio API
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Getting Started

This integration creates a workflow with a Procore 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 Budget Snapshot Event (Instant) trigger
    1. Connect your Procore account
    2. Select a Company
    3. Optional- Select a Project
  3. 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
  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:Emits an event each time a Budget Snapshot is created, updated, or deleted in a project.
Version:0.0.2
Key:procore-budget-snapshot

Procore Overview

The Procore API empowers developers to interact with its construction management software programmatically, enabling automation of tasks, data synchronization, and enhanced reporting. With APIs covering project management, quality and safety, construction financials, and field productivity, you can craft workflows that streamline operations, reduce manual entry, and provide real-time insights. On Pipedream, these capabilities can be harnessed to create workflows that react to events in Procore or orchestrate actions between Procore and other apps, optimizing construction project workflows.

Trigger Code

const common = require("../common.js");

module.exports = {
  ...common,
  name: "Budget Snapshot Event (Instant)",
  key: "procore-budget-snapshot",
  description:
    "Emits an event each time a Budget Snapshot is created, updated, or deleted in a project.",
  version: "0.0.2",
  type: "source",
  methods: {
    ...common.methods,
    getResourceName() {
      return "Budget View Snapshots";
    },
    async getDataToEmit(body) {
      const { resource_id: resourceId } = body;
      const limit = 100;
      let offset = 0;
      let total = limit;
      let snapshotRows = [];
      while (total == limit) {
        const resource = await this.procore.getBudgetViewSnapshot(
          this.company,
          this.project,
          resourceId,
          limit,
          offset,
        );
        snapshotRows = snapshotRows.concat(resource);
        total = resource.length;
        offset += limit;
      }
      return {
        ...body,
        snapshotRows,
      };
    },
    getMeta(body) {
      const {
        id,
        event_type: eventType,
        resource_id: resourceId,
        timestamp,
      } = body;
      const ts = new Date(timestamp).getTime();
      return {
        id,
        summary: `${eventType} Budget Snapshot ID:${resourceId}`,
        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.
LabelPropTypeDescription
ProcoreprocoreappThis component uses the Procore app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.
CompanycompanyintegerSelect a value from the drop down menu.
ProjectprojectintegerSelect a value from the drop down menu.

Trigger Authentication

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

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

About Procore

The all-in-one construction management software built to help you finish quality projects — safely, on time, and within budget.

Action

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:0.0.1
Key:twilio-send-message

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: "0.0.1",
  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.

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).

Message Bodybodystring

The text of the message you want to send, limited to 1600 characters.

Media URLmediaUrlstring[]

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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