← Agile CRM + Klaviyo integrations

Create New List with Klaviyo API on New Task from Agile CRM API

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Trigger workflow on
New Task from the Agile CRM API
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Create New List with the Klaviyo API
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Getting Started

This integration creates a workflow with a Agile CRM trigger and Klaviyo 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 Task trigger
    1. Connect your Agile CRM account
    2. Configure timer
    3. Optional- Configure Max API Requests per Execution
  3. Configure the Create New List action
    1. Connect your Klaviyo account
    2. Configure List Name
  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 new task is created
Version:0.0.4
Key:agile_crm-new-task

Agile CRM Overview

The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.

Trigger Code

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

export default {
  ...common,
  key: "agile_crm-new-task",
  name: "New Task",
  description: "Emit new event when a new task is created",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.agileCrm.listTasks.bind(this);
    },
    generateMeta(task) {
      return {
        id: task.id,
        summary: task.subject,
        ts: task.created_time,
      };
    },
  },
};

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
Agile CRMagileCrmappThis component uses the Agile CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Max API Requests per ExecutionmaxRequestsinteger

The maximum number of API requests to make per execution (e.g., multiple requests are required to retrieve paginated results).

Trigger Authentication

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

  • You may access the API Key from Admin Settings -> API & Analytics -> API Key.
  • Your username is the email address you use to log into Agile CRM.
  • If your Agile CRM URL is https://12345678.agilecrm.com/, your domain is 12345678.

About Agile CRM

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

Action

Description:Creates a new list in an account. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/create-list)
Version:0.0.2
Key:klaviyo-create-new-list

Klaviyo Overview

The Klaviyo API grants you the power to automate and personalize your email marketing efforts. With it, you can manage lists, profiles, and campaigns, track event-driven communications, and analyze the results. By leveraging this API on Pipedream, you can create intricate, automated workflows that respond in real-time to your users' behavior, sync data across multiple platforms, and tailor your marketing strategies to improve engagement and conversion rates.

Action Code

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

export default {
  key: "klaviyo-create-new-list",
  name: "Create New List",
  description: "Creates a new list in an account. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/create-list)",
  version: "0.0.2",
  type: "action",
  props: {
    klaviyo,
    listName: {
      propDefinition: [
        klaviyo,
        "listName",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.klaviyo.newList({
      data: {
        type: "list",
        attributes: {
          name: this.listName,
        },
      },
    });

    $.export("$summary", `"${this.listName}" successfully created!`);
    return response.body;
  },
};

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
KlaviyoklaviyoappThis component uses the Klaviyo app.
List NamelistNamestring

The name of the new list.

Action Authentication

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

About Klaviyo

Email Marketing and SMS Marketing Platform

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