Highrise
Simple CRM software
Integrate the Highrise API with the Slack API
Setup the Highrise API trigger to run a workflow which integrates with the Slack API. Pipedream's integration platform allows you to integrate Highrise and Slack remarkably fast. Free for developers.
Popular Highrise and Slack Triggers#
Emit new event when a new message is posted to one or more channels
Emit new event when a message was posted in a direct message channel
Emit new events on new Slack interactivity events sourced from Block Kit interactive elements, Slash commands, or Shortcuts.
Emit new event when a username or specific keyword is mentioned in a channel
Emit new event when a member has added an emoji reaction to a message
Popular Highrise 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
Send a message using Slack's Block Kit UI framework to a channel, group or user. See postMessage or scheduleMessage docs here
Send a message as a threaded reply. See postMessage or scheduleMessage docs here
Overview of Highrise#
Highrise is a customer relationship management tool that allows users to track
their interactions with clients and customers. The Highrise API allows
developers to access and manipulate data stored in Highrise, including
contacts, companies, deals, notes, and tasks. With the Highrise API, developers
can build a variety of applications, such as CRM systems, customer support
tools, and sales tracking applications.
Connect Highrise#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
highrise: {
type: "app",
app: "highrise",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.highrise.$auth.subdomain}.highrisehq.com/people/1.xml`,
auth: {
username: `${this.highrise.$auth.token}`,
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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