← Pipedrive + Twilio integrations

Send SMS with Twilio API on Updated Person from Pipedrive API

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Trigger workflow on
Updated Person from the Pipedrive API
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Send SMS with the Twilio API
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Getting Started

This integration creates a workflow with a Pipedrive 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 Updated Person trigger
    1. Connect your Pipedrive account
    2. Configure Polling schedule
  3. Configure the Send SMS action
    1. Connect your Twilio account
    2. Select a From
    3. Configure To
    4. Configure Message Body
  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 person is updated.
Version:0.0.5
Key:pipedrive-updated-person

Pipedrive Overview

Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.

Trigger Code

import constants from "../../common/constants.mjs";
import common from "../common/base.mjs";

export default {
  ...common,
  key: "pipedrive-updated-person",
  name: "Updated Person",
  description: "Emit new event when a person is updated.",
  version: "0.0.5",
  type: "source",
  dedupe: "greatest",
  methods: {
    ...common.methods,
    getFieldsFn() {
      return this.app.getPersonFields;
    },
    getResourceFn() {
      return this.app.getPersons;
    },
    getResourceFnArgs() {
      return {
        filter_id: this.getFilterId(),
        sort: `${this.getFieldKey()} DESC, id DESC`,
      };
    },
    getFieldKey() {
      return constants.FIELD.UPDATE_TIME;
    },
    getEventObject() {
      return constants.EVENT_OBJECT.PERSON;
    },
    getEventAction() {
      return constants.EVENT_ACTION.UPDATED;
    },
    getMetaId(resource) {
      return this.getTimestamp(resource);
    },
    getTimestamp(resource) {
      return Date.parse(resource.update_time);
    },
    getFilterArgs({
      fieldId, value = "3_months_ago",
    } = {}) {
      return {
        type: constants.FILTER_TYPE.PEOPLE,
        name: "Pipedream: Persons updated later than specific value",
        conditions: this.getConditions({
          fieldId,
          value,
        }),
      };
    },
  },
};

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
PipedriveappappThis component uses the Pipedrive app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling scheduletimer$.interface.timer

How often to poll the Pipedrive API

Trigger Authentication

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

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

About Pipedrive

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

Action

Description:Send a simple text-only SMS. [See the docs](https://www.twilio.com/docs/sms/api/message-resource#create-a-message-resource) for more information
Version:0.1.3
Key:twilio-send-sms

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-sms",
  name: "Send SMS",
  description: "Send a simple text-only SMS. [See the docs](https://www.twilio.com/docs/sms/api/message-resource#create-a-message-resource) for more information",
  type: "action",
  version: "0.1.3",
  props: {
    twilio,
    from: {
      propDefinition: [
        twilio,
        "from",
      ],
    },
    to: {
      propDefinition: [
        twilio,
        "to",
      ],
    },
    body: {
      propDefinition: [
        twilio,
        "body",
      ],
    },
  },
  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,
    };

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

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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