Close.io: send a templated email to everyone in a search query

closeio_emails.py

#!/usr/bin/env python

import argparse
from pybars import Compiler

from closeio_api_client.api import CloseIO_API as CloseIO


# We ensure the same templateid doesn't get sent again (see the search query construction)
emails = {
    #'Label': ('Search Query', 'Close.io template_id')
    'Welcome Email': ('date_created < 2 hours ago', 'tmpl_DCFo6IqNafZMpRZwGWYJnpREf2jYto3LcQ6AucjnD4l'),
}

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:
        resp = client.get('lead', data={'_skip': offset, 'query': "%s and not email_template:%s" % (query, template['id']), '_fields': 'id,name,contacts'})
        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)
            # @TODO fixer user to include phone, from_name, from_email for this org.
            context = {'lead': lead, 'user': user, 'contact': contact}
            email_subject = ''.join(template_subject(context))
            print "\t\t(DEBUG) email_subject:", email_subject
            email_body = ''.join(template_body(context))
            print "\t\t(DEBUG) email_body:", email_body

            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:
                client.post('activity/email', email)

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

See https://github.com/elasticsales/closeio-api for closeio_api_client