Create Channel with Microsoft Teams API on New Project Created from Connectwise PSA API

Pipedream makes it easy to connect APIs for Microsoft Teams, Connectwise PSA and 2,400+ other apps remarkably fast.

Trigger workflow on

New Project Created from the Connectwise PSA API

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Create Channel with the Microsoft Teams API

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Getting Started#

This integration creates a workflow with a Connectwise PSA trigger and Microsoft Teams action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Project Created trigger
1. Connect your Connectwise PSA account
2. Configure timer
Configure the Create Channel action
1. Connect your Microsoft Teams account
2. Select a Team
3. Configure Display Name
4. Configure Description
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Project Created on Connectwise PSA

Description:Emit new event when a new project is created in Connectwise.

Version:0.0.1

Key:connectwise_psa-new-project-created

View on GitHub

Connectwise PSA Overview#

ConnectWise PSA (Professional Services Automation) API offers a powerful avenue for managing business processes related to technology services. By integrating with ConnectWise PSA via Pipedream, developers can automate complex workflows, synchronize data across various platforms, and enhance operational efficiencies. This API allows for control over modules like service tickets, project management, and account management, essentially streamlining operations and making data management more effective.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "connectwise_psa-new-project-created",
  name: "New Project Created",
  description: "Emit new event when a new project is created in Connectwise.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.connectwise.listProjects;
    },
    getSummary(item) {
      return `New Project Created: ${item.name}`;
    },
  },
  sampleEmit,
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Connectwise PSA	`connectwise`	`app`	This component uses the Connectwise PSA app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

Connectwise PSA uses API keys for authentication. When you connect your Connectwise PSA account, Pipedream securely stores the keys so you can easily authenticate to Connectwise PSA APIs in both code and no-code steps.

To retrieve your Public and Private Keys,

Navigate to your Connectwise PSA account and sign in
Click the Member menu on the top right.
Go to “My Account” > “API Keys”
Click "+" to create a new Public and Private Key pair. They will be displayed after you hit "Save" icon.
For an alternative method, see the Developer Guide section "Obtaining your keys" > "API MEMBER Only *Recommended for 3rd parties".

About Connectwise PSA#

Streamline your business from end to end with ConnectWise PSA.

Action#

Create Channel on Microsoft Teams

Description:Create a new channel in Microsoft Teams. [See the docs here](https://docs.microsoft.com/en-us/graph/api/channel-post?view=graph-rest-1.0&tabs=http)

Version:0.0.8

Key:microsoft_teams-create-channel

View on GitHub

Microsoft Teams Overview#

The Microsoft Teams API on Pipedream allows you to automate tasks, streamline communication, and integrate with other services to enhance the functionality of Teams as a collaboration hub. With this API, you can send messages to channels, orchestrate complex workflows based on Teams events, and manage Teams' settings programmatically.

Action Code#

import microsoftTeams from "../../microsoft_teams.app.mjs";

export default {
  key: "microsoft_teams-create-channel",
  name: "Create Channel",
  description: "Create a new channel in Microsoft Teams. [See the docs here](https://docs.microsoft.com/en-us/graph/api/channel-post?view=graph-rest-1.0&tabs=http)",
  type: "action",
  version: "0.0.8",
  props: {
    microsoftTeams,
    teamId: {
      propDefinition: [
        microsoftTeams,
        "team",
      ],
    },
    displayName: {
      propDefinition: [
        microsoftTeams,
        "channelDisplayName",
      ],
    },
    description: {
      propDefinition: [
        microsoftTeams,
        "channelDescription",
      ],
    },
  },
  async run({ $ }) {
    const {
      teamId,
      displayName,
      description,
    } = this;

    const response =
      await this.microsoftTeams.createChannel({
        teamId,
        content: {
          displayName,
          description,
        },
      });

    $.export("$summary", `Successfully created channel ${displayName}`);

    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Microsoft Teams	`microsoftTeams`	`app`	This component uses the Microsoft Teams app.
Team	`teamId`	`string`	Select a value from the drop down menu.
Display Name	`displayName`	`string`	Display name of the channel
Description	`description`	`string`	Description of the channel

Action Authentication#

Microsoft Teams uses OAuth authentication. When you connect your Microsoft Teams account, Pipedream will open a popup window where you can sign into Microsoft Teams and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Microsoft Teams API.

Pipedream requests the following authorization scopes when you connect your account:

User.Reademailoffline_accessopenidprofileChat.ReadChat.ReadWriteChatMessage.SendChannel.ReadBasic.AllChannelMessage.Read.AllChannelMessage.SendTeam.ReadBasic.AllSchedule.Read.All

Create Channel with Microsoft Teams API on New Project Created from Connectwise PSA API

Pipedream makes it easy to connect APIs for Microsoft Teams, Connectwise PSA and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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