Update Employee with Axonaut API on New Contact from Twilio SendGrid API

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Trigger workflow on

New Contact from the Twilio SendGrid API

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Update Employee with the Axonaut API

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Getting Started#

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

Select this integration
Configure the New Contact trigger
1. Connect your Twilio SendGrid account
2. Configure timer
Configure the Update Employee action
1. Connect your Axonaut account
2. Select a Employee ID
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Email
6. Optional- Configure Phone Number
7. Optional- Configure Custom Fields
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 Contact on Twilio SendGrid

Description:Emit new event when a new contact is created

Version:0.0.7

Key:sendgrid-new-contact

View on GitHub

Twilio SendGrid Overview#

The Twilio SendGrid API opens up a world of possibilities for email automation, enabling you to send emails efficiently and track their performance. With this API, you can programmatically create and send personalized email campaigns, manage contacts, and parse inbound emails for data extraction. When you harness the power of Pipedream, you can connect SendGrid to hundreds of other apps to automate workflows, such as triggering email notifications based on specific actions, syncing email stats with your analytics, or handling incoming emails to create tasks or tickets.

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: "0.0.7",
  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.

Label	Prop	Type	Description
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Twilio SendGrid	`sendgrid`	`app`	This 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.

About Twilio SendGrid#

Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.

Action#

Update Employee on Axonaut

Description:Updates a employee. [See documentation (Go to `POST /api/v2/employees`)](https://axonaut.com/api/v2/doc)

Version:0.0.1

Key:axonaut-update-employee

View on GitHub

Axonaut Overview#

The Axonaut API enables interaction with Axonaut's CRM and ERP features, allowing you to manage customers, invoices, quotes, and more. By building workflows on Pipedream with the Axonaut API, you can automate repetitive tasks, sync data between different systems, and create custom, scalable solutions for your business needs. Connect Axonaut to numerous other services via Pipedream to streamline your sales, accounting, and operational processes.

Action Code#

import app from "../../axonaut.app.mjs";

export default {
  name: "Update Employee",
  version: "0.0.1",
  key: "axonaut-update-employee",
  description: "Updates a employee. [See documentation (Go to `POST /api/v2/employees`)](https://axonaut.com/api/v2/doc)",
  type: "action",
  props: {
    app,
    employeeId: {
      propDefinition: [
        app,
        "employeeId",
      ],
    },
    firstName: {
      label: "First Name",
      description: "The first name of the employee",
      type: "string",
      optional: true,
    },
    lastName: {
      label: "Last Name",
      description: "The last name of the employee",
      type: "string",
      optional: true,
    },
    email: {
      label: "Email",
      description: "The email of the employee",
      type: "string",
      optional: true,
    },
    phoneNumber: {
      label: "Phone Number",
      description: "The phone number of the employee",
      type: "string",
      optional: true,
    },
    customFields: {
      label: "Custom Fields",
      description: "The custom fields of the employee. E.g `{ \"myCustomField\": \"myCustomValue\" }`",
      type: "string",
      optional: true,
    },
  },
  async run({ $ }) {
    const customFields = typeof this.customFields === "string"
      ? JSON.parse(this.customFields)
      : this.customFields;

    const response = await this.app.updateEmployee({
      $,
      employeeId: this.employeeId,
      data: {
        company_id: this.companyId,
        firstname: this.firstName,
        lastname: this.lastName,
        email: this.email,
        phone_number: this.phoneNumber,
        custom_fields: customFields,
      },
    });

    if (response) {
      $.export("$summary", `Successfully updated employee with ID ${response.id}`);
    }

    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
Axonaut	`app`	`app`	This component uses the Axonaut app.
Employee ID	`employeeId`	`string`	Select a value from the drop down menu.
First Name	`firstName`	`string`	The first name of the employee
Last Name	`lastName`	`string`	The last name of the employee
Email	`email`	`string`	The email of the employee
Phone Number	`phoneNumber`	`string`	The phone number of the employee
Custom Fields	`customFields`	`string`	The custom fields of the employee. E.g `{ "myCustomField": "myCustomValue" }`

Action Authentication#

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

To retrieve your API key,