← Discord + EspoCRM integrations

Create Contact with EspoCRM API on New Message (Instant) from Discord API

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New Message (Instant) from the Discord API
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Create Contact with the EspoCRM API
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Getting Started

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

  1. Select this integration
  2. Configure the New Message (Instant) trigger
    1. Connect your Discord account
    2. Configure Channels
    3. Configure discordApphook
  3. Configure the Create Contact action
    1. Connect your EspoCRM account
    2. Configure First Name
    3. Configure Last Name
    4. Configure Email
    5. Optional- Configure Phone
    6. Optional- Configure Street Address
    7. Optional- Configure City
    8. Optional- Configure State
    9. Optional- Configure Postal Code
    10. Optional- Configure Country
    11. Optional- Configure Job Title
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event for each message posted to one or more channels in a Discord server
Version:1.0.3
Key:discord-new-message

Discord Overview

The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.

Trigger Code

import discord from "../../discord.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  type: "source",
  key: "discord-new-message",
  name: "New Message (Instant)",
  description: "Emit new event for each message posted to one or more channels in a Discord server",
  version: "1.0.3",

  dedupe: "unique",
  props: {
    discord,
    channels: {
      type: "$.discord.channel[]",
      appProp: "discord",
      label: "Channels",
      description: "Select the channel(s) you'd like to be notified for",
    },
    // eslint-disable-next-line pipedream/props-label,pipedream/props-description
    discordApphook: {
      type: "$.interface.apphook",
      appProp: "discord",
      async eventNames() {
        return this.channels || [];
      },
    },
  },
  async run(event) {
    if (event.guildID != this.discord.$auth.guild_id) {
      return;
    }
    this.$emit(event, {
      id: event.id,
    });
  },
  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.
LabelPropTypeDescription
DiscorddiscordappThis component uses the Discord app.
Channelschannels$.discord.channel[]

Select the channel(s) you'd like to be notified for

discordApphook$.interface.apphook

Trigger Authentication

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

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

botemailidentifyguilds

About Discord

Use this app to create a Discord source that emits messages from your guild to a Pipedream workflow.

Action

Description:Creates a new contact in Espo CRM. [See the documentation](https://docs.espocrm.com/development/api/crud/#create)
Version:0.0.1
Key:espocrm-create-contact

EspoCRM Overview

The EspoCRM API allows for robust interaction with your CRM data, enabling the automation of tasks, syncing data across platforms, and the enhancement of customer relationship management through customized workflows. By leveraging this API within Pipedream, you can design serverless workflows that react to CRM events, integrate with other services, and manipulate data to fit your business processes. Pipedream's no-code platform makes it straightforward to create, execute, and maintain these workflows, allowing you to focus on innovation rather than infrastructure.

Action Code

import espoCrm from "../../espocrm.app.mjs";

export default {
  key: "espocrm-create-contact",
  name: "Create Contact",
  description: "Creates a new contact in Espo CRM. [See the documentation](https://docs.espocrm.com/development/api/crud/#create)",
  version: "0.0.1",
  type: "action",
  props: {
    espoCrm,
    firstName: {
      type: "string",
      label: "First Name",
      description: "Specify the contact's first name",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Specify the contact's last name",
    },
    email: {
      type: "string",
      label: "Email",
      description: "Specify the contact's email",
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Specify the contact's phone number",
      optional: true,
    },
    street: {
      type: "string",
      label: "Street Address",
      description: "Specify the contact's street address",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "Specify the contact's city",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "Specify the contact's state/region",
      optional: true,
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "Specify the contact's postal code",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "Specify the contact's country",
      optional: true,
    },
    title: {
      type: "string",
      label: "Job Title",
      description: "Specify the contact's job title",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.espoCrm.createContact({
      data: {
        firstName: this.firstName,
        lastName: this.lastName,
        emailAddress: this.email,
        phoneNumber: this.phone,
        addressStreet: this.street,
        addressCity: this.city,
        addressState: this.state,
        addressPostalCode: this.postalCode,
        addressCountry: this.country,
        title: this.title,
      },
      $,
    });
    $.export("$summary", `Successfully created contact ${this.firstName} ${this.lastName}.`);
    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.

LabelPropTypeDescription
EspoCRMespoCrmappThis component uses the EspoCRM app.
First NamefirstNamestring

Specify the contact's first name

Last NamelastNamestring

Specify the contact's last name

Emailemailstring

Specify the contact's email

Phonephonestring

Specify the contact's phone number

Street Addressstreetstring

Specify the contact's street address

Citycitystring

Specify the contact's city

Statestatestring

Specify the contact's state/region

Postal CodepostalCodestring

Specify the contact's postal code

Countrycountrystring

Specify the contact's country

Job Titletitlestring

Specify the contact's job title

Action Authentication

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

About EspoCRM

Open Source CRM. Easy to customize.

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