Upload Conversation Transcription with SalesLens API on New Events (Instant) from Twilio SendGrid API

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New Events (Instant) from the Twilio SendGrid API

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Upload Conversation Transcription with the SalesLens API

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Getting Started#

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

Select this integration
Configure the New Events (Instant) trigger
1. Connect your Twilio SendGrid account
2. Select one or more Event Types
Configure the Upload Conversation Transcription action
1. Connect your SalesLens account
2. Select a Employee External ID
3. Configure Transcription
4. Optional- Select a Category ID
5. Optional- Configure Locale
6. Optional- Configure Title
7. Optional- Configure Tags
8. Optional- Configure Email
9. Optional- Configure Phone
10. Optional- Configure First Name
11. Optional- Configure Last Name
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 Events (Instant) on Twilio SendGrid

Description:Emit new event when any of the specified SendGrid events is received

Version:0.0.6

Key:sendgrid-events

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 common from "../common/http-based.mjs";
import deliveryEventTypes from "./delivery-event-types.mjs";
import engagementEventTypes from "./engagement-event-types.mjs";

export default {
  ...common,
  key: "sendgrid-events",
  name: "New Events (Instant)",
  description: "Emit new event when any of the specified SendGrid events is received",
  version: "0.0.6",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    eventTypes: {
      type: "string[]",
      label: "Event Types",
      description: "The type of events to listen to",
      options(context) {
        const { page } = context;
        if (page !== 0) {
          return {
            options: [],
          };
        }

        const options = [
          ...deliveryEventTypes,
          ...engagementEventTypes,
        ];
        return {
          options,
        };
      },
    },
  },
  methods: {
    ...common.methods,
    baseWebhookSettings() {
      // The list of events that a webhook can listen to. This method returns an
      // exhaustive list of all such flags disabled, and each event source can
      // then override the flags that are relevant to the event they handle.
      //
      // See the docs for more information:
      // https://sendgrid.com/docs/api-reference/
      const eventTypesData = [
        ...deliveryEventTypes,
        ...engagementEventTypes,
      ];
      return eventTypesData.reduce((accum, eventTypeData) => ({
        ...accum,
        [eventTypeData.value]: false,
      }), {});
    },
    webhookEventFlags() {
      return this.eventTypes.reduce((accum, eventType) => ({
        ...accum,
        [eventType]: true,
      }), {});
    },
    generateMeta(data) {
      const {
        event: eventType,
        sg_event_id: id,
        timestamp: ts,
      } = data;
      const summary = `New event: ${eventType}`;
      return {
        id,
        summary,
        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.

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.
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.
Event Types	`eventTypes`	`string[]`	Select a value from the drop down menu.

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#

Upload Conversation Transcription on SalesLens

Description:Uploads a transcript of the conversation. [See the documentation](https://app.saleslens.io/api#tag/ConversationTranscription/operation/api_access_tokencall_transcriptionupload_post)

Version:0.0.1

Key:saleslens-upload-conversation-transcription

View on GitHub

SalesLens Overview#

SalesLens is an analytics platform designed to help you understand and engage with your customers. By analyzing customer interactions, SalesLens provides insights that can lead to more effective sales strategies and improved customer engagement. With the SalesLens API, you can access customer data, manage accounts, and trigger personalized actions based on customer behavior. In Pipedream, you can leverage this capability to create automated workflows that respond to data events in real-time, integrate with other apps, or process large datasets asynchronously.

Action Code#

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

export default {
  key: "saleslens-upload-conversation-transcription",
  name: "Upload Conversation Transcription",
  description: "Uploads a transcript of the conversation. [See the documentation](https://app.saleslens.io/api#tag/ConversationTranscription/operation/api_access_tokencall_transcriptionupload_post)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    employeeExternalId: {
      propDefinition: [
        app,
        "employeeExternalId",
      ],
    },
    transcription: {
      type: "string",
      label: "Transcription",
      description: "The transcription of the conversation",
    },
    categoryId: {
      propDefinition: [
        app,
        "categoryId",
      ],
    },
    locale: {
      propDefinition: [
        app,
        "locale",
      ],
    },
    title: {
      propDefinition: [
        app,
        "title",
      ],
    },
    tags: {
      propDefinition: [
        app,
        "tags",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    phone: {
      propDefinition: [
        app,
        "phone",
      ],
    },
    firstName: {
      propDefinition: [
        app,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        app,
        "lastName",
      ],
    },
  },
  methods: {
    uploadTranscription(args = {}) {
      return this.app.post({
        path: "/access_token/call_transcription/upload",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      uploadTranscription,
      categoryId,
      ...data
    } = this;

    const response = await uploadTranscription({
      $,
      data: {
        categoryId: categoryId && String(categoryId),
        ...data,
      },
    });

    $.export("$summary", "Successfully uploaded the conversation transcription");
    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
SalesLens	`app`	`app`	This component uses the SalesLens app.
Employee External ID	`employeeExternalId`	`string`	Select a value from the drop down menu.
Transcription	`transcription`	`string`	The transcription of the conversation
Category ID	`categoryId`	`string`	Select a value from the drop down menu.
Locale	`locale`	`string`	Locale of the transcription or recording
Title	`title`	`string`	Title of the transcription or recording
Tags	`tags`	`string`	Tags associated with the transcription or recording separated by commas. Eg. `api, download, example`
Email	`email`	`string`	Contact's email address
Phone	`phone`	`string`	Contact's phone number
First Name	`firstName`	`string`	Contact's first name
Last Name	`lastName`	`string`	Contact's last name