Create Lead with Close API on New Guild Member from Discord Bot API

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Trigger workflow on

New Guild Member from the Discord Bot API

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Create Lead with the Close API

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Getting Started#

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

Select this integration
Configure the New Guild Member trigger
1. Connect your Discord Bot account
2. Select a Guild
3. Configure timer
Configure the Create Lead action
1. Connect your Close account
2. Configure Name
3. Optional- Configure Url
4. Optional- Configure Description
5. Optional- Select a Status ID
6. Optional- Configure Contacts
7. Optional- Configure Addresses
8. Optional- Configure More Fields
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 Guild Member on Discord Bot

Description:Emit new event for every member added to a guild. [See docs here](https://discord.com/developers/docs/resources/guild#list-guild-members)

Version:0.1.4

Key:discord_bot-new-guild-member

View on GitHub

Discord Bot Overview#

The Discord Bot API unlocks the power to interact with Discord users and channels programmatically, making it possible to automate messages, manage servers, and integrate with other services. With Pipedream's serverless platform, you can create complex workflows that respond to events in Discord, process data, and trigger actions in other apps. This opens up opportunities for community engagement, content moderation, analytics, and more, without the overhead of managing infrastructure.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import common from "../common.mjs";

export default {
  ...common,
  key: "discord_bot-new-guild-member",
  name: "New Guild Member",
  description: "Emit new event for every member added to a guild. [See docs here](https://discord.com/developers/docs/resources/guild#list-guild-members)",
  type: "source",
  dedupe: "unique",
  version: "0.1.4",
  props: {
    ...common.props,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  async run({ $ }) {
    const { guildId } = this;
    const params = {
      limit: 100,
      after: this._getLastMemberID(),
    };

    while (true) {
      const members = await this.discord.getGuildMembers({
        $,
        guildId,
        params,
      });

      if (members.length === 0) {
        return;
      }

      for (const member of members) {
        const {
          user,
          joined_at: joinedAt,
        } = member;

        params.after = user.id;
        if (user.bot) continue;

        this.$emit(member, {
          summary: `New member: ${user.username}`,
          id: user.id,
          ts: Date.parse(joinedAt),
        });
      }

      this._setLastMemberID(params.after);
    }
  },
};

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
Discord Bot	`discord`	`app`	This component uses the Discord Bot app.
Guild	`guildId`	`string`	Select a value from the drop down menu.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

This app allows you to use the Discord API using your own Discord bot. If you don't want to use a custom bot, and you just need to use the Discord API, exit this screen and use the Discord app, instead.

If you want to use your own Discord bot, but haven't created one yet, see these instructions or watch this video. You'll need to add this bot to your server(s) to make successful API requests.

Once you've created your bot, you'll find the Bot token within the Bot section of your app. Enter that token below.

About Discord Bot#

Use this app to interact with the Discord API using a bot in your account

Action#

Create Lead on Close

Description:Creates a lead, [See the docs](https://developer.close.com/resources/leads/#create-a-new-lead)

Version:0.1.0

Key:close-create-lead

View on GitHub

Close Overview#

The Close API provides access to a robust CRM platform, enabling users to automate sales processes, manage leads, and track communication history. Harnessing the Close API within Pipedream's ecosystem allows for the creation of custom, serverless workflows that can react in real-time to events, synchronize data across apps, and streamline sales operations. By leveraging Pipedream's capabilities, you can trigger actions based on Close events, manipulate Close data, and integrate with countless other services to amplify your CRM's functionality.

Action Code#

import close from "../../close.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  type: "action",
  key: "close-create-lead",
  version: "0.1.0",
  name: "Create Lead",
  description: "Creates a lead, [See the docs](https://developer.close.com/resources/leads/#create-a-new-lead)",
  props: {
    close,
    name: {
      label: "Name",
      description: "Name of the lead",
      type: "string",
    },
    url: {
      label: "Url",
      description: "Url",
      type: "string",
      optional: true,
    },
    description: {
      label: "Description",
      description: "Description of the lead",
      type: "string",
      optional: true,
    },
    statusId: {
      propDefinition: [
        close,
        "statusId",
      ],
    },
    contacts: {
      propDefinition: [
        close,
        "contacts",
      ],
    },
    addresses: {
      propDefinition: [
        close,
        "addresses",
      ],
    },
    moreFields: {
      propDefinition: [
        close,
        "moreFields",
      ],
    },
  },
  async run({ $ }) {
    const data = {
      name: this.name,
    };
    if (this.url) data.url = this.url;
    if (this.statusId) data.status_id = this.statusId;
    if (this.contacts) data.contacts = utils.parseArray(this.contacts);
    if (this.addresses) data.addresses = utils.parseArray(this.addresses);
    const moreFields = {};
    for (let key in this.moreFields) {
      moreFields[key] = utils.parseObject(this.moreFields[key]);
    }
    const response = await this.close.createLead({
      data: {
        ...data,
        ...moreFields,
      },
    });
    $.export("$summary", "Lead has been created.");
    return response.data;
  },
};

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
Close	`close`	`app`	This component uses the Close app.
Name	`name`	`string`	Name of the lead
Url	`url`	`string`	Url
Description	`description`	`string`	Description of the lead
Status ID	`statusId`	`string`	Select a value from the drop down menu.
Contacts	`contacts`	`string[]`	Please provide an object structure for each row like e.g.:, { "name": "Gob", "title": "Sr. Vice President", "emails": [ { "type": "office", "email": "gob@example.com" } ], "phones": [ { "type": "office", "phone": "8004445555" } ] }
Addresses	`addresses`	`string[]`	Please provide an object structure for each row like e.g.:, { "label": "business", "address_1": "747 Howard St", "address_2": "Room 3", "city": "San Francisco", "state": "CA", "zipcode": "94103", "country":"US", }
More Fields	`moreFields`	`object`	Additional properties not listed as a prop

Action Authentication#

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

API keys are per-organization and can be generated and deleted in the Settings page.

About Close#

Inside Sales Software CRM with Calling & Emailing

More Ways to Connect Close + Discord Bot#

Other Popular Integrations#

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Discord Bot + Close

Create Lead with Close API on New Guild Member from Discord Bot API

Pipedream makes it easy to connect APIs for Close, Discord Bot 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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