Send exported Close.io leads script

scripts/sendExportedLeads.js

@@ -0,0 +1,155 @@
+// Send exported leads
+
+// NOTE: using activity email body text instead of html because it didn't escape well into a new email
+
+// TODO: custom.auto_status update after sending isn't that flexible/specific
+
+'use strict';
+if (process.argv.length !== 6) {
+  log("Usage: node <script> <Close.io general API key> <lead search query> <recipient email> <sendwithus API key>");
+  process.exit();
+}
+
+const scriptStartTime = new Date();
+const closeIoApiKey = process.argv[2];
+const searchQuery = process.argv[3];
+const recipientEmail = process.argv[4];
+const swuAPIKey = process.argv[5];
+const email_template = 'tem_85UvKDCCNPXsFckERTig6Y';
+
+const async = require('async');
+const request = require('request');
+const sendwithus = require('sendwithus')(swuAPIKey);
+
+const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/?query=${encodeURIComponent(searchQuery)}`;
+request.get(url, (error, response, body) => {
+  if (error) {
+    console.log(error);
+    return;
+  }
+  const results = JSON.parse(body);
+  log(`DEBUG: ${(results.data || []).length} leads found for ${searchQuery}`);
+  const tasks = [];
+  for (const lead of results.data || []) {
+    tasks.push(createSendExportFn(lead));
+  }
+  async.parallel(tasks, (error, results) => {
+    if (error) console.log(error);
+    log("Script runtime: " + (new Date() - scriptStartTime));
+  });
+});
+
+function createSendExportFn(lead) {
+  return (done) => {
+    log(`DEBUG: exporting ${lead.id}`);
+    // Get activities
+    const url = `https://${closeIoApiKey}:X@app.close.io/api/v1/activity/?lead_id=${lead.id}`;
+    request.get(url, (error, response, body) => {
+      if (error) return done(error);
+      const results = JSON.parse(body);
+      let email_body = lead2Html(lead);;
+      email_body += "<h2>Activities</h2>";
+      for (let activity of results.data) {
+        email_body += activity2Html(activity);
+      }
+
+      // Send exported lead
+      sendwithus.send({
+        email_id: email_template,
+        recipient: {
+          address: recipientEmail
+        },
+        sender: {
+          address: 'team@codecombat.com',
+          name: 'CodeCombat Team'
+        },
+        email_data: {
+          subject: `New Lead: ${lead.name}`,
+          contentHTML: email_body
+        }
+      }, function(error, response) {
+        if (error) return done(error);
+
+        // Flag lead automation status to finished
+        const putData = {'custom.auto_status': 'export_sent'};
+        const options = {
+          uri: `https://${closeIoApiKey}:X@app.close.io/api/v1/lead/${lead.id}/`,
+          body: JSON.stringify(putData)
+        };
+        request.put(options, (error, response, body) => {
+          if (error) return done(error);
+          const result = JSON.parse(body);
+          if (result.errors || result['field-errors']) {
+            return done(`Update existing lead PUT error for ${lead.id}`);
+          }
+          return done();
+        });
+      });
+    });
+  };
+}
+
+function lead2Html(lead) {
+  let html = '';
+  html += `<h1>${lead.display_name || lead.name}</h1>`;
+  if (lead.date_updated) html += `<div>Updated: ${lead.date_updated}</div>`;
+  if (lead.url) html += `<div>${lead.url}</div>`;
+  if (lead.description) html += `<p>${lead.description}</p>`;
+  html += "<h2>Contacts</h2>";
+  for (const contact of lead.contacts) {
+    html += `<h3>${contact.name}</h3>`;
+    html += `<div>${contact.title}</div>`;
+    for (const email of contact.emails) {
+      html += `<div>${email.email}</div>`;
+    }
+    for (const phone of contact.phones) {
+      html += `<div>${phone.phone_formatted || phone.phone}</div>`;
+    }
+  } 
+  if (lead.custom) {
+    html += "<h2>Custom data</h2>";
+    for (let key in lead.custom) {
+      html += `<div>${key}: ${lead.custom[key]}</div>`;
+    }
+  }
+  return html;
+}
+
+function activity2Html(activity) {
+  let html = "";
+  if (activity._type === 'Note' && activity.note) {
+    html += `<h3>${activity._type}</h3>`;
+    if (activity.date_updated) html += `<div>Updated: ${activity.date_updated}</div>`;
+    if (activity.user_name) html += `<div>Author: ${activity.user_name}</div>`;
+    const lines = activity.note.split('\n');
+    html += "<p>";
+    for (const line of lines) {
+      html += `<div>${line}</div>`;
+    }
+    html += "</p>";
+  }
+  else if (activity._type === 'Email') {
+    html += `<h3>${activity._type}</h3>`;
+    if (activity.subject) html += `<h4>${activity.subject}</h4>`;
+    if (activity.date_updated) html += `<div>Updated: ${activity.date_updated}</div>`;
+    if (activity.opens_summary) html += `<div>${activity.opens_summary}</div>`;
+    if (activity.status) html += `<div>Status: ${activity.status}</div>`;
+    for (let email of activity.to) {
+      html += `<div>To: ${email}</div>`;
+    }
+    if (activity.sender) html += `<div>From: ${activity.sender}</div>`;
+    const lines = (activity.body_text || '').split('\n');
+    html += "<p>";
+    for (const line of lines) {
+      html += `<div>${line}</div>`;
+    }
+    html += "</p>";
+  }
+  return html;
+}
+
+// ** Utilities
+
+function log(str) {
+  console.log(new Date().toISOString() + " " + str);
+}