Send drip-style email through Close.io's API

drip_email.py

#!/usr/bin/env python

import sys
import time
import codecs
import argparse
from pybars import Compiler

from closeio_api_client.api import CloseIO_API as CloseIO

sys.stdout = codecs.getwriter('utf8')(sys.stdout)

# We ensure the same templateid doesn't get sent again (see the search query construction)
emails = {
    #'Label': ('Search Query', 'Close.io template_id')
}

parser = argparse.ArgumentParser(description='Send some drip emails.')
parser.add_argument('--api_key', required=True, help='Close.io Api Key')
parser.add_argument('--prod', type=bool, default=False, help='Connect to production?')
parser.add_argument('--send', type=bool, default=False, help='Actually send the emails?')
args = parser.parse_args()

client = CloseIO(args.api_key, development=not args.prod)

api_key = client.get('api_key/%s' % args.api_key)
organization_id = api_key['organization_id']
user_id = api_key['user_id']
user = client.get('me')

compiler = Compiler()

for label, drip in emails.items():
    query = drip[0]
    template_id = drip[1]

    print ':::: %s ::::  %s ::::' % (label, query)

    template = client.get('email_template/%s' % template_id)
    template_subject = compiler.compile(template['subject'])
    template_body = compiler.compile(template['body'])

    #print "(DEBUG) template:", template

    has_more = True
    offset = 0
    while has_more:
        search_query = "%s and not email_template:%s and has:email_address" % (query, template['id'])
        print "*** QUERY ***", search_query
        resp = client.get('lead', data={'_skip': offset, 'query': search_query, '_fields': 'id,name,contacts'})
        print "*** TOTAL RESULTS ***", resp['total_results']
        data = resp['data']
        for lead in data:
            print "\tLead: ", lead['name']
            contact = lead['contacts'][0] if lead['contacts'] else {}
            if not contact:
                print "\t\tSkipping: Lead has no contact"
                continue
            if not contact['emails']:
                print "\t\tSkipping: Contact has no email"
                continue
            email_address = contact['emails'][0]['email']
            if contact.get('name'):
                contact['first_name'] = contact.get('name', '').split()[0].capitalize()
            print "\t\tContact: %s (%s)" % (contact['name'], email_address)
            context = {'lead': lead, 'user': user, 'contact': contact}
            email_subject = ''.join(template_subject(context))
            email_body = ''.join(template_body(context))

            email = {
                'contact_id': contact['id'],
                'user_id': user['id'],
                'lead_id': lead['id'],
                'to': [email_address],
                'subject': email_subject,
                'body_text': email_body,
                'status': 'outbox',
                'template_id': template['id']
            }
            if args.send:
                print "\t\t(DEBUG) response:\n", client.post('activity/email', email)
                # stupidly make sure search index gets updated...
                # and stupidly try and not get google to throttle us...
                time.sleep(5)

            print "\n"

        offset += len(data)
        has_more = resp['has_more']

With this approach, note that there will be a slight different in the template variable parsing -- for example a tag like {{contact.first_name}} is normally generated by the JavaScript in our application and therefore shouldn't appear in your template if you're parsing the templates yourself. Basically.... if you're using this method be sure to check the parsed templates to make sure they are doing what you want.