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

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Trigger workflow on

New Message (Instant) from the Discord API

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Create Contact with the Solve CRM API

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Getting Started#

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

Select this integration
Configure the New Message (Instant) trigger
1. Connect your Discord account
2. Configure Channels
3. Configure discordApphook
Configure the Create Contact action
1. Connect your Solve CRM account
2. Optional- Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Business Email
5. Optional- Configure Personal Email
6. Optional- Configure Mobile Phone
7. Optional- Configure Business Phone
8. Optional- Configure Business Address
9. Optional- Configure Home Address
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 Message (Instant) on Discord

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

View on GitHub

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.

Label	Prop	Type	Description
Discord	`discord`	`app`	This component uses the Discord app.
Channels	`channels`	`$.discord.channel[]`	Select the channel(s) you'd like to be notified for
	`discordApphook`	`$.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#

Create Contact on Solve CRM

Description:Create a new contact. [See the docs here](https://solve360.com/api/contacts/)

Version:0.0.1

Key:solve_crm-create-contact

View on GitHub

Solve CRM Overview#

The Solve CRM API offers a variety of endpoints to manage customer relationships and sales processes programmatically. It enables users to create, read, update, and delete customer data, manage projects, track email communication, and automate workflows involving contacts and companies. Pipedream harnesses this power, allowing you to connect Solve CRM with a myriad of other apps and services to streamline sales pipelines, enhance customer engagement, and automate routine tasks.

Action Code#

import solveCrm from "../../solve_crm.app.mjs";

export default {
  key: "solve_crm-create-contact",
  name: "Create Contact",
  description: "Create a new contact. [See the docs here](https://solve360.com/api/contacts/)",
  version: "0.0.1",
  type: "action",
  props: {
    solveCrm,
    firstname: {
      type: "string",
      label: "First Name",
      description: "First name of the contact",
      optional: true,
    },
    lastname: {
      type: "string",
      label: "Last Name",
      description: "Last name of the contact",
      optional: true,
    },
    businessemail: {
      type: "string",
      label: "Business Email",
      description: "Business email of the contact",
      optional: true,
    },
    personalemail: {
      type: "string",
      label: "Personal Email",
      description: "Personal email of the contact",
      optional: true,
    },
    cellularphone: {
      type: "string",
      label: "Mobile Phone",
      description: "Mobile phone number of the contact",
      optional: true,
    },
    businessphonedirect: {
      type: "string",
      label: "Business Phone",
      description: "Business phone number of the contact",
      optional: true,
    },
    businessaddress: {
      type: "string",
      label: "Business Address",
      description: "Business address of the contact",
      optional: true,
    },
    homeaddress: {
      type: "string",
      label: "Home Address",
      description: "Home address of the contact",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      firstname,
      lastname,
      businessemail,
      personalemail,
      cellularphone,
      businessphonedirect,
      businessaddress,
      homeaddress,
    } = this;

    const data = {
      firstname,
      lastname,
      businessemail,
      personalemail,
      cellularphone,
      businessphonedirect,
      businessaddress,
      homeaddress,
    };

    const response = await this.solveCrm.createContact({
      data,
    }, $);
    $.export("$summary", `Successfully created contact with ID ${response.item.id}`);
    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
Solve CRM	`solveCrm`	`app`	This component uses the Solve CRM app.
First Name	`firstname`	`string`	First name of the contact
Last Name	`lastname`	`string`	Last name of the contact
Business Email	`businessemail`	`string`	Business email of the contact
Personal Email	`personalemail`	`string`	Personal email of the contact
Mobile Phone	`cellularphone`	`string`	Mobile phone number of the contact
Business Phone	`businessphonedirect`	`string`	Business phone number of the contact
Business Address	`businessaddress`	`string`	Business address of the contact
Home Address	`homeaddress`	`string`	Home address of the contact