Close
Inside Sales Software CRM with Calling & Emailing
Integrate the Close API with the Slack API
Setup the Close API trigger to run a workflow which integrates with the Slack API. Pipedream's integration platform allows you to integrate Close and Slack remarkably fast. Free for developers.
Popular Close and Slack Triggers#
Popular Close and Slack Actions#
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
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
Send a direct message to a single user. See postMessage or scheduleMessage docs here
Overview of Close#
With the Close API, you can build a number of applications and integrations
that can automate your sales process and make your life easier. Here are some
examples:
- An integration that automatically updates your CRM with information from
Close - A custom sales dashboard that displays your team's sales pipeline and
performance - A lead capture form thatcollects information from potential customers and
adds them to your Close account - An automated email campaign that sends follow-up emails to your customers
after they purchase a product from you
Connect Close#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
close: {
type: "app",
app: "close",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.close.com/api/v1/me/`,
auth: {
username: `${this.close.$auth.api_key}`,
password: ``,
},
})
},
})
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
- Visit https://pipedream.com/accounts.
- Click on the Click Here To Connect An App button in the top-right.
- Search for "Slack" among the list of apps, and select it.
- 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.
- That's it! You can now use this Slack account in any actions, or link it to any code step.
Within a workflow
- Create a new workflow.
- Select your trigger (HTTP, Cron, etc.).
- Click on the + button below the trigger step, and search for "Slack".
- Select the Send a Message action.
- 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.
- 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#
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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