Send Templated Email with Amazon SES API on New Lead Status Changed from noCRM.io API

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New Lead Status Changed from the noCRM.io API

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Send Templated Email with the Amazon SES API

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Getting Started#

This integration creates a workflow with a noCRM.io trigger and Amazon SES action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Lead Status Changed trigger
1. Connect your noCRM.io account
Configure the Send Templated Email action
1. Connect your Amazon SES account
2. Select a AWS Region
3. Configure To Addresses
4. Optional- Configure CC Addresses
5. Optional- Configure BCC Addresses
6. Optional- Configure Reply To Addresses
7. Configure From
8. Select a Template Name
9. Configure Template Data
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 Lead Status Changed on noCRM.io

Description:Emit new event when a lead status is changed.

Version:0.0.2

Key:nocrm_io-new-lead-status-changed

View on GitHub

noCRM.io Overview#

noCRM.io API offers the ability to streamline and automate the sales process, focusing on lead management. With the noCRM.io API, you can create, update, delete, and retrieve leads, manage lead statuses, and trigger actions based on lead activity. Pipedream's serverless platform enhances these capabilities by allowing you to integrate noCRM.io with a plethora of other apps, setting up complex workflows without writing extensive code.

Trigger Code#

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

export default {
  ...common,
  name: "New Lead Status Changed",
  version: "0.0.2",
  key: "nocrm_io-new-lead-status-changed",
  description: "Emit new event when a lead status is changed.",
  type: "source",
  methods: {
    ...common.methods,
    getWebhookEventType() {
      return "lead.status.changed";
    },
    emitEvent(body) {
      const data = body?.webhook_event?.data ?? body;

      this.$emit(data, {
        id: `${data.id}-${data.status}-${data.created_at}`,
        summary: `New lead status changed with id ${data.id} and status ${data.status}`,
        ts: Date.parse(data.created_at),
      });
    },
    async deploy() {
      const leads = await this.nocrm_io.getLeads({
        params: {
          limit: 10,
        },
      });

      if (leads) {
        leads.forEach(this.emitEvent);
      }
    },
  },
};

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
noCRM.io	`nocrm_io`	`app`	This component uses the noCRM.io 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#

noCRM.io uses API keys for authentication. When you connect your noCRM.io account, Pipedream securely stores the keys so you can easily authenticate to noCRM.io APIs in both code and no-code steps.

Your noCRM.io API key is in your Profile > Admin Panel page, below the API section inside the Integrations card.

If your Nocrm.io URL is https://1234.nocrm.io.com/, your subdomain is 1234.

About noCRM.io#

Lead Management Software

Action#

Send Templated Email on Amazon SES

Description:Send an email replacing the template tags with values using Amazon SES. [See the docs](https://docs.aws.amazon.com/AWSJavaScriptSDK/v3/latest/clients/client-ses/classes/sendtemplatedemailcommand.html)

Version:0.0.1

Key:amazon_ses-send-templated-email

View on GitHub

Amazon SES Overview#

Amazon Simple Email Service (SES) is a powerful cloud-based email sending service designed to help digital marketers and application developers send marketing, notification, and transactional emails. With the SES API, you can reliably send emails at scale, manage sender reputations, view email sending statistics, and maintain a high deliverability rate. Leveraging Pipedream's capabilities, you can integrate SES seamlessly into serverless workflows, automate email responses based on triggers from other apps, and analyze the effectiveness of your email campaigns by connecting to data analytics platforms.

Action Code#

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

export default {
  key: "amazon_ses-send-templated-email",
  name: "Send Templated Email",
  description: "Send an email replacing the template tags with values using Amazon SES. [See the docs](https://docs.aws.amazon.com/AWSJavaScriptSDK/v3/latest/clients/client-ses/classes/sendtemplatedemailcommand.html)",
  version: "0.0.1",
  type: "action",
  props: {
    ...base.props,
    ToAddresses: {
      propDefinition: [
        base.props.amazonSes,
        "ToAddresses",
      ],
    },
    CcAddresses: {
      propDefinition: [
        base.props.amazonSes,
        "CcAddresses",
      ],
    },
    BccAddresses: {
      propDefinition: [
        base.props.amazonSes,
        "BccAddresses",
      ],
    },
    ReplyToAddresses: {
      propDefinition: [
        base.props.amazonSes,
        "ReplyToAddresses",
      ],
    },
    FromEmailAddress: {
      propDefinition: [
        base.props.amazonSes,
        "FromEmailAddress",
      ],
    },
    Template: {
      propDefinition: [
        base.props.amazonSes,
        "TemplateName",
        (c) => ({
          region: c.region,
        }),
      ],
    },
    TemplateData: {
      type: "object",
      label: "Template Data",
      description: "A JSON object of replacement values to apply to the template tags",
    },
  },
  async run({ $ }) {
    const params = {
      Destination: {
        ToAddresses: this.ToAddresses,
        CcAddresses: this.CcAddresses,
        BccAddresses: this.BccAddresses,
      },
      Source: this.FromEmailAddress,
      ReplyToAddresses: this.ReplyToAddresses,
      Template: this.Template,
      TemplateData: JSON.stringify(this.TemplateData),
    };

    const response = await this.amazonSes.sendTemplatedEmail(this.region, params);
    $.export("$summary", "Sent email successfully");
    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
Amazon SES	`amazonSes`	`app`	This component uses the Amazon SES app.
AWS Region	`region`	`string`	Select a value from the drop down menu.
To Addresses	`ToAddresses`	`string[]`	An array of recipient email addresses you want to send to
CC Addresses	`CcAddresses`	`string[]`	An array of email addresses you want to CC
BCC Addresses	`BccAddresses`	`string[]`	An array of email addresses you want to BCC
Reply To Addresses	`ReplyToAddresses`	`string[]`	An array of reply-to addresses
From	`FromEmailAddress`	`string`	The email from which the email is addressed
Template Name	`Template`	`string`	Select a value from the drop down menu.
Template Data	`TemplateData`	`object`	A JSON object of replacement values to apply to the template tags

Action Authentication#

Amazon SES uses API keys for authentication. When you connect your Amazon SES account, Pipedream securely stores the keys so you can easily authenticate to Amazon SES APIs in both code and no-code steps.

Follow the AWS Instructions for creating an IAM user with an associated access and secret key, with the minimum IAM permissions necessary to send email or hit the desired SES APIs from Pipedream.

Enter the access and secret key below.