Aero Workflow

Aero is workflow & practice management built specifically with the modern cloud-based accounting firm in mind.

Integrate the Aero Workflow API with the Slack API

Setup the Aero Workflow API trigger to run a workflow which integrates with the Slack API. Pipedream's integration platform allows you to integrate Aero Workflow and Slack remarkably fast. Free for developers.

Create Appointment with Aero Workflow API on New Message In Channels (Instant) from Slack API
Slack + Aero Workflow
 
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Create Company with Aero Workflow API on New Message In Channels (Instant) from Slack API
Slack + Aero Workflow
 
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Create Contact with Aero Workflow API on New Message In Channels (Instant) from Slack API
Slack + Aero Workflow
 
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Create Email Aero with Aero Workflow API on New Message In Channels (Instant) from Slack API
Slack + Aero Workflow
 
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Create Task with Aero Workflow API on New Message In Channels (Instant) from Slack API
Slack + Aero Workflow
 
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New Message In Channels (Instant) from the Slack API

Emit new event when a new message is posted to one or more channels

 
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New Company Created Event from the Aero Workflow API

Emit new events when a new company is created. See the docs

 
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New Direct Message (Instant) from the Slack API

Emit new event when a message was posted in a direct message channel

 
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New Interaction Events from the Slack API

Emit new events on new Slack interactivity events sourced from Block Kit interactive elements, Slash commands, or Shortcuts.

 
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New Mention (Instant) from the Slack API

Emit new event when a username or specific keyword is mentioned in a channel

 
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Create Appointment with the Aero Workflow API

Creates an appointment See the docs here

 
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Create Company with the Aero Workflow API

Creates a company See the docs here

 
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Send Message to a Public Channel with the Slack API

Send a message to a public channel and customize the name and avatar of the bot that posts the message. See postMessage or scheduleMessage docs here

 
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Create Contact with the Aero Workflow API

Creates a contact See the docs here

 
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Send Message to a Private Channel with the Slack API

Send a message to a private channel and customize the name and avatar of the bot that posts the message. See postMessage or scheduleMessage docs here

 
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Overview of Aero Workflow

You can use the Aero Workflow API to build from simpleETL processes to
multi-step workflows that encompass a variety of microservices. The following
are examples of what you can build using the Aero Workflow API:

  • A process that ingests data from a remote data source, transforms it, and
    then stores it in a database.
  • A workflow that aggregates data from multiple data sources, runs some
    analysis on it, and then produces a report.
  • A process that monitors a data source for new data, ingests it, and then
    sends it to a message queue for processing by other elements of your system.

Connect Aero Workflow

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    aero_workflow: {
      type: "app",
      app: "aero_workflow",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.aeroworkflow.com/api/${this.aero_workflow.$auth.account_number}/me`,
      headers: {
        "apikey": `${this.aero_workflow.$auth.api_key}`,
      },
    })
  },
})

Overview of Slack

The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. When you authorize the Pipedream app's access to your workspace, you can use Pipedream workflows to perform common Slack actions, or write your own code against the Slack API.

The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It just makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

Here are some examples of automations you can build with Pipedream on Slack:

  • Automate posting updates to your team channel
  • Create a bot to answer common questions
  • Integrate with your existing tools and services
  • Build a custom dashboard to track your team's progress
  • Create a bot to handle scheduling and meeting requests
  • And much more!

Should I use the Slack or Slack Bot app on Pipedream?

The Slack app is the easiest and most convienent option to get started. It installs the official Pipedream bot into your Slack workspace with just a few clicks.

However, if you'd like to use your own bot registered with the Slack API, you can use the Slack Bot app instead.

The Slack Bot requires a bot token to allow your Pipedream workflows to authenticate as your bot. The extra set up steps allow you to list your custom bot on the Slack Marketplace, or install the bot on other workspaces as your bot's name instead of as Pipedream.

Getting Started

You can install the Pipedream Slack app in the Accounts section of your account, or directly in a workflow

Accounts

  1. Visit https://pipedream.com/accounts.
  2. Click on the Click Here To Connect An App button in the top-right.
  3. Search for "Slack" among the list of apps, and select it.
  4. This will open a new window asking you to allow Pipedream access to your Slack workspace. Choose the right workspace where you'd like to install the app, then click Allow.
  5. That's it! You can now use this Slack account in any actions, or link it to any code step.

Within a workflow

  1. Create a new workflow.
  2. Select your trigger (HTTP, Cron, etc.).
  3. Click on the + button below the trigger step, and search for "Slack".
  4. Select the Send a Message action.
  5. Click the Connect Account button near the top of the step. This will prompt you to select any existing Slack accounts you've previously authenticated with Pipedream, or you can select a New account. Clicking New opens a new window asking you to allow Pipedream access to your Slack workspace. Choose the right workspace where you'd like to install the app, then click Allow.
  6. That's it! You can now connect to the Slack API using any of the Slack actions within a Pipedream workflow.

Troubleshooting

Please reach out to the Pipedream team with any technical issues or questions about the Slack integration. We're happy to help!

Connect Slack

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    slack: {
      type: "app",
      app: "slack",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://slack.com/api/users.profile.get`,
      headers: {
        Authorization: `Bearer ${this.slack.$auth.oauth_access_token}`,
      },
    })
  },
})
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