← Twilio SendGrid + EspoCRM integrations

Create Contact with EspoCRM API on New Events (Instant) from Twilio SendGrid API

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Trigger workflow on
New Events (Instant) from the Twilio SendGrid API
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Create Contact with the EspoCRM API
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Getting Started

This integration creates a workflow with a Twilio SendGrid trigger and EspoCRM 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 New Events (Instant) trigger
    1. Connect your Twilio SendGrid account
    2. Select one or more Event Types
  3. Configure the Create Contact action
    1. Connect your EspoCRM account
    2. Configure First Name
    3. Configure Last Name
    4. Configure Email
    5. Optional- Configure Phone
    6. Optional- Configure Street Address
    7. Optional- Configure City
    8. Optional- Configure State
    9. Optional- Configure Postal Code
    10. Optional- Configure Country
    11. Optional- Configure Job Title
  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 any of the specified SendGrid events is received
Version:0.0.5
Key:sendgrid-events

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: "0.0.5",
  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.
LabelPropTypeDescription
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Twilio SendGridsendgridappThis component uses the Twilio SendGrid app.
N/Ahttp$.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.
Event TypeseventTypesstring[]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

Description:Creates a new contact in Espo CRM. [See the documentation](https://docs.espocrm.com/development/api/crud/#create)
Version:0.0.1
Key:espocrm-create-contact

EspoCRM Overview

The EspoCRM API allows for robust interaction with your CRM data, enabling the automation of tasks, syncing data across platforms, and the enhancement of customer relationship management through customized workflows. By leveraging this API within Pipedream, you can design serverless workflows that react to CRM events, integrate with other services, and manipulate data to fit your business processes. Pipedream's no-code platform makes it straightforward to create, execute, and maintain these workflows, allowing you to focus on innovation rather than infrastructure.

Action Code

import espoCrm from "../../espocrm.app.mjs";

export default {
  key: "espocrm-create-contact",
  name: "Create Contact",
  description: "Creates a new contact in Espo CRM. [See the documentation](https://docs.espocrm.com/development/api/crud/#create)",
  version: "0.0.1",
  type: "action",
  props: {
    espoCrm,
    firstName: {
      type: "string",
      label: "First Name",
      description: "Specify the contact's first name",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Specify the contact's last name",
    },
    email: {
      type: "string",
      label: "Email",
      description: "Specify the contact's email",
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Specify the contact's phone number",
      optional: true,
    },
    street: {
      type: "string",
      label: "Street Address",
      description: "Specify the contact's street address",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "Specify the contact's city",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "Specify the contact's state/region",
      optional: true,
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "Specify the contact's postal code",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "Specify the contact's country",
      optional: true,
    },
    title: {
      type: "string",
      label: "Job Title",
      description: "Specify the contact's job title",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.espoCrm.createContact({
      data: {
        firstName: this.firstName,
        lastName: this.lastName,
        emailAddress: this.email,
        phoneNumber: this.phone,
        addressStreet: this.street,
        addressCity: this.city,
        addressState: this.state,
        addressPostalCode: this.postalCode,
        addressCountry: this.country,
        title: this.title,
      },
      $,
    });
    $.export("$summary", `Successfully created contact ${this.firstName} ${this.lastName}.`);
    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.

LabelPropTypeDescription
EspoCRMespoCrmappThis component uses the EspoCRM app.
First NamefirstNamestring

Specify the contact's first name

Last NamelastNamestring

Specify the contact's last name

Emailemailstring

Specify the contact's email

Phonephonestring

Specify the contact's phone number

Street Addressstreetstring

Specify the contact's street address

Citycitystring

Specify the contact's city

Statestatestring

Specify the contact's state/region

Postal CodepostalCodestring

Specify the contact's postal code

Countrycountrystring

Specify the contact's country

Job Titletitlestring

Specify the contact's job title

Action Authentication

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

About EspoCRM

Open Source CRM. Easy to customize.

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